When the Sharemarket Falls, Try This (Don’t Blow Your Top)

In the past week, we’ve seen volatility return to equity markets. Nothing unusual about that. The reason it felt strange is we’ve had an extended period of low volatility. The index has been in a pretty steady uptrend. Investors have forgotten what it feels like to drop more than 2% in a day. (Short term … Continue reading When the Sharemarket Falls, Try This (Don’t Blow Your Top)

Intergenerational Wealth – You Made it, Don’t Let Them Lose It

The transfer of wealth in Australia looms as a significant opportunity with around $3.5 trillion expected to be passed down over the next 20 years[1]. While this equates to an average inheritance of about $320,000, around 25 per cent of inheriting Aussies will receive more than $600,000 each[2]. Receiving a sudden large sum of money, … Continue reading Intergenerational Wealth – You Made it, Don’t Let Them Lose It

This Behaviour Could Be Blocking Your Path to Wealth

  One of the most destructive wealth behaviours is the need to own the biggest, best, latest, shiniest - house, car, toys...stuff. Appearing wealthy to everyone around you is not the same as being wealthy. Not everything is as it seems. Total wealth ≠ net wealth. Craving the status of wealth and caring what others think … Continue reading This Behaviour Could Be Blocking Your Path to Wealth

Reading List: Impact Investing

A collection of articles on impact investing - from starting out to taking a deep dive. New to Impact Investing? Impact Investing Australia Impact Investing Glossary - Impact Investment Forum (RIAA) 10 Reasons Why You Should Consider Impact Investing - Forbes Making Sense of the Many Kinds of Impact Investing - Harvard Business Review Investors Don't … Continue reading Reading List: Impact Investing

FutureYou Thinks You Should be Saving More

Since having kids, I've found it hard to imagine the future. When they were babies, it was difficult to imagine what it would be like with toddlers. Once they became toddlers, I had trouble picturing them as "tweens". And now, as a father of two daughters (age 12 and 11), I'm trying not to think … Continue reading FutureYou Thinks You Should be Saving More

Forget Budgeting, Make a Game Out of Your Money

Would you rather listen to The Wiggles - "Big Red Car" on repeat for 4 hours, than sit down and put a family budget together? I've never been a fan of doing a budget, especially in an OLD school excel spreadsheet. What I do like though, is keeping track of my personal spending (you can … Continue reading Forget Budgeting, Make a Game Out of Your Money