Luke Jensen
March 26, 2026 - 23 min
In uncertain times, here are 5 key charts to keep in mind
Shares down on the oil shock – 5 key charts for investors to keep in mind Most of the time share markets are relatively calm, but periodically they tumble and generate headlines like “billions wiped off share market.” This article was published by Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP. Key points […]
Luke Jensen
October 29, 2025 - 9 min
Navigating the AI Boom: Is it a share market bubble?
The rise of Artificial Intelligence (AI) has captured the world’s imagination and, critically, the investment market’s attention. Companies at the forefront of this technology have experienced staggering growth, leading to daily headlines and sparking a question many of our clients are asking: Is this another market bubble waiting to burst, like the ‘dot-com’ era of […]
Luke Jensen
October 9, 2025 - 8 min
How to make the most of your defined benefit superannuation account
For many Australians, a defined benefit superannuation account represents one of the most valuable financial assets they’ll ever hold. If you’re approaching retirement and have one of these accounts, you’re in a fortunate position—but also one that requires careful planning and expert guidance. Key points: What is a defined benefit superannuation account What are the […]
Luke Jensen
June 23, 2025 - 13 min
What is a red flag for a financial advisor?
When it comes to managing your money and planning for the future, a quality financial advisor can make all the difference. But your advisor needs to have your best interests at heart. One of my clients prepared this article after a devastating experience with a previous financial advisor. Though this behaviour is not common, it […]
Luke Jensen
May 19, 2025 - 8 min
The hidden risks of investing for a tax deduction
Investing with the primary goal of achieving a tax deduction can be tempting for retail investors looking to reduce their tax liability. However, it’s crucial to understand that while tax deductions provide short-term financial relief, the underlying investment and associated risks should not be overlooked. In this article, we will explore the downfalls and risks […]
Luke Jensen
May 1, 2025 - 20 min
The psychology of investing
Why investors need to be aware of the psychology of investing Investment markets are driven by more than just fundamentals. Investor psychology plays a huge role and helps explain why asset prices go through periodic booms and busts & why they can react in extreme ways to events. This is an article from Shane Oliver, Head […]
Luke Jensen
April 28, 2025 - 6 min
Why liquidity matters: A guide for retirees and pre-retirees
Ever wonder what the panic is about when the market crashes? Much of the stress can be attributed to liquidity, or the lack of it. In this article, we’ll explore why maintaining liquidity is a fundamental aspect of sound financial planning, especially for investors navigating uncertain times. The Role of Liquidity in Investment Portfolios Liquidity […]
Luke Jensen
March 29, 2025 - 12 min
What’s the best investment for retirement income?
We compare property investment and a diversified portfolio of liquid assets. As you approach retirement, making informed investment choices is essential to ensure a steady stream of income that supports your desired lifestyle. Two popular investment options are direct property investment and a diversified portfolio of liquid assets, commonly associated with superannuation retirement savings. Each […]
Luke Jensen
March 18, 2025 - 6 min
Turning good financial advice into great financial advice
Are you seeking financial advice for the first time, or perhaps looking to change your current financial adviser? The difference between good and great financial advice can have a profound impact on achieving your financial aspirations. At Propel Financial Advice, we believe that great financial advice goes beyond the basics to truly align with […]
Luke Jensen
March 2, 2025 - 7 min
Navigating the disparities in financial markets: An Investor’s Guide
In the dynamic world of financial markets, certain sectors often seem overvalued while others appear to offer fair value or even seem underpriced. This disparity can be puzzling to retail investors trying to make informed decisions. Understanding why these differences exist and knowing how to navigate them with sound investment strategies can help manage risk […]