Despite the temporary, sudden downturns caused by the 2007-2009 global financial crisis and the 2020-2021 COVID pandemic, the value of the ASX increased by more than 160% between 2000 and 2024, as evidenced by the growth in the ASX 200 market index. This demonstrates that it’s better to invest in a variety of shares rather than sticking to just a few.
Over the last few years, I’ve taken on the management of many self-managed superannuation funds (SMSFs), and in doing so, I’ve encountered a particular investment type that often causes significant…
When you have a spare $500 and are wondering whether to spend it or save it, why not consider a third option?
Invest it. Make a commitment to your financial future, instead of wasting it on purchases that will deliver only temporary pleasure.
Invest that $500 and watch it grow. Here’s how.
We often think investing is about the numbers: profit margins, balance sheets, dividend yields, and all that jazz. And yes, they’re important—but if you ask me, there’s something even more…
When it comes to investing, most people focus on picking the right stocks, finding the best superannuation fund, or minimising their tax bill. And don’t get me wrong, these things…
Market volatility is a natural part of investing in global share markets. Over the past 26 years as a financial adviser, one lesson has stood out: while short-term market movements…
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?
When people think about investing, they often focus on the numbers: analysing balance sheets, forecasting earnings growth, understanding sectors, and evaluating dividend yields and price-to-earnings ratios. While these elements are…
As a financial adviser, I often see retirees who are far more stressed and anxious about money than they need to be. Ironically, money—something that should offer freedom and peace…
Volatility is part and parcel of investing in share markets. It’s what makes them exciting when prices are climbing but equally nerve-wracking when they swing downward. As much as we’d…
The question I’m often asked is whether it’s still possible to accumulate enough wealth for retirement without taking on debt. And the answer is simple: yes, it is. While leveraging…
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