Wealth Management

The value of obtaining financial advice

The value of obtaining financial advice

Good financial advice answers important questions by mapping out your goals and putting a strategy in place to achieve them.

Economic recovery drives gains for Australian share market

Economic recovery drives gains for Australian share market

Rapid economic recovery and low interest rates drove strong gains for the Australian share market in...
Investment bonds: what are they and why should you invest in them?

Investment bonds: what are they and why should you invest in them?

Investment bonds offers a tax effective investment that can be used to build wealth. Here’s what you need to know about them.

Federal budget 2021: Superannuation update

Federal budget 2021: Superannuation update

In the federal budget 2021 announcement, the treasurer delivered their second ‘pandemic budget’ which...
Changes to insurance premiums and income protection policies explained

Changes to insurance premiums and income protection policies explained

You may have noticed an increase in the cost of your insurance cover when looking at your latest superannuation...
Australian share market moves sideways but recovery in sight

Australian share market moves sideways but recovery in sight

The Australian share market has moved sideways during the first quarter of 2021, but a global economic recovery is on the horizon.

LDB’s quarterly share market review: Fourth quarter 2020

Australian share market shows improvement to end 2020

The final quarter of 2020 saw the Australian share market improve another 10 per cent, rounding out what was a turbulent year.

Real estate: Top tips for property investing

Real estate: Top tips for property investing

Real estate investing is one of Australia’s most popular strategies for growing wealth, but there are many factors to consider when investing.

Disappointing third-quarter close for Australian share market

Disappointing third-quarter close for Australian share market

The Australian share market ended a sluggish month with a drop of 2 per cent following a significant...
Don’t let COVID-19 derail your financial plan

Don’t let COVID-19 derail your financial plan

The COVID-19 pandemic has altered plans for most of us in 2020, especially if you live in Victoria, but...
Growing and managing your wealth in a COVID-19 world

Growing and managing your wealth in a COVID-19 world

An end to COVID-19 and its economic damage may still be some time away, so our approach to growing wealth...
LDB’s quarterly share market review: second quarter 2020

Australian share market regains lost ground in June 2020 quarter

The Australian share market ended the June 2020 quarter in relatively solid shape, given the economic...
3 ways a financial planner can grow your wealth

3 ways a financial planner can grow your wealth

If you’re looking to grow your wealth for the future or optimise your current investments, financial...
Shaky start to 2020 as Australian share market falls amid COVID-19 outbreak

Shaky start to 2020 as Australian share market falls amid COVID-19 outbreak

In the first quarter of 2020, the Australian share market saw its fastest sell-off since 1987, as investors...
Coronavirus and investing: Should I get out of the stock market?

Coronavirus and investing: Should I get out of the stock market?

Global share markets are tumbling as the coronavirus, also known as COVID-19, continues to spread throughout...