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Dos and Don'ts of Investing an Inheritance

Have you recently inherited wealth—or expect to? If so, you’re probably wondering: what’s the smartest way to use this money? An inheritance can be a game-changer for your financial future. It has the potential to create long-term security, grow your wealth, and even provide for future generations. But without a clear strategy, it can disappear faster than expected. Studies show that 70% of intergenerational wealth transfers fail—not because of bad luck, but because of rushed decisions, emotional spending, and poor planning.

27 Feb 2025
 · 5 MIN READ

Why You Need a Financial Plan ASAP

The financial landscape is changing at an unprecedented pace, making it more critical than ever for Australian investors to have a solid investment plan. Over the past year, major forces such as AI-driven tech optimism and geopolitical uncertainty have reshaped global markets.

20 Feb 2025
 · 5 MIN READ

If Jesse Livermore were advising investors how to make money in 2025

If you’ve read many classic investment books, you’ve probably come across Reminiscences of a Stock Operator by Edwin Lefèvre, which brings to life Jesse Livermore’s fascinating journey as a stock investor and trader. Whilst Jesse Livermore is famous for losing his money just as fast as he made it, many people regard him as one of the greatest traders and investors ever to have lived.

17 Feb 2025
 · 5 MIN READ

Financial planning for big life events: What you need to know

Financial planning isn’t just about growing wealth—it’s about being prepared for life’s unexpected turns. From marriage and divorce to receiving an inheritance, major life events can catch people off guard. Even planned milestones—such as buying a home, raising children, or retiring—can create financial strain without proper preparation.

13 Feb 2025
 · 6 MIN READ

Are you and money getting along?

An important question for you … how are you and money getting along at the moment? It’s an important question because money is a core part of success, and is hard for most of us to disconnect from success as a concept. Moreover, when you’re getting on well with money, you’re fuelling the lifeblood of your dreams, and you’re more likely to realise your financial and non-financial goals. But when you and money aren’t getting on, the opposite is true. A bad money relationship can feel like a failure cycle with no end date in sight. Regardless of the current state of your relationship with money, there’s no time like the present to improve it…

12 Feb 2025
 · 7 MIN READ

Do you need an estate plan? Here’s why it’s important

Estate planning is often seen as a thorny issue many delay until it is too late. The perceived lack of urgency in making a will, along with the complexities of distributing assets, leads many to put it off. Yet, with $4.9 trillion set to be passed down in Australia over the next decade, a clear estate plan has never been more important for securing financial stability and building generational wealth.

6 Feb 2025
 · 5 MIN READ