IFA Excellence Awards – Christopher Cachia – Finalist Holistic Adviser of the Year 2023

Christopher Cachia has been shortlisted for the ifa Excellence Awards 2023. The ifa Excellence Awards is the most highly regarded awards program across Australia recognising exceptional professionals in the Australian financial services industry. This prestigious national awards program presents an exceptional opportunity for leading professionals to showcase their achievements, attract more clients, and propel their…

The next bet on interest rates

The Reserve Bank has stated is has a low tolerance for a slower return of inflation to its target band. Interest rate movements are difficult to predict. The Reserve Bank (RBA) board will meet again on Tuesday 7 November to determine its next rates move – once again on the same day millions of Australians…

The hunt for red Octobers

Share markets remain jittery. Should investors be worried about the October effect? October has a notorious reputation for being a bad month for investors. In fact, if you search for media articles written over the past fortnight you will find plenty of references to “the October effect”, linking the month of October to past share…

Closing the retirement advice gap

The number of retired Australians is set to surge, and so will demand for retirement advice. Regardless of where you are on life’s journey, good advice is always valuable. Whether it’s buying your first car, your first house or preparing for retirement – getting advice can help validate your plans or steer you around pitfalls…

Four share market volatility indicators to watch

While there’s no share market crystal ball, these real-time volatility indexes provide a gauge on investor sentiment about the future. Daily fluctuations in individual share prices are totally normal, but when share markets as a whole become more volatile it can be quite unsettling for many investors. It should come as no surprise that there…

The keys to high retirement confidence

Are you retirement ready? Our inaugural How Australia Retires study has uncovered some common themes that make Australians highly confident about their retirement. How confident are you about your future retirement? Do you think you’ll have enough money to achieve the retirement lifestyle you imagine? And, importantly, what steps are you taking if any, or have you…