SMART Life - Issue 15 - Summer 2024

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SMART Life - Issue 15 - Summer 2024

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Why Charitable Giving Makes Us Happy.

We step through recent research that shows why giving to others can provide us with a mental boost. Interestingly, we feel happier when we have a choice in how and to who we give, and when we see the results of our generosity.

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The outlook for growth opportunities in small cap shares.

Rising interest rates hit smaller companies harder than their larger peers. Now it looks like the rate rise cycle could be coming to an end and some investors are starting to consider smaller Australian company shares again. We explain what this means for your investment portfolio.

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How to spend less this Christmas.

After a year of belt-tightening, spending big over Christmas can risk undoing good budget habits. We share 12 ways to take the financial sting out of Christmas while still experiencing the joys of the season.

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Financial advice is all about helping you to live your best life.

We can help you budget, build wealth and make sure your income is covered adequately to avoid stress and live a life you love.


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15 Aug

Planning For Your Retirement

WEBINAR - Recording

The best retirements are those planned well in advance. Because when it comes to designing the life you want, age should never be a limit. In this expert-led webinar, we’ll walk you through the essential strategies to help you create a financially secure and fulfilling retirement - on your terms.


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8 Aug

SMSF - Using Your Super To Invest In Property

WEBINAR - Recording
Thinking about using your super to invest in property? Watch the recording of our expert-led webinar to explore how a Self-Managed Super Fund (SMSF) can help you build long-term wealth through property investment. 


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1 Aug

SMSF: Is It The Right Investment Strategy For You?

WEBINAR - Recording
In this webinar we explore how a Self-Managed Super Fund can help you take control of your retirement in today’s changing economic landscape.


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