Self-managed super funds now manage more than $880 billion in assets, but where exactly are they investing and what can other investors learn from them? Australia’s self-managed superannuation fund segment is continuing to grow. New data from the Australian Tax Office released in early March shows the...
Did you know advised individuals are more likely to be successful when making an insurance claim? Here’s why. Andrew Zbik, a senior financial planner with Creation Wealth, has conceded that insurance “is a complex thing”. “Different insurance policies cover you for different events. The right combination of insurance...
Ever thought about taking a break from your routine, a “Financial Health Day” to spend some time tightening up your personal finances? While it might not be the most exciting day you will ever spend — unless the thought of saving a significant amount of money...
With these must-have portable gadgets and space-saving essentials, you can optimize your living space and simplify your daily routine while experiencing the open road. Seasoned travellers know all too well that space is a precious commodity when you’re exploring the open road in a caravan. Nothing...
Bigger is better, right? Not always, and certainly not anymore. Why doesn't displacement matter as much as it used to? If you’ve heard and wondered about terms such as 2.0-litre, cubic centimetres (cc) and displacement, you’re not alone. But it’s fairly simple: all relate to the...
Goals are important in keeping us motivated to get to where we want to be. When it comes to property, your 2023 goal may be to get a foot on the ladder, grow your portfolio or secure your dream home. The key to achieving goals is...
Staying the course, and not being distracted by short-term market events, is just as important in retirement as it is at any other time. Retiring from work shouldn’t necessarily equate to retiring from managing your investment portfolio. In fact, taking an active role in your investments during...
What's the difference between managed funds and ETFs? And which product type is right for you? Read more to learn the key features of both investment products and how you can start investing. If you're an investor on the Australian stock market, or are considering becoming...
The holidays are traditionally a time to relax and reflect on the importance of family. They are also an opportune moment to think about how you can care for and protect your family all year round. When you are enjoying the summer break with your loved...
Investing for your grandchildren is a great way to help secure their financial future. Investing for your grandkids is a wonderful way to provide them with a solid financial foundation for their future. Whether you’re looking to help pay for their education, give them a...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.