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FINANCIAL YEAR News & Analysis

Can you solve a year 12 personal finance exercise?
Personal Finance
Can you solve a year 12 personal finance exercise?
Financial literacy may be lacking in Australia but one group of year 12 students are attempting to solve for a scenario that many Australians face.
Mark LaMonica, CFA | 16 April 2025
Do you need a financial adviser?
Personal Finance
Do you need a financial adviser?
Ever thought about reaching out to an adviser?
Simonelle Mody | 12 April 2025
Work out the probability of running out of money in retirement
Retirement
Work out the probability of running out of money in retirement
This episode of Investing Compass looks at retirement Monte Carlo simulations.
Shani Jayamanne | 09 April 2025
Buying a home out of reach? Try this framework to find your financial goals instead.
Personal Finance
Buying a home out of reach? Try this framework to find your financial goals instead.
This episode of Investing Compass looks at a framework to help you find your financial goals.
Shani Jayamanne | 03 April 2025
Estimate the savings you need to retire
Retirement
Estimate the savings you need to retire
Use the Morningstar retirement model to come up with a retirement plan that estimates the amount you need to retire and the variables that will...
Mark LaMonica, CFA | 24 March 2025
Defying the stereotype of the star investor
Personal Finance
Defying the stereotype of the star investor
The way success is portrayed is influential. We often follow the wrong role models.
Mark LaMonica, CFA | 06 March 2025
Top tips from experts: find the best professionals to maximise your outcomes
Personal Finance
Top tips from experts: find the best professionals to maximise your outcomes
Industry experts weigh in on their best tips to find great professional partners
Shani Jayamanne | 20 February 2025
3 factors that enable financial advisers to improve returns by 3%
Personal Finance
3 factors that enable financial advisers to improve returns by 3%
An understanding of how advisers add value allows self-directed investors to set themselves up for success.
Shani Jayamanne | 18 February 2025
Understanding the power of compounding
Personal Finance
Understanding the power of compounding
Gaining a greater understanding of compounding can put you on a pathway to financial freedom.
Mark LaMonica, CFA | 10 February 2025
How to interpret common financial ratios
Personal Finance
How to interpret common financial ratios
There is a veritable alphabet soup of financial ratios that many investors struggle to comprehend and interpret effectively. 
Shani Jayamanne | 15 January 2025