Insights - Wealth Planning Professionals

Economic update: May 2026

12 May 2026 | Insights

From the RBA's third consecutive rate hike and spiking inflation to Wall Street's remarkable rebound and the ongoing Strait of Hormuz crisis, this May 2026 economic update covers everything Australian investors and households need to know right now.

Protecting what you’re building: How insurance supports a financial plan

05 May 2026 | Insights

Insurance is often the last thing people think about when building a financial plan, but it could be the most important piece protecting everything else you have worked so hard to achieve.

Seniors group laughing together socializing outdoors

Confidence vs Certainty: How to Make Financial Decisions Without Knowing the Future

14 Apr 2026 | Insights

You don't need to predict the future to make smart financial decisions, and understanding the difference between confidence and certainty is the first step toward taking meaningful action with your money.