Regaining financial control after a scam

A year before retirement, Tess’s superannuation plan was on track, and she was imagining her post-work life. With savings of $34,000 at the bank, she was looking to park it somewhere it could earn better interest while rates were rising. Considering herself reasonably savvy with money, she began investigating her options. After hearing about someone […]

Building financial resilience

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Resilience is the ability to quickly recover from setbacks, and while setbacks can come in many forms most of them will have a financial component. So, what can you do to build financial resilience? Expect the unexpected Rarely do we get advance warning that something bad is about to happen to us, so the time […]

Active or Index Funds: What’s Your Best Bet?

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Ever glanced at a list of different managed funds and wondered why some have remarkably low fees compared to others? Chances are, the ones with lower fees are index funds, also known as passive funds. Over the last couple of decades, index investing has become increasingly popular, with big players like Vanguard and Blackrock managing […]

Quarterly Economic Update: Jul – Sep 2023

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Australia’s annual inflation rate has taken an unexpected step up, increasing pressure on the Reserve Bank to push interest rates higher and once again raising the prospect that Australia will fall into recession sometime over the next few months. The annual inflation rate for the year to August reached 5.2 per cent, up from 4.9 […]