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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


TRUMP 2.0: Navigating Investment Strategies in a Shifting Global Landscape
BY WEALTH ADVISER Introduction and Market Context The global financial landscape stands at a pivotal moment following Donald Trump’s...
Feb 136 min read


Superannuation or shelter? Rethinking the path to wealth and stability
BY WEALTH ADVISER Introduction Australia’s housing market has long been a cornerstone of wealth generation, yet its increasing...
Feb 114 min read


NAVIGATING UNCERTAINTY: Investment Strategies Amid Rate Cuts, Political Shifts, and Global Trade
BY WEALTH ADVISER 1. Introduction In today’s interconnected global economy, investors face a complex landscape shaped by monetary policy...
Feb 46 min read


Super and growth assets as long-term investments
KEY POINTS • While growth assets like shares go through bouts of short-term underperformance versus bonds and cash, they provide superior...
Dec 16, 20245 min read


Common Stocks And Uncommon Profits
BY WEALTH ADVISER “Common Stocks and Uncommon Profits” is a seminal work on investing by Philip A. Fisher, first published in 1958. This...
Dec 16, 20248 min read


Beyond The Will A Comprehensive Guide To Modern Estate Planning
BY WEALTH ADVISER Introduction: The importance of estate planning in the modern era Estate planning is a crucial aspect of financial...
Dec 16, 20248 min read


The Psychology of Money by Morgan Housel
by Morgan Housel and Wealth Adviser “The Psychology of Money” by Morgan Housel is a captivating exploration of how our minds shape our...
Dec 10, 20248 min read


Ageing Populations and Investment Trends: A Deep Dive into Australia’s Future
BY WEALTH ADVISER Introduction Australia is undergoing a significant demographic shift, with a growing proportion of its population...
Dec 6, 20245 min read


AGED CARE REFORM: The Consumer Protection Challenge And What It Means For You
BY WEALTH ADVISER Introduction Aged care in Australia is undergoing significant transformation. With an aging population, the demand for...
Dec 4, 20245 min read


Why life expectancy numbers are widely misunderstood?
BY DAVID ORFORD AND JIM HENNINGTON Republished from firstlinks.com.au The Encyclopaedia Britannica website explains that life...
Dec 2, 20245 min read


The Importance of Home Ownership in Achieving a Comfortable Retirement
BY WEALTH ADVISER Introduction: Retirement planning is a critical aspect of financial well-being for Australians. As the population ages...
Nov 28, 20245 min read


Navigating The Risks Of Retirement
BY JUSTINE MARQUET Republished from firstlinks.com.au The world has undergone a transition in its financial climate, moving from...
Nov 26, 20245 min read


CPI may understate the rising costs of retirement
BY HARRY CHEMAY Republished from firstlinks.com.au The post-lockdown resurgence of the Australian economy between 2021 and 2023 brought...
Nov 21, 20246 min read
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