Articles by Kate Forbes

Kate Forbes is a National Director at Metropole assisting our high net worth clients safely grow, protect and pass on their wealth. She has 25 years of investment experience in financial markets on two continents, is qualified in multiple disciplines, and is also a Chartered Financial Analyst (CFA).


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As we move into 2024 — can you believe another year has passed so quickly — it’s a good time to sit back and look at how your money is working for you. How have you gone with your finances last year? Sure it was a strange year, but how are you doing financially? Did…

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Australia’s property investors have faced many headwinds of late, with interest rate hikes, land tax increases, and market uncertainty driving a wave of investors to exit the property market across the country. But investors in some states are struggling more than others. Recent PropTrack figures reveal that Victoria had the highest share of investment property…

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We haven’t fallen of the “fixed rate cliff “and we’re not getting a load of forced or distressed property sales. The resilience of household borrowers in the face of surging interest rates has surprised Reserve Bank researchers. In fact most Australian households have successfully manage increased mortgage repayments, according to the recently published Financial Stability…

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When I first started investing people had a personal relationship with their bank managers, but things have changed significantly over the last few decades. The fact is when you go into a bank, you are on your own when it comes to your own financial interests.  Everyone may be friendly and eager to help when you walk…

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