Financial Advice Articles - Wealth Differently

Everybody makes mistakes

Last week, it came to light that Australian Retirement Trust, the country’s second-largest super fund, has defaulted on AUD$457 million…

Evergreen funds: flexibility or false comfort?

Last week, I moderated a session at the CII Private Assets conference on the latest trend: “evergreen” strategies. We all…

August reporting season wrap – a bit of a wild ride

Hooray! It’s over! August reporting season is done. Normally, I wouldn’t write about it, as it’s often pretty vanilla, but…

5 mistakes to avoid when investing your wealth

In my experience, most high-net-worth portfolios don’t look how you’d expect. Given the substantial asset sizes, there’s often an assumption…

Investing doesn’t have to be intimidating: join my masterclass

If you know me, you’ll know I’m passionate about investing — it’s something I’ve loved for decades. Over the years,…

Tactics vs strategy — and why you might need both in 2025

So, the first quarter of 2025 has proven to be a bit of a wild ride… Not that wild, I’d…

Correlations matter

Last week, I conducted a one-off portfolio review for a client—a highly experienced and accomplished self-directed investor. Despite their expertise,…

2024: It’s a wrap

Today I wrapped up the last of my end-of-year client review meetings. This is my favourite time of year as…

The greatest challenge for high-net-worth investors

I’ve been a bit quiet on here lately, as I’ve been busy speaking at conferences in Melbourne, Brisbane, and Sydney.…

Key insights from the family office investment forum

Last week, I attended the Family Office Investment Forum, organised by The Global Investment Institute. It was a brilliantly executed…

The underrated investment product all HNW investors should know about

In the world of investing, I love it when I find a hidden gem—a product or investment not everyone knows…

Empowering wealth: how financial education fuels HNW families’ success

Investing is my passion, but the industry is often filled with acronyms and complexity, making it hard for outsiders to…

When compounding goes wrong

Albert Einstein once said “Compound interest is the eighth wonder of the world. He who understands it, earns it; he who…

How easy (or not) is philanthropy?

We typically don’t feature guest posts on HNW Insights, but philanthropy is a cause we deeply care about. Giving back…

Essential tips for evaluating endowment funds

Endowment funds are very popular with high-net-worth investors and family offices. The name evokes images of Ivy League colleges, old…

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High-Net-Worth Investment Insights

Everybody makes mistakes

Evergreen funds: flexibility or false comfort?

August reporting season wrap – a bit of a wild ride

5 mistakes to avoid when investing your wealth

Investing doesn’t have to be intimidating: join my masterclass

Tactics vs strategy — and why you might need both in 2025

Correlations matter

2024: It’s a wrap

The greatest challenge for high-net-worth investors

Key insights from the family office investment forum

The underrated investment product all HNW investors should know about

Empowering wealth: how financial education fuels HNW families’ success

When compounding goes wrong

How easy (or not) is philanthropy?

Essential tips for evaluating endowment funds

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