Blog
Make Income Great Again | Millennials and the Housing Dream | The Super Paradox | Q&A
Make Income Great Again: Lessons for Building Resilient Dividend Portfolios in Australia Building resilient dividend portfolios in Australia involves understanding the unique aspects of the local market, including high payout ratios and franking credits. Investors...
Navigating Market Volatility the Buffet Way | AI’s Global Shake-Up | From Super to Pension | Q&A
Navigating Market Volatility the Buffett Way: Timeless Strategies for Australian Investors Warren Buffett’s investment philosophy emphasizes patience, humility, and adaptability, guiding investors through market volatility. His strategy includes maintaining...
The Richest Man in Babylon | What’s driven the fall in the $A | Retirement, Dividends and Economic Shocks: Planning for a Secure Financial Future | Q&A
The Richest Man in Babylon “The Richest Man in Babylon” by George S. Clason is a timeless personal finance book that imparts financial wisdom through parables set in ancient Babylon. It emphasizes the importance of saving a portion of one’s income, the power of...
What to expect from the Australian property market in 2025 | An investor’s guide to potential U.S. policy changes | Howard Marks warns of market froth | Q&A
What to expect from the Australian property market in 2025 Residential real estate in Australia has shown resilience, recovering strongly since early 2023 despite recent minor price declines. The market is expected to experience a year of two halves in 2025, with a...
The Great Australian Urban Exodus | Trump 2.0 | Trust Structures in Estate Planning | Q&A
This issue of Wealth Adviser includes: The Great Australian Urban Exodus: How housing costs are reshaping our cities and regions Australia’s cities are experiencing a significant shift due to a severe housing affordability crisis, with only 10% of the market remaining...
Superannuation or Shelter? | The Modern Retirement Equation | Avoiding Wealth Transfer Pitfalls | Q&A
This issue of Wealth Adviser includes: Superannuation or Shelter? Rethinking the Path to Wealth and Stability The discussion centres on the tension between using superannuation savings for home purchases and ensuring long-term financial security. It highlights the...
Making the Right Super Beneficiary Choice | Economic Success or Social Strain | Asset Allocation and Advice | Q&A
This issue of Wealth Adviser includes: Making the Right Choice: A Guide to Super Beneficiary Nominations for All Ages Beneficiary nominations for superannuation play a crucial role in ensuring that individuals' wishes are honoured regarding the distribution of their...
Stoic Strategies for Weathering Financial Storms | Beyond the Grave | Navigating Uncertainty | Q&A
This issue of Wealth Adviser includes: Stoic Strategies for Weathering Financial Storms and Building Generational Wealth This article explores how Stoic principles can be applied to financial management, particularly during economic uncertainty. It emphasizes the...
Common Stocks and Uncommon Profits | Ageing Populations and Investment Trends: A Deep Dive into Australia’s Future | Stocks vs. Bonds: Why Bonds May Outperform in Certain Markets | Q&A
This issue of Wealth Adviser includes: Common Stocks and Uncommon Profits. "Common Stocks and Uncommon Profits" by Philip A. Fisher emphasizes the importance of investing in high-quality companies with sustainable growth potential. Fisher introduces his "scuttlebutt"...
The Psychology of Money | Boom or Bust? Understanding the Forces Shaping Australia’s Property Prices | Aged Care Reform: The Consumer Protection Challenge and What It Means for You | Q&A
This issue of Wealth Adviser includes: The Psychology of Money by Morgan Housel. Our emotions and behaviours impact our financial decisions. Through a series of short stories, Housel shows how emotions, personal experiences, and cognitive biases influence our approach...