News & Opinions
Money is often seen as the gateway to a better life, yet many people discover that earning more does not automatically translate into feeling happier. While the world has become more comfortable, safer and wealthier than ever before, our sense of contentment has not kept pace. This raises an important question: is happiness really about how much money we have, or about how we think, compare and choose to use it?
This year’s Budget delivered something unexpected – a genuinely positive outcome for taxpayers and investors alike. With anticipated tax increases scrapped and several long-awaited adjustments finally implemented, this year’s Budget creates meaningful opportunities for thoughtful financial planning. Read further to unpack the changes that matter most and explain how they may be used to strengthen your overall financial plan.
Barry takes a light-hearted, but honest look at why money cannot fix what time and care do. It is a reality check for anyone tempted to swipe their card as a shortcut to connection.
So, before you join the Valentine’s Day sprint, pause and ask: what is the real gift your loved ones want? Spoiler alert – it is not in a shopping bag.
Barry recently returned from an enlightening trip to China, where he experienced firsthand the dynamic blend of tradition and innovation. From the bustling cities to the rapid technological advancements, Barry’s insights into his trip offer a unique glimpse into a country that is reshaping the global economy. Read further to see what makes China a fascinating destination for travellers and investors alike
Most people believe they do not have enough saved for retirement, but this month’s feature encourages a fresh perspective. The article delves into how to reassess your financial situation and you may discover that you are more prepared for retirement than you think. It may well be time to allow your money to work for YOU.
After reading The Soul of Wealth (Daniel Crosby) and a Morningstar research paper by David Blanchett (2014), we thought we should share these simple and powerful lessons that we hope will help you with your financial planning.
Rather than accumulating funds in investment accounts, we encourage you to think about what you want your money to do for you. Choosing specific lifestyle goals that align with your values will give your money a ‘Why’. Create investment accounts specifically for these goals. The behavioural outcomes and benefits are remarkable. Read on to see why!
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