Case Study

We have recently interviewed a client to find out her experience with iInvest and also the market. Kate M. (name changed for privacy) came to us looking to boost her returns on the $200k of cash she had in her bank account. She owned shares before, so understood the...

Back to Basics

Key Terms Investors Need to Know There are countless words and acronyms that can be confusing to investors – both new and old. So, whether you’re here to learn or just need to brush up on your memory – here are some of the most common terms you should know about...

Zac’s Highs & Lows of 2021

With the new year starting, we thought it would be a good idea to reflect on the year that was. And have a look at our highlights and lowlights from some of our team. Zac thinks one of the big highlights of the year has to be the Burleigh Bombers winning the grand...

Dylan’s Highs & Lows of 2021

With the new year starting, we thought it would be a good idea to reflect on the year that was. And have a look at our highlights and lowlights from some of our team. Dylan rates the WOW/EDV split as one of the highlights for the year. “At the time it was...

Market Trends for 2022

Trends to follow in 2022 (& the ETF’s to play them) As the end of the year approaches, it’s an opportune time to take stock of the drivers of strong returns and the likelihood of them being sustained. Over the past 12 months, a significant amount of money...

How Are You Funding Your Retirement?

How Should Savers Be Responding To Low Interest Rates? The answer is simple: invest in stocks over bonds or savings accounts. But that’s an incomplete answer. As we age, experts advise us to shift our investments over time, with less in equities and more in bonds. So,...