Discover how inflation, interest rates, and GDP growth impact your personal finances and investments. Get insights from an Adelaide financial
Read MoreExplore passive, value, and growth investing strategies to find the right one for your goals. Insights from an Adelaide financial advisor for a custom plan.
Read MoreStaying informed on the latest market and economic trends is essential for any investor. The June 2025 Mercer Chart Pack provides a comprehensive overview of the global financial landscape, offering insights into everything from the Australian economy to the performance of various global asset classes. This summary captures the key highlights from the report.
Read MoreRiding the Waves: Bull vs Bear Markets Explained
Every investor loves a bull market, but bear markets are an unavoidable part of the journey. According to Mercer's Bull & Bear Charts – March 2025 report, understanding how these cycles play out can help investors build resilience, stay calm during downturns, and stay focused on long-term gains.
Let’s break down what this 2025 report reveals about market behavior in Australia and the U.S., and what that means for investors today.
Read MoreThree things to consider when planning for an early retirement. Few of us go through our entire careers without at least thinking about the prospects of retiring early. Perhaps it is after a difficult period at work. Perhaps after a special vacation.
Read MoreFIRE stands for financial independence, retire early. I was critical of certain elements of the movement while supporting the overall goal. Offering a criticism without an alternative doesn’t help anyone.
Read MoreThe intergenerational wealth transfer will see many assets bequeathed. Most of these assets won’t be cash. Share portfolios are a common way that beneficiaries will receive assets – especially when the owner is an income investor that is living off dividends without drawing down on the capital of the portfolio.
Read MoreMore than one million Australians control their own superannuation investments through a self-managed super fund (SMSF), managing over a quarter of Australia’s $3.3 trillion asset pool. If you’re considering joining them, it’s important to first understand what you hope to get out of it.
Read MoreAn aging population will drive policy decisions. New forecasts from the Australian Bureau of Statistics (ABS) highlight how quickly our population will age, and investors need to prepare now for the enormous changes that it will bring.
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