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It’s human nature to compare. We compare homes, cars, holidays, and yes, we compare wealth. But most Australians don’t talk openly about money, so it’s hard to know where we really stand. Have you ever caught yourself thinking: “Am I doing okay financially?” Whether you’re a Baby Boomer enjoying retirement, a Gen Xer in your…
“Our AI research uncovers hidden suburbs other investors don’t know about.” Sound familiar? It’s the latest marketing pitch from a wave of buyer’s agents across Australia. A promise of exclusive insights, powered by artificial intelligence, designed to give you a competitive edge in today’s property market. But here’s the inconvenient truth: When everyone’s using the…
When you scroll through the headlines, it can feel like the world is falling apart. Interest rates are remaining higher for longer than most would like, housing is unaffordable for many, wars are raging, and climate warnings are everywhere. And yet… step back and look at the long arc of history, and a different story…
The concept of ‘living within your means’ used to be a simple way of life. In years gone by, credit cards and personal loans were much more difficult to obtain, so there was really no other option. Today, however, we live in a society that offers easy access to unsecured credit. With the average Australian…
Australia is at the precipice of a monumental shift in property ownership, thanks in large part to an aging population. The Baby Boomer generation is aging, and with that will come a massive transfer of wealth. Bernard Salt wrote an insightful column in The Australian – “Get ready for Australia’s great home inheritance avalanche,” suggesting…
Back in early 2020, when we were told to “stay home,” none of us really knew what that meant for the long term. Would COVID change everything forever? Would cities empty out? Would we see a baby boom, a population collapse, or a permanent shift to remote work? Now, nearly six years later, we finally…
What has been the single greatest obstacle stopping you from becoming financially free? Why do I ask? Well… at the end of last year at a private client function I had the good fortune to have conversations with a number of our Wealth Retreat graduates. I was talking with them about their experiences since attending…
I like to think that I am mostly an optimistic person. I tend to believe things will work out. Impartial scientific analysis of the world over the last 5,000 years tends to support this thesis. I also believe that to be a good investor you have to be optimistic – you have to have an…
Australia is standing at a demographic and economic fork in the road. Over the next decade, millions of baby boomers – the post-war generation born between 1946 and 1964 – will leave the workforce. We’re not just talking about a few quiet retirements and goodbye morning teas. What’s unfolding is an unprecedented exit of skill,…
To help you in making this a great year, I’d like to share with you the importance of having a growth mindset. I want you to think back…way back in time. Go back to the days when you were a child. You there? Now, I want you to think about what you didn’t know as…
