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7 Things to Consider When Making a Will

7 Things to Consider When Making a Will

Sep 13, 2021

There is a lot to consider when making a Will. Having a Will is the only way to ensure that your assets will be distributed the way you want. It mitigates potential arguments between your loved ones. More than 50% of Australians DO NOT have a Will or a valid... read more
What Oracle look for in an investment

What Oracle look for in an investment

Sep 06, 2021

We explain, what we look for in a investment! The Oracle investment team spends a good portion of their time looking for quality, growing businesses trading at reasonable prices. However, “quality”, “reasonable price” and even “growing” mean completely different... read more
That new car feeling

That new car feeling

Aug 30, 2021

I’ve had the privilege of being a financial advisor for 15 years now, and in that time, I have managed to assist a considerable number of clients retire. I remember many conversations with clients saying, ‘we don’t prioritise our cars over our lifestyle’ or ‘we’ve... read more
Lockdown and what it has taught me

Lockdown and what it has taught me

Aug 20, 2021

I have to be honest, when I sat down to write about what I have been doing while living through lockdown, I was stumped. I couldn’t think of anything that was of merit. But I guess, it doesn’t have to be a huge accomplishment at the moment, getting through this is an... read more
Riding the wave

Riding the wave

Aug 06, 2021

Riding the wave of life has many highs and lows, when striving to achieve your personal goals in life. Owen Wright, champion Australian surfer has handled the lows of injury and the highs of winning an Olympic medal recently at the Toykyo Olympics. The recent coverage... read more
Financial Plan: A piece of cake

Financial Plan: A piece of cake

Jul 22, 2021

Many believe a financial plan is a cake solely full of just investments. But it’s made up of many slices of cake including a Budget, Risk Management, Tax Strategies, Estate Planning, Investments and lastly Emotion & Behavior Management. As a financial adviser from... read more
2021 Super reforms explained

2021 Super reforms explained

Jul 15, 2021

The biggest super reforms were recently introduced by the Australian government. Josh Fydenberg stated that the reforms “will drive lower fees, improve fund performance and prevent the creation of millions of unintended accounts,” he said. The government estimates... read more
Australian Market at All-time Highs: Are we in a bubble?

Australian Market at All-time Highs: Are we in a bubble?

Jun 25, 2021

The Australian market this month has reached record highs, fully sealing a market recovery from the March 2020 low amidst covid-19 panic and lockdowns. And as the market continues to climb, thumbing its nose to negative economic data, it has prompted an increasing... read more
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