Intelligent Financial Outcomes

Choose investments that are right for you. When it comes to choosing an investment option when you join a super fund, there are several key questions you should ask yourself: Do I understand how asset classes work? What is my … Read more

Saving money doesn’t come naturally to everyone. Some people are wired to save – for others it takes a bit more discipline; but developing good savings habits can do so much for both your financial wellbeing and your future security. … Read more

While there has not officially been any death duties in Australia for decades, they definitely still exist, albeit under another name – superannuation death benefit taxes. As superannuation assets and individual balances continue to grow, more and more Australian families … Read more

Key points US regional bank failures have added to uncertainty about the investment outlook flowing from inflation and rate hikes. Specific issues with the failed banks and action to protect depositors may limit broader problems for US banks. The wider … Read more

There are many asset classes you can invest in and shares are just one type that you might find in an investment portfolio. But what are shares and how do they work? What are shares? Shares (also known as stocks … Read more

With the number of unpredictable events that have happened in the past few years, from COVID to inflation, being financially prepared for a crisis has never been more important. If an emergency were to happen, like an unexpected job loss, … Read more

A helpful guide to understanding the basics of super. Superannuation, commonly known as ‘super’, is money set aside while you’re working so you’ll have money for retirement. Your money is put into a fund, where it’s invested on your behalf … Read more

Save it. Invest it. Pay down debt. When it comes to deciding how to invest $10k, there are plenty of options to consider. Whether you’ve won the lottery or received an inheritance, $10,000 is a significant amount of money. So, … Read more

Building your wealth for the long term starts with a sound investment strategy; but with so many options outside your superannuation fund, from bonds to managed funds, where should you begin? Understand your risk profile and timeframe Almost every type … Read more

Is an investment property the right choice for you in retirement? What you need to know about buying an investment property Buying a rental property is a very popular investment in Australia. For many investors, the appeal of owning an … Read more