Articles

Tips and tricks to keep your financial house in order.

  • All categories
  • Latest news

Oliver’s Insights: Trump 2.0 – Why investors should expect a somewhat rougher ride, but it may not be as bad as feared

Key points: The economic and financial environment today is more challenging than when Trump first took over in 2017. He faces constraints from: rising bond yields; not wanting a sharp fall in shares; a razor thin House majority; and a political mandate to get the “cost of living” down. The result should be a better outlook for shares than many fear, albeit it will likely still be rough along the way.
Read Article

Don’t Let Fears Get in the Way of Your Goals

Money makes just about everyone nervous. And as we're approaching major life transitions, it can be hard to keep our money worries in check. But when you're working with an adviser and following a Life-Centred Financial Plan, many of your financial fears are no more real than the fear itself.
Read Article

Preparing Your Adult Children for Inherited Wealth

Talking to your adult children about inheriting your wealth might be awkward at first. But if you work through our six-part framework, you'll all feel better about your wishes, your kids' responsibilities, and your family's Return on Life.
Read Article

Being a Good Steward of Your Time in Retirement

Being a good steward of your time is a skill that will only become more important as you progress in retirement. We explore some ideas to help you manage your days with a sense of purpose and contentment that will improve your “Return on Life”.
Read Article

What Story Do You Want Others to Tell About Your Life?

As you think about the story of your life, ask yourself these three questions to reflect on what's happened so far and to write an inspiring rough draft of the chapters ahead.
Read Article

Why does insurance matter?

The unexpected events of the past few years, have made financial protection a front of mind matter for most Australians. Now more than ever we appreciate that life does not always go the way we plan. Having a plan in place if things do take an unexpected turn can mean that our health, lifestyle and […]
Read Article

What Does My Ideal Week in Retirement Look Like?

It can be difficult to picture yourself without a 9-to-5 job, even if part of that picture involves a beach-house or daily tee times. Where some retirees see carefree days and endless possibilities, you might be staring at a blank calendar worried that you’re going to go crazy without meetings, deadlines, and tasks that fill […]
Read Article

The escalation in Ukraine tensions – implications for investors

By Dr Shane Oliver (Head of Investment Strategy and Economics and Chief Economist, AMP). Article used with permission. Key points: Ukraine tensions have escalated with Russia ordering troops into Ukraine regions already occupied by Russian separatists. Share markets are at high risk of more downside on fear of further escalation and uncertainty about sanctions/gas supply […]
Read Article

Super opportunities you don’t want to miss

The Bill implementing the majority of the super changes proposed in the 2021-22 Federal Budget has passed both houses of Parliament and awaits royal assent. The Bill contains the following measures from 1 July 2022: changes to work test conditions extension of non-concessional bring-forward rule for people aged 67 to 74 reduced eligibility age for […]
Read Article

Could a Sabbatical Increase Your ROL (Return On Life)?

The personal and professional displacement we all experienced during the pandemic has inspired many people to reassess what work means to them. Rather than let these questions linger, it could be productive to approach them with a more formal plan of action, introspection, and recalibration. If your employer offers sabbatical benefits, now might be the […]
Read Article

What’s Your Debt Story and How Do You Feel About It?

In a recent study, half of Americans said their expenses are equal to or greater than their income (1). The statistics for Australians are likely to be quite similar. Revolving credit, particularly credit cards, is an increasingly significant part of the equation. The phrase “credit card debt” usually triggers red flags when we’re talking about […]
Read Article

Are You Living Your Life On Purpose?

Why, day in and day out, do you do the things that you do? Because you have to? Because you want to? Because you’ve had the same routine for years and you’re used to it?
Read Article

What is Your “Philosophy” on Insurance? Here’s What You Should Consider

Most people consider insurance an important part of their financial plan. But do you also have an insurance philosophy that you use to determine exactly how much coverage you need?
Read Article

3 Ways to Know When You Are Ready to Retire

There’s a pretty good chance that your parents and grandparents retired just because they turned 65. Today’s retirement is a bit more complicated than that.
Read Article