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Stay informed and inspired with insights from our experts. Explore our collection of articles covering essential finance updates, thought leadership from our financial advisers, and the latest industry trends to help you make smarter financial decisions.
Health Kick!
COVID-19 has certainly put the focus on our wellbeing and the health care system. When it comes to getting health treatment, timing is often the most overwhelming consideration. And as everybody knows, life can feel short enough without the anxiety of having to end up on a waiting list.
Investment Commentary – April 2021
Global sharemarkets performed strongly in April, continuing the positive sentiment that has existed for most of 2021 so far. The three key themes for the continued strong performance are: The continued roll-out of the Covid-19 vaccine across the world; Better than expected results from US...
COVID-19 and the global market performance
There is an old saying that states if something seems too good to be true then it probably is. And in a world where bank term deposits are paying less than 1%, investors should look at funds with returns of 30% with suspicion. AdviceFirst adviser Brent Hunt provides commentary on the 12 month...
Understanding your retirement investment projection
You have just received an investment projection from your financial adviser. On first glance it looks as though you’ll be running out of money in retirement. It’s been a long day and suddenly you feel an unwanted sense of panic. Stuffing the report into the folder marked “retirement”, you head to...
Trauma insurance – help when you need it most
Nobody likes to think about serious illness or injury, but putting the right insurance policies in place will help protect your finances should you find yourself in these situations. One of our clients, James*, 61, was diagnosed with prostate cancer over a year ago. As you can imagine this was a...
New housing policy: a boon for diversified investors?
The Government has announced significant changes to taxation that will affect residential property investors. Designed to slow runaway house prices, the phased removal of mortgage interest deductibility from rental income was unexpected and received a mixed response. For those looking to buy a...