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Two years ago, one of my close friends took his own life. At just 25, he was suddenly no longer with us. As a young male, I know firsthand how…

Gabriel Carey This month, our team is proud to support Movember, a movement that continues to raise awareness around men’s health, encompassing not just the physical, but also the mental…

The Australian gold sector is entering a defining era, with the precious metal poised to become the nation’s second-largest export earner, delivering both a market and economic windfall. The surge…

Over the next seven years, approximately $40 billion in capital invested in bank hybrid securities will need to find a new home. This follows the Australian Prudential Regulation Authority (APRA)’s…

A Strategic Outlook on Markets, Opportunities, and Portfolio Positioning As we enter the final quarter of 2025, our Investment Committee convened on 18 September to assess the current economic environment,…

Long-dated government bonds are under renewed selling pressure, pushing yields to levels not seen in decades and significantly raising borrowing costs around the world. These movements are not isolated or…

Superannuation can be complex, particularly when it comes to planning for what happens after death. A recent client question highlighted some common misconceptions around reversionary pensions and death benefits: “I’m…

An increasingly common conversation we have with clients is how to introduce children or grandchildren to investing. It is a valuable discussion to have, as developing financial awareness and discipline…

Two parents anticipate leaving an estate worth around $7 million to their children. This includes the family home, superannuation balances, and a modest portfolio of listed shares. Like many parents,…

When looking back over the past three decades, one clear message stands out: investors who did not hold U.S. shares have missed a major opportunity for wealth creation. The S&P…