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The share market has had a bumpy start in the first half of this year. In our first article, we explain why it is important to remain diversified when there is market volatility.

Are you a goal-driven saver? Here we’ll explore some of the characteristics of a goal-driven saver and ways you can continue to save to help you reach your financial goals.  

Most of us think a Will is enough when it comes to ensuring how our assets are distributed to loved ones, however, this is not always the case. Having an Estate Plan in place may also help your family understand what your intentions are and alleviate any possible conflict.

If you’re beginning your investment journey, this article is for you. We’ve provided five investing tips to get you started.

We're now over a month into the new financial year and whilst we are usually thinking about our tax returns around this time of year, it is also a good opportunity to take stock of your personal and professional goals as well. Discover more in this article.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 1300 780 570 or email

Kind regards,

The Advice Group

Putting recent returns into perspective

While 2021-2022 may not have been a stellar year for the majority of investors, it's worth remembering that the worst performing asset class one year can be the best the next, and vice versa. That's why successful investing benefits from having a good balance. Read full article >>

Are you a goal-driven saver?

If you work hard to achieve a savings goal, but relax your savings habits when the goal is met, you might be a goal-driven saver. Read full article >>

A Will to give

With Australia on the brink of a massive intergenerational wealth transfer, it’s time for families to start talking. Read full article >>

Five investing tips for beginners

Here are five investing tips for those who are just beginning their investment journey. Read full article >>

Time to adjust the goal posts

A new financial year is a good time to review your personal and business goals and here are some tips to ensure you are aiming in the right direction. Read full article >>