Personal Finance News
personal-finance
How to create an airtight will
More than 50% of wills are contested. Here’s how to increase the possibility your wishes are honoured.
personal-finance
3 science‑backed ways to save money during no-spend January
Strategies for staying on track during a no-buy challenge and building saving habits that work all year.
personal-finance
Young & Invested: Is this the strategy for 2026 and beyond?
What last year’s market rotation might be signalling.
personal-finance
Future Focus: When to sell your investment
We focus on what to buy, when is it actually time to sell?
personal-finance
Why I am an income investor
The critiques of dividend investing don’t hold up to scrutiny.
personal-finance
Foundations of financial independence Module 9: Course summary and conclusion
A summary of the course from Shani Jayamanne and Mark LaMonica, CFA
personal-finance
The most important investment decision you’ll ever make
A quiet force that shapes your long‑term wealth.
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.
personal-finance
What you need to consider before making a financial gift
Consider tax, age pension entitlements, aged care, estate planning and family dynamics.
personal-finance
Unconventional wisdom: Investing in the age of passive: Market evolution or looming disaster?
Assessing the claims of passive investing critics.
personal-finance
How to position your portfolio after 2025’s everything rally
Investors are facing a shifting global landscape.
personal-finance
Foundations of financial independence Module 7: Monitoring and maintaining your portfolio
Mark LaMonica, CFA goes through the steps to monitor and maintain your portfolio so you are still on track to achieve your goals.
personal-finance
How do your savings stack up against others?
With increasing financial transparency subverting norms, have you ever wanted to know how your savings compare to your peers?
personal-finance
Foundations of financial independence Module 6: Selecting investments
Shani Jayamanne goes through how to select investments in your portfolio that align with the type of investor you are and your goals.
personal-finance
Young & Invested: 3 things I don’t hold in my portfolio
Why select crowd favourites don’t make the cut.
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