Latest News

Why the interest in index funds?

21 Jul 2022 | Latest News

This article describes index funds and lists reasons for their recent popularity. It also covers how to access these funds, the disadvantages of this type of investment, and finishes with a recommendation to speak to your financial planner for further information.

What is money… really?

14 Jul 2022 | Latest News

This educational article explains the difference between money and currency. It includes a brief history of how banking and money originated and how this has evolved into today’s banking. It also lists the key criteria of real money.

What Shane Warne can teach us about risk

07 Jul 2022 | Latest News

The recent passing of cricket legend Shane Warne reminds us all too vividly of our own mortality.

Where to from here?

28 Jun 2022 | Latest News

Most global equity markets have been selling off due to rising bond yields which have been reacting to high inflation, not seen for decades, and a very aggressive US Fed.

What we mean by “investment styles”

23 Jun 2022 | Latest News

In essence, ‘investment styles’ refer to how fund managers choose the underlying investments of their funds, which may be actively or passively managed.