Independent Financial Adviser

Independent Financial Adviser

Stick figure climbing up stairs toward an image of a lightbulb
Taking your business to the next level Growth is important when it comes to business. To remain viable most companies need to keep evolving, staying ahead of their competitors and innovating to meet the needs of a continually changing marketplace. It’s also personally gratifying to feel a sense of progression and be rewarded for the hard work that is part of running a successful business. There are some considerations, however when it comes to achieving growth as not all growth is created equal. Read more
Young woman sitting cross legged on the floor with a laptop on her lap and graphic charts in white next to her
Your investing style – as unique as you As interest rates start to increase after a lengthy period of historical lows, it’s a good time to think about how your money is working for you and whether your investing style and strategy is still in line with your goals. Read more
Coins on top of each other in ascending piles
A super end to the financial year As the end of the financial year approaches, now is a good time to check your super 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. Read more
Image of world map with red graph arrow indicating downward
Three mistakes to avoid during a downturn Heightened global markets volatility – as we’re experiencing right now – can easily trigger kneejerk reactions by panicked investors.

Widespread selling, triggered by the Russia-Ukraine crisis, has been behind the recent big swings on global financial markets, including on stock markets, commodities markets, and currency markets. Read more
Arrow graphic going up
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.   Read more