Wealth Management

EOFY market update

EOFY market update: Global and Australian investment insights

As we look back on FY24 and ahead into the new financial year, we can see that the global and Australian...
Young couple reviewing their finances

Is your retirement at risk from your children?

For individuals approaching retirement, there is a strong focus on managing risks as they transition...

Market update: Global economic shifts and investment opportunities

Global market insights Global shares have recorded a significant rise over the past quarter, with a 14.1%...

Structuring your investments for retirement: maximising Australian superannuation benefits

Recent findings from Capital Preferences reveal that a staggering 78% of Australian pre-retirees aged...

Is it time to invest again?

Rising interest rates are not good for growth investments. As such, it hasn’t been surprising that...
The great wealth transfer

The great wealth transfer: tackling complex tax and inheritance issues

The great wealth transfer You may have heard of the impending ‘great wealth transfer’ where it is...
Market update: Interest rates continue to pose headwinds to the global growth outlook

Market update: Interest rates continue to pose headwinds to the global growth outlook

Market update: Interest rates continue to pose headwinds to the global growth outlook

Your guide to superannuation guarantee (SG) contributions

Superannuation: Removal of the work test and associated planning benefits

Those aged 67 to74 are not required to meet the work test when making or receiving non-concessional or salary sacrificed superannuation contribution

LDB quarterly share market review: First quarter (Q1) 2023

Bearish outlook for share market

The share market is looking bearish, as interest rates and inflation remain high and unstable events unfold across the global banking sector.

Reserve Bank pauses interest rates at 3.6 per cent after 10 consecutive increases

Reserve Bank pauses interest rates at 3.6 per cent after 10 consecutive increases

Mortgage holders can finally enjoy some financial reprieve after 10 months of back-to-back interest rate hikes, but it may only be temporary.

How to choose a financial planner to grow your wealth

How to choose a financial planner to grow your wealth

Choosing a financial planner to grow wealth is one of the most important decisions you will ever make, so you need to get it right.

‘Remain cautious’: Australian market resilient but unknown lies ahead

‘Remain cautious’: Australian market resilient but unknown lies ahead

The Australian share market has shown resilience over the past year, but it’s still important to exercise caution going forward.

Market update: Interest rates continue to pose headwinds to the global growth outlook

Interest rates continue to pose headwinds to the global growth outlook

Market volatility has increased steadily this year due to rising inflation and interest rates, but not all is lost. Read our full review here.

Aussies who engage a financial planner better off, says study

Aussies who engage a financial planner better off, says study

Australians who work with a financial planner are not only better off financially, but have a better overall quality of life, research shows.

FAQs: What medical professionals should know about insurance and financial planning

FAQs: What medical professionals should know about insurance and financial planning

Insurance is an important part of a financial plan, and it’s particularly important for medical professionals who work in different ways.