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Rob Shears
Jul 14, 20236 min read
Earn More Income: Is it worth the risk?
There are more ways to earn income and many pay more than term deposits. But are they worth the risk? Learn more here.


Rachel Lafazanis
Jun 22, 20235 min read
Unlock 3 Strategies to earn more Interest Income
My kids love the game: what superpower would you like to have? I sometimes answer: time travel. Imagine being able to travel to the...


Rob Shears
Jun 12, 20233 min read
How to be lucky when downsizing
Lucky downsizes are the residue of good design. Read here how downsizer contributions can be part of a good design.


Rob Shears
Mar 29, 20233 min read
Age Pension and Gifting / Deprived assets
It is great to be able to help the kids out with gifts of cash however it can ongoing impact to your circumstances due to the gifting rules.


Rob Shears
Feb 22, 20232 min read
Currency Conversion Checklist
What do you need to check before converting currency or creating a hedge? We list some of the checks required here.


Rob Shears
Feb 22, 20233 min read
Why hedge foreign capital transfers
How to reduce or remove your currency risk on large foreign currency transfers.


Rachel Lafazanis
Feb 22, 20232 min read
How to save when buying property with overseas money?
Purchasing a property is usually the largest financial transaction a person engages in their lifetime. Adding in the complexity of having...


Rachel Lafazanis
Oct 4, 20221 min read
Behind the scenes: how we filter investment options
Our portfolio manager, Rob Shears, was recently asked on Ausbiz how does he filter the 58,000 global listed companies to find the gems....


Ella Duncan
Jun 15, 20222 min read
How to be SUPER prepared this End of Financial Year.
”To achieve great things, two things are needed; a plan, and not quite enough time” – Leonard Bernstein The end of the financial year...
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