In this episode, we explore the single most important — yet often overlooked — action that successful investors rely on: doing nothing.

When markets become volatile and headlines stir fear, the instinct to react quickly can be hard to resist. But often, the smartest move is to stay calm and hold your ground. We’ll talk about why patience is one of the most powerful tools in your investing toolkit, how to manage the emotional rollercoaster that can come with market drops, and when it's actually the right time to make changes to your portfolio.

If you’ve ever felt unsure about whether to act or sit tight, this episode will give you the clarity and confidence to stay focused on your long-term goals.

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General advice disclaimer

A significant portion of the work that we do for clients entails financial modelling to help understand what is possible. Frequently, we arrive at the conclusion that the person’s long term outlook is very secure, and indeed they likely have wealth in excess of requirements.

Most commonly in this circumstance, people start to think about early inheritances, and perhaps spending a little bit more on lifestyle. But another path to be pursued, particularly for those without children, is to think about how you might support causes that you are passionate about.

Charitable giving not only has a profound impact on society but also brings a deep sense of personal fulfillment to those who give.

Our role as financial planners is to ensure that your charitable giving is done in a way that maximises its impact, considering elements such as tax efficiency, and long term sustainability.

Thanks for joining us for another episode of the Financial Autonomy podcast. Let's dive into this week's piece - Making a Difference, Smart Ways to Support Causes You Care About.

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General Advice Disclaimer

Your home isn’t just where you live — it can also be a powerful asset in your long-term financial plan. In this episode, we look at how shifting your housing as your life changes can open up smart strategies to build wealth and strengthen your retirement outlook.

From understanding how property values tend to hold up in Australia, to making the most of tax-free gains and superannuation opportunities, you’ll learn how to turn a necessary life transition into a financial win. If you're thinking about your next move — whether it's upsizing, downsizing, or planning for the future — this one’s for you.

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General advice disclaimer