Estate planning for blended families – proceed with care 

  • Estate planning for blended families – proceed with care 

    Education, Retirement

    Despite a slowdown in Australian economic and productivity growth in the last five years, Australia’s economy is usually considered strong and resilient when compared with other developed nations. Given our economic strength, why would anyone want to invest anywhere else? 

    To answer this question, let’s consider what stocks might be included in a share portfolio with an international focus.  

    For simplicity purposes, we will look into the portfolios of a leading provider of index managed funds and their top 10 holdings. These funds tend to be passively rather than actively traded, and seek to reflect their chosen share index over the medium-to-long term.

  • Super contributions explained . . . easily 

    Updated on Education, Superannuation

    A client once shared a poignant regret:
    “When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”
    This simple reflection struck a chord with me. It got me thinking about the delicate balance between saving for the future and living fully in the present. While we all know the importance of financial security, is it possible to save too much—at the expense of the moments that matter most?

  • Quarterly Economic Update: Feb-Apr 2025

    Updated on Economy, Investing

    A client once shared a poignant regret:
    “When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”
    This simple reflection struck a chord with me. It got me thinking about the delicate balance between saving for the future and living fully in the present. While we all know the importance of financial security, is it possible to save too much—at the expense of the moments that matter most?

  • Just Retired? Now what?

    Podcast

    Just retired and wondering what comes next? In this episode of the Investment Motivation podcast, Rob Goudie and Rachael Todman walk through the key financial decisions that come with the…

  • Avoid Lifestyle Inflation

    Updated on Budgeting, Economy

    A client once shared a poignant regret:
    “When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”
    This simple reflection struck a chord with me. It got me thinking about the delicate balance between saving for the future and living fully in the present. While we all know the importance of financial security, is it possible to save too much—at the expense of the moments that matter most?

  • Understanding Managed Funds

    Education, Investing

    A client once shared a poignant regret:
    “When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”
    This simple reflection struck a chord with me. It got me thinking about the delicate balance between saving for the future and living fully in the present. While we all know the importance of financial security, is it possible to save too much—at the expense of the moments that matter most?

  • Wait! Before you buy that…

    Updated on Budgeting, Education

    A client once shared a poignant regret:
    “When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”
    This simple reflection struck a chord with me. It got me thinking about the delicate balance between saving for the future and living fully in the present. While we all know the importance of financial security, is it possible to save too much—at the expense of the moments that matter most?

  • Market Volatility Explained – And What to Do

    Podcast

      Markets go up—and they come down. In this video, we talk about what really matters during periods of volatility: your behaviour as an investor. We explain why reacting emotionally…

  • What happens to my superannuation if…? 

    Updated on Retirement, Superannuation

    A client once shared a poignant regret:
    “When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”
    This simple reflection struck a chord with me. It got me thinking about the delicate balance between saving for the future and living fully in the present. While we all know the importance of financial security, is it possible to save too much—at the expense of the moments that matter most?

  • Australia’s Elite Investors: What you can learn

    Updated on Podcast

      Ever wondered how Australia’s wealthiest individuals invest? In this episode, we break down the key strategies used by the richest Australians, from diversification and asset allocation to investing in…

  • The Biggest Money Mistakes before Retirement

    Podcast

    Retirement planning isn’t just about the final years before you stop working—it starts much earlier. The financial mistakes you make in your 20s, 30s, and 40s—like taking on too much…

  • Building Wealth the Right Way

    Podcast

    Everyone wants to build wealth, but with so much financial noise—crypto schemes, margin lending, and “trade your way to riches” promises—it’s easy to get lost in the hype. The truth?…

  • How we invest (& why we’re different)

    Podcast

    Not all financial advice businesses invest the same way. In this episode, we explore how Consortium Private Wealth has developed its unique investment approach over the past 25+ years. Rob…

  • Quarterly Economic Update: October-December 2024

    Updated on Economy, Finance, Investing

    The final quarter of 2024 reflected a mixed economic landscape. While consumer spending and equity markets showed resilience, persistent inflation, cost-of-living pressures and a cooling housing market have tempered optimism….

  • Investing for income 

    Updated on Education, Investing

    Share markets are renowned for taking unexpected downturns and while history shows that markets eventually recover, this rebound in value can occasionally take time. Investors concerned about this risk might…

  • Dealing with Post-Christmas Blues

    Updated on Budgeting, Education

    The days leading to Christmas, holidays and celebrations are exciting, frenetic times. They’re a whirl of parties and social engagements, gifts and food to be purchased and travel arranged. The…

  • Investment Deep Dive: HUB24 (ASX: HUB)

    Updated on Podcast

    In this episode, we explore HUB24 (ASX: HUB), a $5.9 billion diversified financial services business known for its cutting-edge platform solutions and cloud-based technology. With a 7.5% share of the…

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