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High Net Worth Investment & Asset Management

Why it’s important to have geographical diversification in your investments

Sarah Gonzales

Apr 09, 2021

When we talk about investment diversification, often people think about different asset classes or even different industries, but a critical one is geographical diversification.  Essentially, this is about ensuring you…

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Protecting your children’s inheritance from divorce

Preston Foster

Feb 25, 2021

Family relationships are complex and constantly changing. Whether it is your divorce or that of one of your children, a marriage breakdown changes dynamics. While you may maintain the most…

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7 common investment mistakes and how to avoid them

Sarah Gonzales

Feb 18, 2021

According to ASX data, 2020 saw an influx of first-time investors into the Australian share market, as uncertainty saw many looking for new ways to protect and grow their finances….

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GameStop: What happened and what can investors learn from it?

Sarah Gonzales

Feb 05, 2021

By now, you are probably aware of the controversy surrounding recent investment in GameStop, a US-based gaming retailer. In case you missed it, essentially retail investors on the Reddit chat…

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The US Election Result: What it means for Australian investors

Sarah Gonzales

Nov 13, 2020

Many of us watched the US Election unfold with bated breath as we waited to hear whether the American public would re-elect President Trump or look to a new path…

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How to actively manage your mortgage – and why you should.

Matthew Baker

Sep 30, 2020

How long ago did you take out your home loan?  Since then, how often have you talked to your lender or broker?  If you haven’t kept in touch, you are…

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What could the abolishment of stamp duty mean for property purchases in 2020?

Sarah Gonzales

Jul 29, 2020

No one likes a tax, but it’s fair to say that stamp duty is one of the most universally loathed. It was a tax that was essentially meant to be…

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Aussies in the US: What to consider when building assets

John Versace

Jul 02, 2020

Determining where to build your assets and invest your money is a key decision for any expat. For Aussies living in the US, currency fluctuations and tax implications can have…

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Tips and Trends for Investing Post-COVID19

Sarah Gonzales

May 19, 2020

As restrictions start to lift, many Australians are starting to think longer-term and there is growing optimism about the future. Many people are also thinking about their finances and how…

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What to consider before investing during COVID-19

Sarah Gonzales

Apr 08, 2020

A financial downturn, like the one we are experiencing as a result of COVID-19, can be a rollercoaster, as we ride daily market ups-and-downs. It can also be a time…

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Are timeshares ever a good investment?

Andrew Dunbar

Sep 26, 2019

Most of us have read or even heard first-hand about timeshare disasters, yet the industry remains a lucrative one; in Australia alone, it’s valued at around $600 million. So, is…

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Tips to get started with investing

Emily Lanciana

Sep 10, 2019

As a financial planner, I hear many reasons why people don’t think investing is right for them; from ‘I don’t have enough money’ through to ‘I don’t know where to…

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