Do you talk to your kids about finance?

Do you talk to your kids about finance?

By Kathryn Creasy

Kathryn Creasy

The meme that always makes me laugh (and I don’t know where it came from to give credit!) is the “I’m glad I learned about parallelograms at school instead of how to do taxes, it’s really come in handy this parallelogram season…”.


We learn so much great foundational knowledge at school – and I truly believe algebra has come in handy even though I hated it … more

How do you Define Retirement?

By Rakesh Shah

Many people only see retirement as the “finish line” of their working life, without considering what it means to be retired, or planning for this new phase of life. In actuality, retirement can prove to be a significant portion of your life if you remain healthy and active. You need to plan this phase of your life as carefully as you planned each phase of your career.  … more

Planning to Give?

By David Andrew

David Andrew

In our quest to live meaningful and purposeful lives, the act of giving to others creates a sense of fulfilment and satisfaction that cannot be experienced in many other ways.

Over the years, I have observed that most of the successful people I have worked with have regarded giving as core to their sense of community and contribution.



“As you get older you will discover you


The Top 10 Money Excuses

By Jim Parker – Guest ContributorWhats Your Excuse


Human beings have an astounding facility for self-deception when it comes to their own money.

We tend to rationalise our own fears. So instead of just recognising how we feel and reflecting on the thoughts that creates, we cut out the middle man and construct the façade of a logical-sounding argument over a vague feeling.

These arguments are often elaborate short-term excuses that … more

Titanic in the Sky – Lessons from QF 32

By Rakesh Shah

The passengers looked troubled, but the Captain’s voice over the aircraft’s PA system was calm and reassuring. The voice was that of Qantas Captain Richard de Crespigny, and I was watching the documentary QF32 – Titanic in the Sky.

For those who have not seen this documentary – QF32 is the story of how one of Qantas’ brand new A380’s had a very close brush with … more

Brexit Countdown Begins

By David Andrew

David Andrew

As the UK parliament prepares to trigger Article 50, the long and potentially arduous process of unwinding the UK’s Euro membership begins.  In effect, Article 50 sets off the discussions with Europe over the terms of the future relationship between the parties.

While the notification alone is unlikely to trigger any market reaction, there is no doubt that market participants will be on edge as the process … more

Presidential elections and the stock market

Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: there will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market. … more

How healthy is your portfolio?

By Rakesh Shah

Rakesh Shah

We all understand that a healthy mind and body needs good nutrition, regular exercise and adequate rest. Good, deep sleep enables the body to rejuvenate and recover from the stress and strain of our daily activities.

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Pokémon Investing

By Jim Parker – Guest Contributor

Have you noticed the surge recently in people wandering aimlessly and staring at their smartphones? Chances are they’re playing Pokémon GO, the latest craze. It’s an activity eerily close to how some folk see investing. … more

Planning for retirement – do you have enough?

By Michael Hayward

Michael Hayward

A common query that comes across my desk is “do I have enough to retire?”

Of course, the answer to that question is very much dependent on your answers to a host of other questions.



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