Spin the globe: A three-week luxury adventure for two
9 July
Successful careers can bring exciting opportunities, but they can also make it difficult to step away from busy schedules and decide how to spend precious holiday time. For a young professional couple with no children, travel offers the chance to...[Read More]
Oliver’s insights – 2025-26 saw lots of noise but strong returns (again) – can it continue?
8 July
Key pointsWhile we saw a long list of worries over the last year, 2025-26 saw another financial year of strong returns.
Risks around Iran and oil, various other geopolitical issues, sticky inflation and possible further rate hikes and AI related...[Read More]
The new financial year has begun: What are your numbers really telling you?
9 July
Once tax time has passed, many small business owners breathe a sigh of relief and move on. But the start of a new financial year is actually one of the best times to pause, review your numbers, and ask: what did last year really show us?
Your...[Read More]
Living well in aged care: Mental stimulation, purpose and connection
9 July
Moving into aged care does not mean giving up independence, personality or purpose. In fact, with the right support, aged care can offer many opportunities for older people to stay mentally active, socially connected and emotionally fulfilled....[Read More]
Investment markets and key developments – Weekly market update 03/07/2026
8 July
Global shares mostly saw strong gains over the last week as the oil price remained down, inflation fears subsided and slower US payrolls removed some pressure for a US rate hike. For the week US shares rose 1.8%, Eurozone shares rose 2.7% to a...[Read More]
Oliver’s insights – Was life really better in the good old days?
8 July
Key pointsAngst about economic conditions has been running high in recent times. This is evident in chronically low consumer confidence readings and a downtrend in measures of happiness. It’s also arguably evident in the rise of populist...[Read More]
How to save money around the home amidst the rising interest rates
9 July
With interest rates rising almost everywhere, including Australia, people have begun tightening their purse strings as best they can.
However, decreasing spending to ensure your expenses match your reduced budget could mean barely any savings or...[Read More]
How to be healthy, wealthy and wise
9 July
Living your best life is not about chasing perfection. It is about making steady, thoughtful choices that support your health, strengthen your financial position and help you make wiser decisions along the way. The old saying “healthy, wealthy and...[Read More]
Super funds defy global upheaval to deliver big gains
8 July
In a lacklustre year for Australian equities, superannuation funds have provided a bright spot for those members securing double-digit returns.
The financial year began with residual worries about US tariffs, with the US-Israeli war with Iran...[Read More]
Australian Taxation Office (ATO) and ‘myGov’ impersonation scams
8 July
With tax time 2026 fast approaching, Scamwatch and the Australian Taxation Office (ATO) are reminding Australians to be aware of communications claiming to be from the ATO or ‘myGov’.
Scammers make phone calls, send fake emails, texts, or...[Read More]
AI on the sly: more Aussies are using chatbots for work
8 July
One in three Australian workers are using artificial intelligence to get ahead without telling their employer, and even more say using the technology makes them feel like they are cheating.
But their guilty secret is increasing productivity in the...[Read More]
Taking legal action against a small business: What to consider first
9 July
At some point, you may find yourself in a dispute with a small business. It may involve unpaid money, poor workmanship, a contract disagreement, misleading conduct, failure to deliver goods or services, or a breakdown in communication. While it can...[Read More]
Life insurance considerations for small business owners
9 July
For many small business owners, the business is more than a job. It may be the main source of household income, a major family asset, a retirement plan, and something employees and customers rely on every day.
That is why life insurance should...[Read More]
How to teach your kids about investment
9 July
As a parent, you want what’s best for your children. This is why you teach them about cleanliness, health, nutrition, good behaviour, the value of education and so on. But how come very few parents take the time to teach their kids about...[Read More]
Your insurance renewal has arrived: 7 conversations to have with your partner
8 July
When your general insurance renewal arrives, it can be tempting to simply check the premium, sigh at the increase, and pay it before the due date. But your renewal notice is more than just another bill. It is a timely reminder to sit down with your...[Read More]
