Insights that Empower Smarter Financial Decisions

Stay informed with expert perspectives, practical guides, and the latest updates from the Cruz advisory team. Our goal is to simplify complex financial topics — so you can make confident, informed choices about your future.

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December 3, 2025

Mastering Retirement Planning: Your Comprehensive Guide to a Secure Future

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November 26, 2025

Our Investment Philosophy: How we help you invest with confidence

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November 25, 2025

The 9 Beliefs that shape every Cruz client relationship

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October 23, 2025

Part 3: How to build freedom that lasts

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October 23, 2025

Part 2: What real wealth looks like

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October 22, 2025

Part 1: Why being rich isn't the goal

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September 17, 2025

Retirement Reimagined: Why 65 Is just a number

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September 2, 2025

Don't get fancy, get wealthy

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August 27, 2025

The Burden of Modern Financial Housekeeping

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August 14, 2025

Rethinking Diversification: Are you spreading too thin?

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July 29, 2025

Rethinking Retirement: Designing a third act that actually feels like you

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July 16, 2025

Lessons from Steve Jobs that every investor should know

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June 24, 2025

Longevity: The under-appreciated retirement risk

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June 17, 2025

The courage to feel left out

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May 27, 2025

Why we fill up the tank but bail on the market

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May 13, 2025

Temperament trumps tactics

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April 30, 2025

Letting go of "more": why enough might be exactly what you need

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April 16, 2025

The folly of forecasting: Why predicting the future won’t shape your financial success

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April 2, 2025

The Waiting Place

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February 13, 2025

How We Can Help You

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February 11, 2025

The Wealth Transfer Dilemma

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January 24, 2025

There’s Beauty In Simplicity

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November 8, 2024

The Stock Market Is All Around You

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October 3, 2024

The Investor’s Two Constant Temptations

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September 27, 2024

Your Financial Fortress

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August 13, 2024

Navigating Australian Financial Markets & Australian Humour

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May 7, 2024

Understanding The Difference Between A Tax Accountant & A Strategic Accountant

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May 6, 2024

Maximising Your Super: Understanding Concessional Contributions and Carry-Forward Provisions

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May 6, 2024

How Does Inflation Affect My Investments?

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April 10, 2024

Dangers of Not Having Appropriate General Insurance For Your Business

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February 9, 2024

Understanding Health Care and Insurance

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February 1, 2024

Risk Tolerance

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December 27, 2023

New Year's Resolutions Don’t Work, but Goal Setting Does!

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December 11, 2023

Plan Ahead for a Brighter Festive Season: Support for Pensioners

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December 11, 2023

Jingle Away Financial Stress: A Holly Jolly Guide to Holiday Spending

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November 1, 2023

Understanding the Narrative Fallacy in Money Management

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October 25, 2023

The Importance of Nailing Financial Succession

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October 25, 2023

How does your Superannuation fit into your Estate?

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October 23, 2023

How Does Inflation Affect My Investments?

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September 3, 2023

The Mexican Fisherman and The Investment Banker

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September 3, 2023

Roast Dinners

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September 3, 2023

Identity

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September 3, 2023

Identity part 2

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September 3, 2023

Compound Interest

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