Australia is in the midst of one of the largest intergenerational wealth transfers in its history. Over the next two decades, more than $3.5 trillion is expected to change hands as Baby Boomers and older Gen Xers pass on assets to younger generations. This seismic shift isn’t just about money, it’s about values, responsibility, legacy, and purpose.

The start of a new financial year is more than just a date on the calendar, it’s a chance to reset, reflect, and take deliberate steps toward financial wellbeing. Whether you’re building a long-term wealth plan or simply refining your investment approach, July is the perfect moment to reassess your goals, update your strategy, and act with purpose. 

With the likes of Australia and the US seeing an ageing population, what investment opportunities tie in with this demographic trend?

US markets accelerated through May, delivering a performance for the month not seen since the 1990s. These stocks made an impression with Selfwealth investors.

Australian equities continued their resurgence through May, following a positive lead from the US, where tech and energy shares underpinned momentum.

US markets have whiplashed over recent months, with tariffs at the centre of market volatility. What should investors be mindful of?

As Australians approach retirement, financial security is just one piece of the puzzle. Wellbeing – encompassing financial confidence, lifestyle planning and emotional preparedness for this stage in life – is just as important.

It’s one of the most popular ETFs on the ASX, so we’re taking an in-depth look at the multi-asset fund that is the Vanguard Diversified High Growth Index ETF.

In uncertain times, one of the most valuable tools available to investors isn’t a prediction model or a hot tip. It’s reflection.

As market volatility escalated, the early-April sell-off provided encouragement for investors to back shares impacted by proposed tariffs.

The local market entered correction territory last month, but with share prices quickly rebounding, Selfwealth investors saw opportunities across a host of segments.

As global equities markets fell through the course of the month, Selfwealth investors looked for buying opportunities in exchange-traded funds.

While the market sell-off gathered momentum through March, Selfwealth investors were particularly active identifying opportunities in the tech sector.

As various tailwinds underpin the healthcare sector, what options do investors have available to seek targeted exposure to innovation within this segment?

As renewables take on a growing role in the transition to net zero, what options do investors have to gain exposure to this theme?

Staying aware of current dynamics is essential, but what can also be useful is looking back to history to learn how others have dealt with downturns and difficult market conditions.

When markets swing wildly, emotions can often take the wheel, influencing our decisions in ways that can lead to poor outcomes.

As one of the fastest growing economies, China represents an enormous opportunity for investors. These ETFs make it easier than ever to invest in Chinese equities.

With high growth profiles, Emerging Markets represent potentially lucrative investment opportunities. These ETFs provide diversified exposure to this theme.