Articles

Christmas in Australia

Celebrating the festive season, the Aussie way

If you’ve ever hosted a visitor from overseas during the festive season you may have seen them a little bemused by the way we celebrate. It’s quite understandable as we do things a little bit differently down under. Christmas in Australia – while fundamentally a religious festival celebrating the birth of Jesus – is also…

Read More

Buying shares for kids: a gift that keeps on giving

Many parents and grandparents worry about how to help the children in their lives achieve financial independence. But the value of long-term investment can seem like a dry and complicated idea for kids to get their heads around. In fact, many young people would like to know more about money, according to a Young People…

Read More

Sustainable investing on the rise

Sustainable investing isn’t new and is becoming more mainstream. From climate change to gender diversity, more people are aligning their money with their values. In 2021, Australia’s sustainable investment market increased 20 per cent to a record $1.5 trillion. The Responsible Investment Association Australasia (RIAA) 2022 benchmark report found sustainable investments represents 43 per cent…

Read More
How to react when markets drop

How to react when markets drop

Even for investors who buy stocks for their long-term growth potential, sharp drops can still be hard to stomach. Here are some things to keep in mind if a market tumble makes you feel the need to “do something.” While investing in the stock market is typically a prudent choice for investors seeking long-term growth,…

Read More

Have investment markets hit the bottom?

What can you expect from markets over the medium term? Equity and bond markets have lost ground this year, but are they at or near the bottom? And what investment strategies should you be using right now to maximise your long-term returns? They’re burning questions for all investors as volatility continues to impact markets. Watch…

Read More
Many reason to take a holiday, so go on... take a break!

Go on… take a break!

One of the things many of us have been missing over the past few years is holidays, but now that the world is opening up again for travel and destinations that have been pretty quiet are now eagerly welcoming back tourists, taking a break has never been more appealing. Holidays are not just a lovely…

Read More
How is my insurance taxed - need to know facts from LifePath

How is my insurance taxed?

With the cost of living on the rise, it’s more important than ever to have a financial safety net that protects you and your family in case the unexpected happens. Most Australian employees have some form of life insurance, often through their superannuation fund, but many of us tend to ‘set and forget’. To make…

Read More
How much super do I need to retire?

How much super do I need to retire?

Working out how much super you need to save for retirement is a question that keeps many pre-retirees awake at night. Recent market volatility and fluctuating superannuation balances have only added to the uncertainty. So it’s timely that new research shows you may need less than you fear. For most people, it will certainly be…

Read More
super fund check at end of financial year with your adviser

A super end to the financial year

As the end of the financial year approaches, now is a good time to check your super fund and see what you could do to boost your retirement nest egg. What’s more, you could potentially reduce your tax bill at the same time. There are a handful of positive changes to super due to start…

Read More
Retirement planning for the next chapter with Lifepath

Preparing for the next chapter

Retirement means starting a new chapter of your life, one that gives you the freedom to create your own story, as you decide exactly how you want to spend your time. While retirement may not be part of your immediate plans, there are advantages to giving some thought as to what retirement looks like for…

Read More
Bonds investment myths Lifepath FP

Bonds in the spotlight

Many myths and misconceptions about bonds abound, particularly during periods of rising rates. Here’s why despite current economic conditions, investing in bonds is still essential. Written by Jean Bauler, Head of Bond Indexing, Asia Pacific Fixed income markets routinely hum along without much fuss, leaving the share market to capture attention and fire up the…

Read More
Rising interest rates LifePath Financial Planning tips

How to manage rising interest rates

Rising interest rates are almost always portrayed as bad news, by the media and by politicians of all persuasions. But a rise in rates cuts both ways. Higher interest rates are a worry for people with home loans and borrowers generally. But they are good news for older Australians who depend on income from bank…

Read More