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FINANCIAL LITERACY News & Analysis

Future Focus: To the newly elected government - stop failing us on financial literacy
Personal Finance
Future Focus: To the newly elected government - stop failing us on financial literacy
Financial preparedness impacts quality of life. Start investing in it.
Shani Jayamanne | 19 May 2025
Young & Invested: Do young people need a financial adviser?
Personal Finance
Young & Invested: Do young people need a financial adviser?
Navigating money in your youth - fly solo or seek advice?
Simonelle Mody | 07 May 2025
Can you solve a year 12 personal finance exercise?
Personal Finance
Can you solve a year 12 personal finance exercise?
Financial literacy may be lacking in Australia but one group of year 12 students are attempting to solve for a scenario that many Australians face.
Mark LaMonica, CFA | 16 April 2025
How to interpret common financial ratios
Personal Finance
How to interpret common financial ratios
There is a veritable alphabet soup of financial ratios that many investors struggle to comprehend and interpret effectively. 
Shani Jayamanne | 15 January 2025
Foundations of financial independence Module 3: Defining your goals
Personal Finance
Foundations of financial independence Module 3: Defining your goals
Mark LaMonica, CFA goes through the process of defining your goals. This is the first step of constructing a goals-based investment portfolio.
Mark LaMonica, CFA | 25 January 2024
Introducing our investing course: Foundations of financial independence
Personal Finance
Introducing our investing course: Foundations of financial independence
An outline of the free course curriculum. 
Mark LaMonica, CFA | 24 January 2024
Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing
Personal Finance
Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing
Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.
Mark LaMonica, CFA | 18 January 2024
Foundations of financial independence Module 1: How to invest successfully
Personal Finance
Foundations of financial independence Module 1: How to invest successfully
Mark LaMonica, CFA runs through how to set up the frameworks for investing successfully, and how to think about risk. 
Mark LaMonica, CFA | 12 January 2024
Foundations of financial independence Module 9: Course summary and conclusion
Personal Finance
Foundations of financial independence Module 9: Course summary and conclusion
 A summary of the course from Shani Jayamanne and Mark LaMonica, CFA 
Mark LaMonica, CFA | 08 January 2024
Foundations of financial independence Module 8: When to sell
Personal Finance
Foundations of financial independence Module 8: When to sell
Investments are a means to an end. Mark LaMonica, CFA goes through the process of selling down your investments to fund your goals.
Mark LaMonica, CFA | 08 January 2024