The Australasian Investor Relations Association has called for greater transparency of retail shareholder rights when using investment facilitators. A growing number of retail investment facilitators (IFs) are failing to deliver the “Full Share Ownership Experience” (FSOE) to their clients, the AIRA has claimed. In a statement issued...
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...
After a difficult year of COVID disruptions and uncertainty, the summer holidays can’t come quickly enough. It’s a chance to refresh and reflect on the year that was and hopefully set some goals for year ahead. Yet this year more than most, many of us may...
It can be intimidating holidaying alone, especially when you’ve never done it before. But despite the initial uncertainty (and the dreaded single supplement), solo travel can be one of the most rewarding ways to see the world. You’ll have the opportunity to discover new places at...
Before you decide to turn the car around and head home, try a few of these techniques to prevent the kiddies from ruining your family drive. Road trips are the ultimate way to explore Australia. Whether taking the family on the long-awaited Big Lap or escaping...
With interest rates set to rise, experts have looked at potential impacts on property prices. Rising interest rates have historically led to weaker home values, potentially setting the stage for falling prices within the year. Analysis by CoreLogic found that interest rates and the national property values...
Superannuation is a long-term financial relationship. It begins with our first job, grows during our working life and hopefully supports us through our old age. Throughout your super journey you will experience the ups and downs of bull and bear markets so it’s important to keep...
When the coronavirus pandemic hit financial markets in March 2020, almost 40 per cent was wiped off the value of shares in less than a month. Understandably, many investors hit the panic button and switched to cash or withdrew savings from superannuation. With the benefit of hindsight,...
Life insurance is one of the most important investments you can make to protect your family’s future wellbeing. And like any investment, it needs careful consideration. Taking out too little or too much insurance can be costly. Failing to disclose all relevant information to an insurer...
The term goal must be one of the most overused, abused and least successful words in the English language, especially in the corporate world. It’s why I prefer the less ambiguous term ‘target’ because when we are seeking to make the most of our financial lives...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.