The Role of a Critical Friend in High Net Worth Investing

When it comes to managing family wealth, investment decisions can be complex and they often rest on the shoulders of…

Why financial security for women deserves more attention in Australia

At a recent International Women’s Day event at The Women’s Club, Sydney, I spoke about something that still surprises many…

Why liquidity matters in a portfolio

There was interesting news overnight: Two of the biggest names in private credit, Ares Management and Apollo Global Management, have…

Why Markets Are Ignoring So Many Risks Right Now

There are several obvious market risks right now, yet so far equity markets seem remarkably relaxed about them. Last week…

The biggest myths about women and investing

In honour of International Women’s Day this week, I am setting out to bust some of the most persistent myths…

Private Credit Risks Investors Should Not Ignore

Nearly two years ago, I wrote a post titled “Now is not the time for investing in private credit”. Read…

How Independent Financial Advice Can Help During Divorce

Over the years, I have spent a lot of time working with clients through major life transitions. One of the…

Podcast: Shelley Marsh on Investing, Market Cycles and 2026

I joined the ek Public Voices Unfiltered podcast It was a pleasure to be featured on the ek Public Voices…

What Is Collaborative Divorce and How Does It Work?

Collaborative divorce offers a more respectful, structured and future-focused way to separate. Divorce has a reputation for being adversarial, expensive…

Is Bitcoin really a store of value?

Lately, I have been attending a few investment conferences and I have been struck by the return of the Bitcoin…

What the Citi 2025 Family Office Report says about how wealthy families are investing

After a busy run of conferences and events, I finally had the chance to sit down with Citi’s 2025 Family…

What high net worth investors can learn from the Australian Retirement Trust debt default

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

Evergreen funds: flexibility or false comfort?

Last week, I moderated a session at the CII Private Assets Conference on one of the latest trends in investing:…

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…

Common mistakes I see in high net worth portfolios

In my experience, most high net worth portfolios do not look how you might expect. Given the substantial asset sizes,…

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High net worth Investment Insights

The Role of a Critical Friend in High Net Worth Investing

Why financial security for women deserves more attention in Australia

Why liquidity matters in a portfolio

Why Markets Are Ignoring So Many Risks Right Now

The biggest myths about women and investing

Private Credit Risks Investors Should Not Ignore

How Independent Financial Advice Can Help During Divorce

Podcast: Shelley Marsh on Investing, Market Cycles and 2026

What Is Collaborative Divorce and How Does It Work?

Is Bitcoin really a store of value?

What the Citi 2025 Family Office Report says about how wealthy families are investing

What high net worth investors can learn from the Australian Retirement Trust debt default

Evergreen funds: flexibility or false comfort?

August reporting season wrap – a bit of a wild ride

Common mistakes I see in high net worth portfolios

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