Our latest insights

Integrating innovation and legacy is crucial for the continued success of family businesses. Legacy provides a sense of identity, purpose and continuity, while innovation drives growth and competitiveness. So how can you balance the two?

In the bustling world of family businesses, leadership in the business will be transitioned as one generation becomes older. So, how do we ensure that the rising generation is ready to take on the financial challenges that come with this responsibility? The answer lies in building financial confidence in the Rising Generation.

As family businesses evolve, financial transparency has become a vital element for fostering growth and trust. As the baton passes to the Rising Generation, a new wave of openness and accountability is reshaping the way family business discuss money.

Social media offers strong appeal for the masses to learn finance due to the ability to quickly disseminate information in a digestible way. While this may not be how previous generations learned financial acumen, it is undeniable that social media platforms are opening new ways of understanding how to build wealth.

In the evolving landscape of family businesses, the Rising Generation is stepping up with a fresh perspective and innovative strategies. One of the most significant shifts we are witnessing is the strategic use of financial data to drive business growth.

Building a strong personal brand is essential for professional services advisors to gain trust and loyalty from clients. Define your unique value proposition, enhance visibility through LinkedIn and thought leadership, and grow your network through industry events. Consistently investing in your personal brand creates opportunities and strengthens professional relationships.

A strong festive season, driven by Black Friday and year-end sales, has set a positive tone for retail in 2025. However, shifting consumer behaviours, economic uncertainty, and global trade dynamics present challenges that retailers must navigate. Success in 2025 will require agility, innovation, and a strong focus on consumer engagement and strategic pricing.

Australian retailers faced a challenging 2024, with rising costs and reduced consumer spending power. As 2025 shapes up to be another tough year, an end-to-end approach to profitability is key. From optimising supply chains to rethinking product strategies, breaking down silos allows retailers to make holistic decisions that support tangible results. Discover how integrated profitability reviews can help you drive resilience.

Black Friday results so far point to a strong festive season ahead for retailers. Consumers are balancing growing confidence with a focus on value and quality, while mobile commerce and strategies like personalisation are driving growth. Retailers must adapt to maintain this momentum, prioritising new product launches and standout experiences in December.

Money and finances can often be a sensitive and discreet topic in families, but what about families that own and operate a family business? Discussions about money can often begin around the dinner table, with even very young children receiving pocket money in exchange for chores.

In today’s competitive retail landscape, consumers expect more value than ever. From affordable options to personalised experiences, the challenge for retailers is clear: how to consistently meet and exceed these expectations.

It’s common for business owners to transfer shares to their children as a reward for valued contributions to the business. Ownership can also motivate individuals to perform better as they have a vested interest in the company's success.