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No magic number: The price of a comfortable retirement

While recent studies estimate the total savings needed for retirement at about $1 million, specialists caution against a one-size-fits-all approach, and many Australians could be “comfortable” on less.

Staff Writer | 13th Dec 2023 | More
The ‘glory years’ and beyond: Wattle Partners says retirement needs ‘new mindset’

The approach of retirement requires a profound change in how investors approach markets and construct portfolios, including arranging their income needs around three distinct periods of retired life, the financial advice firm’s founders said.

Lisa Uhlman | 1st Nov 2023 | More
How to invest in bonds (the biggest winner from RBA rate hikes)

The RBA’s sharp policy shift towards higher rates has put significant wind in the tail of “boring, old” bonds. But do Australians understand the role they play in the fixed income spectrum, and what they can do for portfolios?

Drew Meredith | 30th Jun 2023 | More
  • Active vs. passive reimagined: When imperfect is perfect

    The popular debate lacks nuance. Neither is foolproof but both can play a crucial role in building portfolio resistance and balancing the risk/reward dynamic.

    Drew Meredith | 23rd Jun 2023 | More
    Wealth transfer should start with financial literacy, not dollars: Wattle Partners

    Much of what keeps Australian investors up at night – and the biggest investment mistakes they make – could be avoided through a greater focus on financial literacy, especially as markets “start acting like markets again”, the private wealth manager’s directors Jamie Nemtsas and Drew Meredith said.

    Lisa Uhlman | 17th May 2023 | More
    Advisers avoid cash ETFs but favour ETFs for growth

    ETFs have “well and truly taken over from actively managed funds” in investor preference for growth investments, advisers say – but when it comes to cash, they recommend eschewing the increasingly popular ETFs in favour of direct investments.

    Nicki Bourlioufas | 17th Feb 2023 | More