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Financial Balance Group

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A guide to active and passive investing

A guide to active and passive investing A guide to active and passive investing Investment funds can be broadly split into two categories – active…

Mortgage versus super – a common dilemma

Mortgage versus super – a common dilemma Mortgage versus super – a common dilemma Conventional wisdom used to dictate Australians were better paying off their…

Asset allocation – what is it?

Asset allocation – what is it? What is asset allocation? Asset allocation is the process of dividing funds between different asset classes including cash, bonds,…

Outliving your savings

Outliving your savings Outliving your savings While living a long and healthy life is a goal for most of us, it does raise a valid…

What is risk appetite?

What is risk appetite? Risk is about tolerating the potential for losses. Understanding your risk appetite allows you to make well-informed decisions about your money.…

Will cash remain king?

Will cash remain king? Will cash remain king? Cash has been one of the best performing defensive assets over the past three years. When compared…

Are bonds a good investment?

Are bonds a good investment? Are bonds a good investment? Let’s look at why you might consider including bonds in your investment portfolio and how…

Economic and market overview

Economic and market overview Economic and market overview Encouragingly the International Monetary Fund (IMF) raised its global growth forecast for 2024, following ‘surprisingly resilient’ economic…