Vantage Point
Guidance and client experiences from our Advice team.
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Navigating Super Fund Challenges: The Importance of Professional Financial Advice
A recent report by the Australian Securities and Investment Commission (ASIC) has shed light on an area where even well-resourced superannuation funds sometimes struggle – the timely processing of death benefit claims. The findings underscore why professional financial advice can be so valuable.
Apr 4, 2025
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Securing Your Financial Future: Defending Against Scammers and Cyber Attacks
In a digital age where cyber threats are growing in sophistication, protecting your wealth has become more important than ever.
Mar 25, 2025
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Essential Moves to Make When Interest Rates Drop
While it’s tempting to pocket the savings and treat yourself, a drop in interest rates presents an incredible opportunity to make smarter financial decisions that can set you up for the future.
Feb 13, 2025
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Pre-Retirement Checklist: Key Questions to Ask Before Retiring in 2025
While there’s an excitement to not knowing what your post-work years have in store for you, chances are you don’t want to put a foot wrong. That’s why the lead-up to retirement is so important — it’s a time to reflect on what you want in the years ahead and ask yourself if you’ve done all you can to make it possible.
Jan 10, 2025
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Mental Shortcuts that Might be Helping or Hurting Your Finances
Our brains are susceptible to certain automatic thought patterns, and fighting against them can be a challenge at the best of times. Sometimes, the solution is to ask how we can align ourselves with these thought patterns so that they actually help us rather than hurt us.
Nov 19, 2024
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Vantage Investment Philosophy – Part 2: Investing in Listed Property and Infrastructure Sectors
At Vantage, we have long advocated for building well-diversified portfolios to ensure stable long-term performance for our clients. Take a look into Part 2 of our Investment Philosophy Series discussing investing in listed property and infrastructure sectors.
Oct 17, 2024
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Smart Strategies to Motivate Your Children to Save and Invest For Life
With money in their pockets and no shortage of places to spend it, saving and investing might be the last things on their mind. Fortunately, there are ways to entice your kids into making smart decisions with their money.
Oct 17, 2024
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The Tricky Reality of Transferring Property to Your Children
Gifting your child a property can be one of the most generous things you can do for them, but there’s more to it than just swapping out the name on the title.
Sep 19, 2024
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The Stage 3 Tax Cuts are Live; What Should You Do with the Extra Money?
Depending on how large a cut you receive, you might decide to spend the money, either on essentials or other items but it might be worth considering a few alternatives.
Sep 12, 2024
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Safeguarding Your Future: Our Insurance Philosophy Explained
When considering your insurance needs, it’s important to fully explore providing for yourself, your family or business in the face of unforeseen events such as illness, injury or death so that your plans to become, or stay, financially independent remain on track.
Aug 30, 2024
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Vantage Investment Philosophy – Part 1: Blending Active and Passive Index Investing in Equity Portfolios
At Vantage, we approach the debate between passive and active investment strategies with an objective lens.
Jul 22, 2024
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Leadership Insights from Retired Senior Naval Officers
We were extremely fortunate last week to have Brett Dowsing, Scott Brown, and Ivan Ingham, retired senior Naval Officers, share their leadership experiences after distinguished careers in senior roles with the Australian Defence Force.
Jul 19, 2024
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Decision making framework for planning your wealth
Creating a decision-making framework that incorporates financial goals, risk tolerance, market conditions, and tax implications involves several steps.
Jul 4, 2024
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Investment Habits in a Challenging Market
After over a decade of solid returns, in recent times investors have experienced great challenges when it comes to investing.
Jan 16, 2024
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Risk; When is the Right Time and How Much Should I Take?
Discussions about future life goals, returns, and performance necessitate a comprehensive understanding of the concept of 'risk.'
Jan 15, 2024
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The Gradual but Harmful Impact of Inflation on Your Wealth
The sudden surge of inflation, largely influenced by the COVID-19 pandemic, has prompted a renewed interest in how it affects investors.
Jan 13, 2024
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I’m Going on a Holiday – What Estate Documents Should I Have Before Take-Off?
See the seven steps you can follow to sure up your Estate planning affairs before jetting off on your next holiday.
Jan 12, 2024
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Centrelink 101: A Guide to Age Pension and Commonwealth Seniors Health Card
As you approach retirement age, forward planning every source of monetary support becomes increasingly critical.
Jan 11, 2024
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The Three Phases of Investment – Adding, Drawing, Selling
The three phases of investment - adding, drawing, and selling - are crucial components of a well-planned investment strategy.
Jan 10, 2024