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Megatrends for 2025 and beyond…

Megatrends are long-term structural changes that affect the world we live in. Importantly, they shape communities but they also create investment opportunities and risks.

The ins and outs of geared share funds

Geared share funds are high risk and high reward. When share markets are doing well, the returns can be very high, but the opposite is also true. What exactly is a geared share fund, and are they for everyone?  

Using the bucket strategy to make your money last longer

How do you find the sweet spot between using your retirement savings to enjoy a comfortable standard of living, and investing so you won’t run out of money in the future? It’s a big question for many retirees.

What assets can you have before losing your Age Pension?

There are many benefits to receiving an Age Pension or even a part pension, but there are limits to what level of income or assets you can have, to be eligible.