INSIGHTS

The unfortunate facts about cancer

In Australia, cancer is the second most common form of death and accounts for about three in 10 deaths. In the under 40 age group, cancer is the largest cause of natural disease deaths in younger Australians.

Topics: insurance, cancer insurance

Our mission

In 2013, Ian Walker and I established Lantern Advisory to "deliver holistic and independent advice to create and protect the wealth of our clients". However, our mission has always been much deeper than this statement.

Topics: financial planning, wealth management

The Australian term deposit landscape

The size of term deposits in Australia held with Approved Deposit Institutions (ADIs) is around $530bn, with 45% or more held by Australians who are aged 65 years or more (ASIC report 353). The average term deposit invested is around $77,000 and banks are the main providers of term deposits.

Topics: financial planning, blue chip shares, term deposits, diversified portfolio

Demand for Self Managed Superannuation Funds (SMSFs) is still strong, particular in the 45-55 year age bracket.

Topics: SMSF, Self Managed Superannuation Funds, SMSF management

The love affair between Australian individuals and their bricks and mortar properties is well known and will continue to be part of our culture in the future.

Topics: property investment, alternative options to investing in property

Whether you are making your first plunge into the investment market, or due to unforeseen circumstances you need to start investing later in life, there are some basic tips outlined below that you should consider before starting your investment process.

Topics: new investors, investment strategies, financial plan brisbane

The ASX 200 reporting season for August 2017 was very good, although not great. Almost 91% of full-year reporting companies produced a profit, above the long term average of 87% but down from 94% in February 2017.

Topics: corporate profit reporting season

We were lucky enough to have Chris Weldon, Portfolio Manager from Davis Advisors, New York; visit our offices recently to discuss the benefits of international investments and how they can play a role in a diversified portfolio.

Topics: international investing, accessing multinational investment opportunities

For many Australians, their wealth journey consists of owning a family home and accumulating superannuation. But many would be interested to know there are other wealth generating strategies available.

Topics: superannuation, investing outside of superannuation

For most Australians, the greatest amount of financial pressure will take place from age 30 to 40. Getting married, higher education (or paying it off), mortgage repayments, career breaks and providing for children can make controlling the weekly cash flow difficult during this time.

Topics: budget, household budget, saving in 2017