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GOALS News & Analysis

Future Focus: My investment portfolio used to be gold bangles
Personal Finance
Future Focus: My investment portfolio used to be gold bangles
Ways that women have taken back financial control.
Shani Jayamanne | 29 April 2025
The salary you need to earn to have it all
Personal Finance
The salary you need to earn to have it all
Turns out that we all want very similar things from life. We look at the salary needed to achieve the most common financial goals.
Shani Jayamanne | 28 April 2025
Work out the probability of running out of money in retirement
Retirement
Work out the probability of running out of money in retirement
This episode of Investing Compass looks at retirement Monte Carlo simulations.
Shani Jayamanne | 09 April 2025
Buying a home out of reach? Try this framework to find your financial goals instead.
Personal Finance
Buying a home out of reach? Try this framework to find your financial goals instead.
This episode of Investing Compass looks at a framework to help you find your financial goals.
Shani Jayamanne | 03 April 2025
Future Focus: Buying a home out of reach? Try these financial goals instead.
Personal Finance
Future Focus: Buying a home out of reach? Try these financial goals instead.
A framework to understand what you want from life and therefore your finances.
Shani Jayamanne | 26 February 2025
Future Focus: What are you giving up by sending your kids to private school?
Personal Finance
Future Focus: What are you giving up by sending your kids to private school?
A listener requested exploration of optimising saving for education costs, and the opportunity costs of higher education expenses.
Shani Jayamanne | 24 February 2025
3 factors that enable financial advisers to improve returns by 3%
Personal Finance
3 factors that enable financial advisers to improve returns by 3%
An understanding of how advisers add value allows self-directed investors to set themselves up for success.
Shani Jayamanne | 18 February 2025
Do you qualify as 'rich'?
Personal Finance
Do you qualify as 'rich'?
The ambiguous and wide ranging definitions of what it is to be rich shows the importance of setting goals.
Mark LaMonica, CFA | 31 January 2025
Our team reveal their financial resolutions for 2025
Personal Finance
Our team reveal their financial resolutions for 2025
From better budgeting to being more selective in the stock market, this is what our team members are focused on for the year ahead.
Joseph Taylor | 07 January 2025
A checklist for financial fitness
Personal Finance
A checklist for financial fitness
We are constantly comparing ourselves to others but savvy investors focus on progress against goals. 
Shani Jayamanne | 05 January 2025