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Festive Fear to Festive Cheer!

Festive Fear to Festive Cheer!

Dec 01, 2021

Doesn’t it feel as though this time of year comes around even faster every year now? Realistically, though it is that extra lap around the sun every time, 365 days. However, it seem to be upon us so much faster. I remember as a small child, the weeks leading up to the... read more
She’ll be right… till it’s not

She’ll be right… till it’s not

Nov 25, 2021

For many, your financial planning journey is about staying on financial track towards your goals (generally for retirement). The majority of my clients reach their goals through hard work and smart financial decisions. But the reality is, though we won’t admit it.... read more
Your Guide to Centrelink Entitlements

Your Guide to Centrelink Entitlements

Nov 10, 2021

Centrelink entitlements in retirement are always nice if you can get them!! The Government entity known as Centrelink can bestow on us many benefits that are associated with the Age Pension, but it can be a daunting prospect for many. In my capacity as a financial... read more
Time in the Market vs Timing in the Market

Time in the Market vs Timing in the Market

Nov 02, 2021

I have always been fascinated by the way the market fluctuates, whilst I don’t follow it religiously, I keep an eye on the ASX in the afternoon at close, and the DOW as I eat my corn flakes in the morning. It’s up, its down or it stays the same. All in all, the market... read more
Investing in a Frothy Market

Investing in a Frothy Market

Oct 28, 2021

Navigating the investment universe and finding value in share prices when everything seems expensive or ‘frothy’, can be difficult for individual investors. Share markets globally, including Australia’s primary index the S&P/ASX200 Index, have been repeatedly... read more
Take control of your budget

Take control of your budget

Oct 06, 2021

“A budget is telling your money where to go instead of wondering where it went” Dave Ramsay. Budgeting. You know you should be doing it, but you probably aren’t. Why? Because it can be confronting to see where your money goes each month. As financial... read more
Will Evergrande cause the next Global Financial Crisis?

Will Evergrande cause the next Global Financial Crisis?

Sep 27, 2021

Oracle’s Global Equities Portfolio Manager, Nick Cummings discusses the impact of Evergrande on the global market and whether they could potentially cause the next Global Financial Crisis. Evergrande is the 2nd largest property developer in China and has been recently... read more
Don’t leave your financial future to chance

Don’t leave your financial future to chance

Sep 23, 2021

Jason Fagg, Oracle Financial Adviser discusses not leaving your financial future to chance. You don’t choose the cheapest car, the cheapest house, the cheapest doctor, the cheapest holiday, or the cheapest education provider. So, why would you choose the cheapest... read more
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
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