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Investment Insights - January 2022

Welcome to our first newsletter for 2022.

In this issue, we'll cover topics including the FIRE movement in retirement along with ways to begin 2022 with a positive mindset.

Firstly, let’s look at comparison websites. We know they can be useful when researching health insurance or home loans, but do you really know how they work?

FIRE investors – what are they? If one of your goals is to retire early, then this article is a must-read.

With the biggest intergenerational wealth transfer set to occur in the next 20 to 30 years, having an estate plan in place is a must if you want your assets to be distributed as per your wishes. 

The past two years have been rather challenging but why not begin the new year on a positive note. Being optimistic can change your outlook on life for the better. Find out more here.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on +61 3 9620 1642 or email  For access to additional articles simply look up our website at  as we post a broad range of articles on a regular basis.


Kind regards

Angela Martyn

Using comparison websites

Get the most from comparison websites.

What exactly is the FIRE movement?

In the investment world, FIRE stands for "financial independence retire early". Read on to learn more about the FIRE approach and how you can tailor your saving and spending behaviours to align with your investment goals. Read more >>

Planning your financial legacy

Beyond accumulating wealth over time, planning your financial legacy is one of the most important aspects of estate planning. With the greatest family wealth transfer set to occur in the next 20 to 30 years, here are a few things investors should consider when planning. Read more >>

Three reasons why thinking optimistically is so important to achieving a positive mindset

It doesn’t matter what you do or where you’re from – optimism is something that can help you in many cases. It’s also good for your health to be optimistic because when you’ve got optimism inside of you, it means that you trust yourself and life in general. Read more >>