Being a proactive financial advisor means looking beyond the numbers on a screen. It’s not about reacting to the market or chasing returns. It’s about anticipating opportunities and risks before they appear, and making strategic decisions that protect and grow your wealth across every stage of life.
Thanks to improvements in living standards, medicine and technology, Australians are living longer than ever before – driving a demographic shift that investors can’t afford to ignore.
Passive investment funds have become a familiar feature in the portfolios of many investors around the world. However, as geopolitical uncertainty upends investment markets, actively managed investments may offer the flexibility needed to protect and grow investors’ savings through the storm.
This past financial year brought a wave of opportunity—and many super funds delivered, with double-digit growth across key asset classes. The big question: is your fund among the top performers?
More and more Australians managing their own super through SMSFs are outperforming the country’s largest funds—and they’re doing it with calm confidence, not complexity.
It’s a powerful question, and one we help clients explore every day. it’s about understanding your whole financial picture and the lifestyle you want to create.
The investment market volatility that kicked off in March 2025 has felt like a punch, particularly for those in or nearing retirement.
Global markets whipsawed following the “Liberation Day” tariff announcements on April 2, and subsequent developments throughout the month. Volatility was rife and trading volumes were robust.
