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PERSONAL FINANCE News & Analysis

Investment strategies and opportunities: Shani's top article from July
Personal Finance
Investment strategies and opportunities: Shani's top article from July
Morningstar’s Senior Investment Specialist discusses various perspectives on how to get to your financial goals.
Shani Jayamanne | 26 July 2024
This week’s best investing insights
Personal Finance
This week’s best investing insights
Stay up to date with our best investment opportunities and insights on investing.
Morningstar | 25 July 2024
Travel more with a better alternative than saving for holidays
Personal Finance
Travel more with a better alternative than saving for holidays
Passive income can be harnessed to reward your future self
Shani Jayamanne | 24 July 2024
Build a portfolio with 3 ETFs
ETFs
Build a portfolio with 3 ETFs
Investing doesn’t need to be complicated.
Shani Jayamanne | 23 July 2024
What to do when you inherit shares
Personal Finance
What to do when you inherit shares
Implications of inheriting or bequeathing shares
Shani Jayamanne | 18 July 2024
When you should pay off your HECS/HELP debt
Personal Finance
When you should pay off your HECS/HELP debt
We’re told there’s no point paying off your HECS/HELP debt. Are there circumstances where you should?
Shani Jayamanne | 15 July 2024
Our finances should enable and not dictate our lives
Personal Finance
Our finances should enable and not dictate our lives
Most people would prefer to have more money than less of it. But at what point do the trappings of wealth and success start to outweigh the benefits...
Mark LaMonica, CFA | 15 July 2024
LICs vs ETFs
Personal Finance
LICs vs ETFs
In a listener requested episode, we look at LICs vs ETFs, and why an investor may choose one over the other.
Shani Jayamanne | 09 July 2024
Transitioning to a ‘grown up’ portfolio
Personal Finance
Transitioning to a ‘grown up’ portfolio
What do you do when you have made investments in the past that you no longer believe in?
Shani Jayamanne | 08 July 2024
My disinterest in investments as an investment specialist
Personal Finance
My disinterest in investments as an investment specialist
Going against the grain and focusing on the real drivers of investment success
Shani Jayamanne | 07 July 2024