Active & Passive Investing: What’s the Difference?
A practical guide to understanding what you actually own Amie Baker | Rekab Advice. Prepared for Equity Mates. Look under […]
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Innovative Retirement Income Streams
A new option for your retirement income — an income you can’t outlive, and often a bigger Age Pension alongside
AI is already here. Investing in it is another question.
What the study tour made me think about AI, diversification and investment discipline. Amie Baker | Founder & Financial Adviser
Retirement Realities: It’s About Who You Become Next
Retirement planning isn’t just about money — it’s about who you become next. A reflection on the emotional, layered reality of retirement, and why good advice is never purely technical.
Can You Make It Last? Why the Cost of Living Is Forcing Retirees to Rethink Their Strategy
For many retirees, the biggest risk isn’t market volatility — it’s running out of money. As featured in The West Australian.
Why Your Exit Strategy Now Matters More Than Ever
Budget reforms to capital gains tax have changed how Australians will think about investing. The real tax risk has never been when you buy — it’s when you sell.
The Budget May Change the Vehicle, But It Doesn’t Change the Strategy
Recent Budget proposals have reignited debate around negative gearing and property investing — but we may be asking the wrong question. The real issue isn’t whether to use leverage, but where you apply it.
What to Consider When Changing or Consolidating Super Funds
Changing or consolidating your super funds is a significant decision that can impact your financial future. It’s essential to consider several factors to ensure you’re making the best choice for your unique circumstances. Here are the key aspects to keep in mind: FEES: Fees can significantly affect your superannuation balance over time. When comparing funds, […]
Navigating Investments in a High-Inflation Economy : Debunking the Property Growth Myth
As inflation remains high in Australia and the potential for further interest rate rises looms, investors face a challenging landscape. Traditional wisdom has long held that property is a surefire path to growth returns. However, in the current economic climate, it’s crucial to reassess this belief and understand the importance of creating a diversified wealth […]
Forbes – Best Way To Invest $100,000 In Australia
Read the full story – https://www.forbes.com/advisor/au/investing/how-to-invest-100k/ Jody McDonald 27 March 2023 Whether it’s from winning the lotto, an inheritance, or the profits from selling an asset—coming into a significant chunk of money creates a range of investing opportunities. But the best way to invest a large lump sum of $100,000 will depend on many factors including your […]