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Welcome to our latest newsletter

School is back and 2018 is in full swing! We are excited about the year ahead and look forward to assisting you reach your financial goals.

In our February newsletter, we look at ethical investing in superannuation and why it's important to look beyond share prices. We have also included an insight into investing in 2018.

We outline four key financial issues that women face and some things women can do to improve their long-term financial position. 

Finally, we provide some tips for managing your mobile phone.

If you have any questions about any articles in this newsletter, or would like to speak to one of our team, please contact us on 1300 895 311 or email

Kind regards,

Ivan Bakin

Ethical investing – putting your super where your heart is

Millennials – take a bow. Not only are you concerned about how your super is invested, you are more likely than other age group to act on your beliefs when choosing a super fund.


Beyond share prices

Investors shouldn't overlook that there are two components to sharemarket returns – dividend yield and capital gains (or losses).


The financial difference for women

So what are the areas where women lag financially, and when it comes to retirement planning, what can be done?


2018: A balancing act

Fidelity's Investment Director, Tom Stevenson, shares his thoughts on investing in 2018.


The financial implications of technology

The cost of mobile phones and other devices is often not in the purchase but in the upkeep, and as many teenagers are discovering (many too late), mobile phones can lose them a good credit rating even before they’ve left school.