our blog

We gather our latest insights, and relevant information from government announcements and other sources, which we believe will benefit both our clients and the community. We then simplify the language and remove any unnecessary jargon, and share the information here, to ensure it’s easy to comprehend.

What makes us change? Why do we resist making improvements in our lives? Often you know you should take some action but … but … there is always a reason not...

We are constantly hearing reports about the rise of personal fraud in Australia, but have you ever looked at the figures? The federal government’s website ded...

The value of professional financial advice is more than money Imagine what your life could be like. Now imagine if you had someone working with you who knew th...

By David Booth, Chairman and Founder – Dimensional Can artificial intelligence help pick stocks? More specifically, can investors use AI to determine the ...

Clients of a financial planner, according to the inaugural How Australia Retires report by Vanguard, are already well on their way to achieving a high confidenc...

2023 EOFY Checklist

Many people don’t think of their super at all during the year, but this is the time to start looking at how you can save tax and help grow your super balance....

The 2023 Australian Federal budget has been delivered and with it comes a multitude of analysis and commentary from various sources. With so much information av...

As we steadily move towards a cashless society, technology such as ‘tap and go’ has meant that Australian households are one of the most in debt in the worl...

In Australia, household debt is on the rise, with the average household owing over $260,000 in 2021* , according to the Australian Bureau of Statistics. If you&...

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