Articles and Insights
November 2025 - Wealth Adviser Newsletter (Issue 124)
Issue 124 Highlights
In this edition:
Navigating Opportunity: Core Resilience in Australian Commercial Property for 2025 and Beyond
Privatised Toll Roads in Australia: Who Really Pays the Price?
Is the Family Trust Still Worthwhile: Tax, Succession, and Asset Protection in 2025
Plus Q&A section
October 2025 - Wealth Adviser Newsletter (Issue 123)
Issue 123 Highlights
In this edition:
Conquering the Maze: A Practical Guide to Navigating Retirement Concessions and Entitlements
The Evolving Role of Bonds: Balancing Risk and Return in Modern Portfolios
Superannuation Withdrawals Demystified: How and When to Access Your Retirement Savings
Plus Q&A section
October 2025 - Wealth Adviser Newsletter (Issue 122)
Issue 122 Highlights
In this edition:
Navigating the Home Guarantee Scheme: Opportunity ot Illusion for New Buyers?
Beyond the Traditional Retirement: Navigating Ageism, Semi-Retirement, and Wealth in Modern Australia
Navigating Aged Care Reform: Rights, Choice and Financial Resilience for Australian Families
Plus Q&A section
September 2025 - Wealth Adviser Newsletter (Issue 121)
Issue 121 Highlights
In this edition:
Breaking the Chains: Practical Steps to Eliminate Debt Before Retirement
Rethinking Retirement: How Much is Enough for a Fulfilling Future
Navigating Deeming Rates: Strategies for Building Wealth and Security in Retirement
Plus Q&A section
September 2025 - Wealth Adviser Newsletter (Issue 120)
Issue 120 Highlights
In this edition:
Riding Out the Storm: Buffett’s Long-Term Insights for Australian Wealth Resistance
Navigating Global Shifts: Strategies for Wealth Preservation in a Multipolar Era
Beyond Earnings: Lessons from the 2025 ASX Reporting Season for Australian Investors
Plus Q&A section
September 2025 - Wealth Adviser Newsletter (Issue 119)
Issue 119 Highlights
In this edition:
The Magic Multiplier: How Compounding Builds Wealth for Every Australian
Navigating Resilient Retirement: Beyond the 4% Rule for Australian Investors
Resetting the Dream: Australia’s Generational Housing Divide and What Comes Next
Plus Q&A section
August 2025 - Wealth Adviser Newsletter (Issue 118)
Issue 118 Highlights
In this edition:
From Shakespeare to Super: Mastering Time Value and Behavioral Biases for Lasting Wealth
Stable Money in and Unstable World: Weighing the Promise and Peril of Digital Currencies
Building a Resilient Income Portfolio: Beyond Cash and Bonds
Plus Q&A section
August 2025 - Wealth Adviser Newsletter (Issue 117)
Issue 117 Highlights
In this edition:
Why Your Future Self Will Thank You: Understanding the Time Value of Money in Everyday Australian Life
When Property Holds your Together: The Growing Influence of Housing Costs on Matital Breakdowns
Wealth and Wisdom: Practical Moves for Australians Amid America’s Monetary Hurricanes
Plus Q&A section
July 2025 - Wealth Adviser Newsletter (Issue 116)
Issue 116 Highlights
In this edition:
Giving Wisely: How Tax-Smart Philanthropy Builds Wealth and Community in Australia
Building Wealth and Resilience: Practical Strategies for Australian Investors
Facing a Possible GST Increase: Inevitable, Ill-Timed, and Costly for Australians
Plus Q&A section
July 2025 - Wealth Adviser Newsletter (Issue 115)
Issue 115 Highlights
In this edition:
Resilience and Reality: Understanding the V-Shaped Market Recoveries and What They Mean for Your Wealth
Beyond the Will: Practical and Philosophical Strategies to Prevent Inheritance Disputes
From Boomers to Millenials: Rethinking Wealth, Housing and Opportunity in Australia
Plus Q&A section
June 2025 - Wealth Adviser Newsletter (Issue 114)
Issue 114 Highlights
In this edition:
Super Splitting: Grow your Wealth Together
From Blocks to Benefits: Navigating the Practical and Financial Realities of Subdividing your Property
Australian Property Prices: Navigating the World’s Most Expensive Markets
Plus Q&A section
June 2025 - Wealth Adviser Newsletter (Issue 113)
Issue 113 Highlights
In this edition:
Wealth, Wisdom, and Wellbeing
Steady Income, Stronger Portfolios
Rebuilding the Australian Dream
Plus Q&A section
May 2025 - Wealth Adviser Newsletter (Issue 112)
Issue 112 Highlights
In this edition:
The Hidden Cost of Delayed Retirement
Balancing Reform and Resilience
Buffett's Farewell and the Future of US Exceptionalism
Plus Q&A section
May 2025 - Wealth Adviser Newsletter (Issue 111)
Issue 111 Highlights
In this edition:
Family Trusts and Relationship Breakdowns
Shelter, Security, and the Australian Dream
The Art and Science of Fund Manager Selection
Plus Q&A section
April 2025 - Wealth Adviser Newsletter (Issue 110)
Issue 110 Highlights
In this edition:
From Falling Knives to Steady Minds: How to Thrive in Uncertain Markets
Electric Vehicles: A Sustainable Dream or a Practical Dilemma?
Personalised Journeys and AI Agents: The Evolution of Travel in 2025 and Beyond
Plus Q&A section
April 2025 - Wealth Adviser Newsletter (Issue 109)
Issue 109 Highlights
In this edition:
Navigating Australia’s Economic Crossroads: Resilience, Reform,
and the Role of Preference Votes
Life Expectancy Reimagined: Navigating Financial Risks and
Retirement Realities
Tax Cuts, Housing Support, and Healthcare Reforms: What the
Federal Budget Means for Your Wealth
Plus Q&A section
March 2025 - Wealth Adviser Newsletter (Issue 108)
Issue 108 Highlights
In this edition:
The Silver Rule of Investing
Uranium, Geopolitics, and the Rise of Nuclear Energy
Risk and Resilience
Plus Q&A section
March 2025 - Wealth Adviser Newsletter (Issue 107)
Issue 107 Highlights
In this edition:
Australian Home Prices Turning Back Up Again
The Evolution of Retirement Planning
Seizing Opportunities
Plus Q&A section
Click the image to the right to download the full newsletter
February 2025 - Wealth Adviser Newsletter (Issue 106)
Issue 106 Highlights
In this edition:
Make Income Great Again
Millennials and the Housing Dream
The Super Paradox
Plus Q&A section
February 2025 - Wealth Adviser Newsletter (Issue 105)
Issue 105 Highlights
In this edition:
Navigating Market Volatility the Buffett Way
AI’s Global Shake-Up
From Super to Pension
Plus Q&A section