How to stay resilient in uncertain times
There’s no denying that we’re living in interesting times. Unemployment is at historic lows in Australia and, off the back of a pandemic,...
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My Fortress - Articles
My Fortress
- Mar 30, 2023
Monitoring your risk level and rebalancing
It is important to revisit your investment mix against your risk profile and rebalance where needed. At My Fortress, we discuss this with...
My Fortress
- Mar 28, 2023
5 things to check on with insurance through super
For many people, reviewing an insurance policy is right up there with tax returns or visits to the dentist. It’s not the most palatable...
My Fortress
- Mar 23, 2023
Caught in the middle: a sandwich generation that keeps on giving
Tight knit families that care for and support each other can provide an abundance of happiness and fulfilment. And living close by, or...
My Fortress
- Mar 16, 2023
The eligibility age for the downsizer contribution has changed. Do you qualify?
If you’re thinking about selling your family home and downsizing or moving elsewhere, you may be able to use some of the proceeds from...
My Fortress
- Mar 7, 2023
How can I start a difficult conversation about money?
Talking about money with a loved one can be hard at the best of times. Money is the foundation of our financial security, and quite...
My Fortress
- Jan 23, 2023
The commandments of wealth for retirees
Ignore the prophets of doom — they are always with us and usually wrong. Make sure your children have adequate insurance. It’s much more...
My Fortress
- Jan 17, 2023
A review of the last two decades in investing
Investing, as is life itself, is as much about the journey as the destination – and it has been quite the journey since 2003. While past...
My Fortress
- Jan 17, 2023
3 things you may not know about super
Most of us know that making extra super contributions can be a great way to accelerate our retirement savings and boost our income for...
My Fortress
- Jan 17, 2023
Enduring lessons from smart investors
Managed funds vs Exchange-traded Funds The ‘Managed fund vs ETF’ conversation continues to play out through social media and online...
My Fortress
- Jan 11, 2023
The slump in home prices continues
Home prices are continuing to plunge on the back of the fastest surge in interest rates since the early 1990s. So far national average...
My Fortress
- Jan 11, 2023
The super 'death tax' you need to be aware of
You’ve worked hard to build up your super to one day reap the benefits. But if you pass away sooner than you expected, the remainder of...
My Fortress
- Oct 10, 2022
Investors and recessions
A recession is often defined as two consecutive quarters of GDP contraction, and while there is indeed a more meaningful risk of...
My Fortress
- Oct 10, 2022
Risks to consider when building a portfolio
It is important to understand what you’re investing in, as well as where you’re getting your information. How are Australian investors...
My Fortress
- Sep 5, 2022
Three tips for building a good portfolio
Be deliberate - Setting measurable investment goals gives you clarity and direction and prevents you from falling into common investment...
My Fortress
- Sep 5, 2022
Six important costs your family faces if you pass away
(and how life insurance can help them deal with those costs) Although we don’t like to think about it, death is a part of life and it is...
My Fortress
- Aug 8, 2022
A round-up of 1 July changes and what they mean
We share some key superannuation and tax changes for the 2022-23 financial year, as well as some measures that have remained the same....
My Fortress
- Aug 8, 2022
Starting an investing conversation with kids
Introducing children to the concept of investing and building long-term wealth helps lay the foundations early; with an ageing population...
My Fortress
- Jul 18, 2022
Understanding the power of dollar-cost averaging
If you’re a member of a managed superannuation fund, chances are you’re already benefitting from the long-term power of dollar-cost...
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