Interest rate swings, market volatility and global tensions make one thing clear: wealth management needs both protection and growth strategies to thrive. Finding the balance between driving growth and safeguarding capital takes a disciplined approach to portfolio construction but it could help your wealth to endure,...
Many parents and grandparents worry about how to help the children in their lives achieve financial independence. But the value of long-term investment can seem like a dry and complicated idea for kids to get their heads around.In fact, many young people would like to...
Investing successfully and improving your investment portfolio can be as much about minimising mistakes as trying to pick the ‘next big thing’. It’s all about taking a calm and considered approach and not blindly following trends or hot tips. Let's delve into some of the most...
Many investors breathed a sigh of relief at having survived (and even thrived) the turbulent economic and political events of 2025. Super funds posted strong double-digit returns for the 2024-2025 financial year. Australia recorded modest economic growth, while inflation cooled a little throughout the year -...
Be suspicious of anyone offering you easy money. Scammers are skilled at convincing you that the investment is real, the returns are high and the risks are low. There's always a catch. If you think you've been targeted by scammers, act quickly. For steps to take...
Review your investments regularly to make sure you're on track to reach your financial goals and you're comfortable with the investment risks. Find out how to review your investments' performance and what to do if you're not getting the returns you expect. Monitor your investments regularly How often...
Investors have faced a wild ride in 2025. The excitement may not be over. Equity and fixed income markets took less than a month to recover after U.S. tariff announcements in early April sent them reeling, giving investors a valuable opportunity to reexamine their relationship with...
A well-thought-out investment plan can help you thrive financially as well as protect you from falling into some common behavioural investment traps. But how do you create an investment plan? And where do you start? Start with financial goals. Studies show that people are more successful when...
Low interest rates have intensified the search for higher income returns Noted in a recent article, Australian households are now holding record amounts of cash. Reserve Bank data shows the weighted average interest rate being paid on term deposit amounts up to $10,000 held in authorised deposit-taking institutions (ADI)...
A simple guide for investors and pensioners Australia’s latest dividends stream was flowing strongly recently as many listed companies and exchange traded funds (ETFs) collectively paid out income returns directly to their investors. The bulk of those payments were the dividends that were declared in August during...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares. 
