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Financial Balance Group

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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…

Super fund performance and unlisted assets

Super fund performance and unlisted assets Differences in the returns of various super funds have primarily been driven by whether the funds are invested in…

Should you fix your home loan?

Should you fix your home loan? Key takeaways An understanding of the benefits of fixing your home loan, including payment stability, protection from rate hikes…

Understanding market volatility

Understanding market volatility Many investors become concerned when volatility occurs in global financial markets – particularly about the impact on their superannuation and other investments.…