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
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
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
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
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
Oct 14, 2021
In the last few months, the Australian share market has seen several high-profile infrastructure companies either be acquired or receiving bids by large, well-funded super funds and other long-term investors. I’ve listed a few out below: Sydney Airport – they... read more
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
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
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
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
