SMART Life - Issue 15 - Summer 2024

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SMART Life - Issue 15 - Summer 2024

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Why Charitable Giving Makes Us Happy.

We step through recent research that shows why giving to others can provide us with a mental boost. Interestingly, we feel happier when we have a choice in how and to who we give, and when we see the results of our generosity.

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The outlook for growth opportunities in small cap shares.

Rising interest rates hit smaller companies harder than their larger peers. Now it looks like the rate rise cycle could be coming to an end and some investors are starting to consider smaller Australian company shares again. We explain what this means for your investment portfolio.

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How to spend less this Christmas.

After a year of belt-tightening, spending big over Christmas can risk undoing good budget habits. We share 12 ways to take the financial sting out of Christmas while still experiencing the joys of the season.

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Financial advice is all about helping you to live your best life.

We can help you budget, build wealth and make sure your income is covered adequately to avoid stress and live a life you love.


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24 Oct

Market Wrap - September 2024

The presidential election in the US on 5 November could dominate headlines during October, before the next meeting of the Federal Reserve later that same week. Investors are already debating whether a further reduction in borrowing costs in the US could be announced following this meeting.


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24 Sep

SMART Life - Issue 18 - Spring 2024

The global economy is being shaped by conflicting triggers. These include productivity-boosting technology innovations, geopolitical tensions and the strident efforts of central banks to bring inflation under control. We examine the economic outlook and discuss the implications for your retirement savings.


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31 Jul

Market Wrap - July 2024

With inflation coming off the boil, there was optimism that borrowing costs have peaked and could be lowered later this year. In turn, this could be beneficial for corporate earnings.


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