Category: Investment Strategy

7 simple steps to get on the investment ladder

Lori Hoffmann August 4, 2026 No Comments

Entering the world of investing can be a life-changer for people of all ages. Here are seven simple steps for beginners to start their wealth journey.

Superannuation: More relevant than ever

Lori Hoffmann July 15, 2026 No Comments

A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as one of the most tax-effective investment structures available.

What role will inheritance play in your long-term wealth strategy?

Lori Hoffmann July 7, 2026 No Comments

The amount of assets set to be transferred from one generation to the next in Australia over the coming decades will amount to trillions of dollars. There’s a lot to…

2026-27 Federal Budget

Lori Hoffmann May 14, 2026 No Comments

The 2026-27 Federal Budget is looking to reshape the tax system by targeting property investments and trust structures on a level not seen in decades. Proposed changes signal a real…

End of Financial Year planning tips

Lori Hoffmann May 1, 2026 No Comments

With the End of Financial Year (EOFY) fast approaching, now is a great time to review your personal finances and, where relevant, take action before 30 June.

Protect and grow wealth in uncertain times

Lori Hoffmann February 2, 2026 No Comments

Many investors equate balance with diversification alone. But balance means understanding how each investment or exposure contributes to the twin goals of growth and protection and whether the portfolio is…

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