Investing
Investing can be a roller coaster: 3 tips for riding the ups and downs
17 April
Investing is rarely a smooth ride. Markets rise, fall, and sometimes loop-the-loop, leaving even the most seasoned investors feeling queasy. Just like a roller coaster, the ups can be exhilarating, but the drops can be nerve-wracking. The key to...[Read More]
What does ethical investing mean and how does it relate to ESG investing?
10 April
Investing is typically perceived as a wealthy-only pastime with no regard for the environment or social issues. However, that is not always the case, and the old mindset of making money for its own sake doesnât need to stay. Â People have become...[Read More]
The difference between bananas, stocks and bonds
10 April
In the world of investing, stocks and bonds often take centre stage. They represent two of the most common types of investments, each offering unique benefits and risks. As an investor, understanding stocks vs. bonds is key to building a diversified...[Read More]
Managing debt: a strategic approach to financial freedom
3 April
Confronting debt can be an overwhelming and stressful experience. Balancing daily living expenses while keeping up with loan repayments is a challenging task that can affect both your financial and emotional well-being. Nevertheless, with a...[Read More]
Missing the bounce? Why market patience matters
27 March
Market volatility can be unsettling, especially when investment portfolios take sudden dips due to unpredictable economic or geopolitical events. Yet, history consistently shows that volatility is a natural part of market cycles, and investors who...[Read More]
Considerations with ESG investments â what you need to know
27 March
Environmental, social, and governance (ESG) investments are becoming more popular as people become increasingly aware of the need to consider how a company is run when making investment decisions. The goal is to generate financial returns while...[Read More]
Staying steady: managing emotions and maintaining focus during market volatility
20 March
Experiencing market volatility can be an emotional rollercoaster for even the most seasoned investors.  Feelings of fear, anxiety, and doubt often emerge as markets fluctuate, leading many to question their investment strategies and financial...[Read More]
A glass half full approach to wellbeing: five signs youâre doing better than you think
20 March
Wellbeing isnât just about feeling happy all the timeâitâs about developing resilience, security, and a positive outlook on life. A âglass half fullâ approach to wellbeing encourages focusing on progress rather than perfection, recognising...[Read More]
Top 10 concerns of retirees and how financial planners can help
27 February
Retirement marks the beginning of a new chapterâone filled with opportunities for relaxation, travel, and spending time with loved ones. However, it also brings unique challenges and uncertainties that can impact financial security and overall...[Read More]
Understanding generational segments: lifestyles, financial needs, and technology expectations
20 February
Introduction Each generation has distinct characteristics shaped by historical, social, and economic influences. These factors impact their financial priorities, lifestyle choices, and how they interact with technology. Understanding these...[Read More]
Investing in real estate and the top 5 questions to ask your tenant
20 February
Real estate has long been a popular investment strategy due to its potential for steady cash flow, appreciation, and tax advantages. Whether youâre purchasing residential properties, commercial spaces, or vacation rentals, real estate offers...[Read More]
Top 10 questions to ask your financial adviser and why a close relationship is key through lifeâs stages
13 February
Financial advice isnât a one-size-fits-all solution; it evolves as you progress through different stages of life. Whether youâre just starting out or planning to enjoy the fruits of your labour, having a close, ongoing relationship with your...[Read More]
Top 5 ways to add value to your home (and Top 5 ways to over-capitalise)
13 February
When it comes to increasing your homeâs value, smart investments can yield significant returns, whether youâre preparing to sell or simply enhancing your living space. However, not every renovation or improvement guarantees a positive return....[Read More]
What is ethical investing & how does it relate to ESG investing?
6 February
Investing is typically perceived as a wealthy-only pastime with no regard for the environment or social issues. However, that is not always the case, and the old mindset of making money for its own sake doesnât need to stay. Â People have become...[Read More]
Market volatility: why time in the market beats timing the market
13 March
Share market volatility is a natural and inevitable aspect of investing.  While market fluctuations can cause anxiety among investors, attempting to predict short-term market movements, known as âtiming the market,â often leads to missed...[Read More]