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Before You Invest: 4 Questions You Must Answer

by Jason Fleming | Feb 2, 2026 | Superannuation and Investment Advice

Hello Fellow (or Future) Investors, Investing can be an exciting opportunity to build wealth and secure your financial future – but it’s not for everyone. Before you take the plunge, ask yourself these four critical questions: 1. Do you have the risk profile for...

A Financial Planner’s Take on a 2026 Economist Wishlist

by Jason Fleming | Jan 27, 2026 | Uncategorized

Hello Fellow (or Future) Investors, Diana Mousina, Deputy Chief Economist at AMP, has put together an excellent “wishlist” for what she’d like to see in 2026 from an economist’s point of view. I thought this presented a great opportunity to provide my own take—what...

Why Every Business Owner Needs a Safety Net: Income Protection + Savings Buffer

by Jason Fleming | Dec 16, 2025 | Business Owners, Life and Income Protection Insurance

Hello Fellow Investors, If you’re a business owner, you already know the freedom and rewards that can come with running your own enterprise. But here’s the harsh reality: you don’t get workers’ compensation or paid sick leave. That means if you can’t work, your income...

Building Wealth Beyond Your Business

by Jason Fleming | Dec 10, 2025 | Business Owners, Superannuation and Investment Advice

Hello Fellow Investors, Many business owners pour everything into their business, to the extent of overlooking their personal financial security. While this focus can drive growth, it also creates vulnerability. If something goes wrong, your entire livelihood could be...

Personal Insurance Cover: Common Pitfalls and How to Avoid Them

by Jason Fleming | Nov 27, 2025 | Life and Income Protection Insurance

Hello Fellow Investors, A sobering reality is that personal insurance cover and offerings have deteriorated over the past few years, making it more important than ever to seek professional advice to ensure that you are getting up-to-date information and the right...
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Recent Posts

  • Before You Invest: 4 Questions You Must Answer
  • A Financial Planner’s Take on a 2026 Economist Wishlist
  • Why Every Business Owner Needs a Safety Net: Income Protection + Savings Buffer
  • Building Wealth Beyond Your Business
  • Personal Insurance Cover: Common Pitfalls and How to Avoid Them

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