Our Blog

As a financial planner, I've observed the financial journeys of many clients. But there comes a moment when the focus shifts and they start to ask themselves different questions.

Summer holidays are a time to unwind and recharge, but they also present an excellent opportunity to review and improve your financial plans.

Like anything in life, work can be addictive. The level of intensity in some jobs is hard to replace. But which is best a career that is fast and full-on? Or one that is steady and consistent?

With the election campaigning ramping up, I have been thinking about how the result might affect the stock market.

What exactly is GDP? It’s been a long time since I studied Economics yet I still recall the concept well.

Even the world’s greatest investors have succumbed to our tendency to favour recent events over historic ones, also known as recency bias. This behaviour often influences others to do the same, as we are only human, after all.

Regardless of how we ponder time—narrated through personal stories, theoretically, through a child’s eye or literary rhetoric—it remains one constant that never changes. But our perceptions and ideas certainly can and do change, especially when it comes to the relationship between time and money.

Index funds are still here, and here for the long haul. After they were created in 1975 they were ridiculed and declared a fad. But fast-forward to 2024 and US$11 trillion is now invested in index funds, forming the bedrock of our Navigate Portfolios.

Hip health. This month I realised I'm more likely than most to join the 100,000 each year that require a hip replacement. What can be done to extend the life of those hips?