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Property Game: It's more than the residentials
Beyond the rental house: how unlisted property funds compare on diversification, income and tax, and what 2026's higher rates and Budget mean for investors.

Duncan Lin CFA®
Jun 127 min read


The Gazing Principle
Why the best financial plans look further than you think A long time ago, when I was living in London, a friend introduced me to an idea that has never left me. It comes from Japanese warfare — from the swordsman and philosopher Miyamoto Musashi, whose legendary prowess allowed him to come through countless duels unscathed. His secret wasn't strength or speed. It was what he called Enzan no Metsuke — the gazing at the distant mountain. The principle is this: in close-quarters
Mark Williams
Apr 124 min read


Invest In Super or Pay Off Mortgage?
Everyone asks this question. Almost everyone gets the same answer. The problem is that the same answer, given to the wrong person, can quietly cost them years.
Super or mortgage? The formula people reach for is not wrong. It is just incomplete. Your age, tax rate, job security and offset account can each flip the answer entirely.
Find out which game you are actually in.
Mark Williams
Mar 175 min read


Estate Planning Gone Wrong: 4 Lessons in Wealth Transfer and How to Get it Right
Effective estate planning is key to intergenerational wealth transfer, ensuring your assets and your legacy is preserved.
Mark Williams
Sep 12, 20244 min read


3 Essential End of Financial Year Superannuation Tips for 2024
As we edge closer to the End of the Financial Year, the window is closing for making tax deductible superannuation contributions. The...

Duncan Lin CFA®
Jun 1, 20244 min read
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