top of page


News and updates
Search


Risk And Resilience: Strategies For A Secure Retirement In Australia
Generation X faces unique retirement challenges: 40% have less than $100,000 in super, yet need $640,000 for comfort. Unlike Baby Boomers with guaranteed pensions, Gen X must navigate market risks and longevity challenges. Success requires three pillars: early action using compounding power, smart risk management, and diversified investments beyond super. Start now, every dollar saved today builds tomorrow's financial freedom.
6 days ago6 min read


Make Income Great Again: Lessons For Building Resilient Dividend Portfolios In Australia
Australian investors are rediscovering dividend investing as economic uncertainty drives the search for stable income. With the world's highest payout ratios and unique franking credit benefits, Australia offers compelling opportunities—but yield traps and concentration risks lurk. This guide reveals how to build resilient portfolios that deliver sustainable income and growth, from leveraging franking credits to avoiding dangerous high-yield pitfalls.
Jun 2510 min read


The Silver Rule of Investing: Understanding risk and staying steady in market corrections
BY WEALTH ADVISER In the unpredictable world of investing, where the promise of high returns often dazzles, a quieter principle shines...
Jun 165 min read


The Super Paradox Balancing Frugality and Fulfilment in Retirement
BY WEALTH ADVISER Introduction: The Superannuation Conundrum Australia’s superannuation system, designed to provide financial security...
Jun 94 min read


The Evolution of Retirement Planning: How New Super Rules and Investment Strategies Are Reshaping Financial Futures
BY WEALTH ADVISER Introduction: The Changing Landscape of Retirement Planning As we navigate through 2025, retirement planning in...
May 265 min read


From Super to Pension Building a Tax-Efficient Retirement Strategy in Uncertain Times
BY WEALTH ADVISER The transition from superannuation accumulation to retirement is a critical financial planning phase, fraught with...
May 215 min read


Avoiding wealth transfer pitfalls
BY PETER NEVILL Republished from firstlinks.com.au Audrey* enjoyed a rewarding life. Her devoted husband, Frank, passed a few years ago...
May 104 min read


Millennials and the Housing Dream Challenges, Solutions, and the Future of Home Ownership
BY WEALTH ADVISER Introduction: The Millennial Housing Dilemma The great Australian dream of home ownership has become increasingly...
May 84 min read


BOOM OR BUST? Understanding the Forces Shaping Australia’s Property Prices
BY WEALTH ADVISER Introduction Australia’s housing market has long been a subject of national interest and debate. House prices are not...
Apr 285 min read


Howard Marks warns of market froth
BY JAMES GRUBER Reprinted from firstlinks.com.au The word ‘bubble’ is thrown around in investment circles on a regular basis, but...
Apr 247 min read


Navigating Market Volatility The Buffett Way Timeless Strategies For Australian Investors
BY WEALTH ADVISER In the ever-changing landscape of financial markets, few voices carry as much weight as Warren Buffett’s. The Oracle...
Apr 177 min read


Retirement, Dividends, and Economic Shocks: Planning for a Secure Financial Future
BY WEALTH ADVISER Introduction: The Need for a Holistic Financial Strategy In an increasingly uncertain economic climate, individuals...
Apr 94 min read


An investor’s guide to potential U.S. policy changes in 2025
BY PAUL EITELMAN Reprinted from russellinvestments.com EXECUTIVE SUMMARY U.S. policies are set for a major reshaping as full Republican...
Apr 79 min read


Stoic Strategies for Weathering Financial Storms and Building Generational Wealth
BY WEALTH ADVISER Introduction: The Intersection of Philosophy and Wealth Management In today’s volatile financial landscape, navigating...
Apr 26 min read


MAKING THE RIGHT CHOICE: A Guide to Super Beneficiary Nominations for All Ages
BY WEALTH ADVISER Introduction Beneficiary nominations are a vital aspect of superannuation that often go overlooked. For people at any...
Mar 254 min read


Our finances should enable and not dictate our lives
BY MARK LAMONICA, CFA Republished from firstlinks.com.au The most motivated and successful people take a problem, outline a solution,...
Mar 176 min read


The Modern Retirement Equation: Balancing Work, Wealth, and Wellbeing
BY WEALTH ADVISER Introduction Retirement, once considered the ultimate reward for years of hard work, has transformed into a complex...
Mar 115 min read


ASSET ALLOCATION AND ADVICE: Securing Financial Health ThroughUpswings and Downturns
BY WEALTH ADVISER Introduction: The Role of Financial Advice Across Economic Cycles In a financial world shaped by both gains and...
Mar 34 min read


Trust Structures In Estate Planning: A Comprehensive Guide To Family And Testamentary Trusts
BY WEALTH ADVISER Introduction and Overview The landscape of wealth management and estate planning in Australia is increasingly...
Feb 285 min read


Beyond The Grave: Family Trusts, Deceased Estates, and Tax Strategies for Wealth Preservation
BY WEALTH ADVISER Introduction: The Complexity of Wealth Preservation In the intricate world of financial planning and wealth...
Feb 247 min read
bottom of page