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FINANCIAL INDEPENDENCE News & Analysis

Estimate the savings you need to retire
Retirement
Estimate the savings you need to retire
Use the Morningstar retirement model to come up with a retirement plan that estimates the amount you need to retire and the variables that will...
Mark LaMonica, CFA | 24 March 2025
Defying the stereotype of the star investor
Personal Finance
Defying the stereotype of the star investor
The way success is portrayed is influential. We often follow the wrong role models.
Mark LaMonica, CFA | 06 March 2025
How to build wealth and financial security as a renter
Personal Finance
How to build wealth and financial security as a renter
Many Australians believe that building wealth requires home ownership but there is a pathway for renters.
Mark LaMonica, CFA | 17 February 2025
Understanding the power of compounding
Personal Finance
Understanding the power of compounding
Gaining a greater understanding of compounding can put you on a pathway to financial freedom.
Mark LaMonica, CFA | 10 February 2025
An investing guide for every life stage
Personal Finance
An investing guide for every life stage
A decade-by-decade guide to achieving financial freedom.
Mark LaMonica, CFA | 25 November 2024
Travel more with a better alternative than saving for holidays
Personal Finance
Travel more with a better alternative than saving for holidays
Passive income can be harnessed to reward your future self
Shani Jayamanne | 24 July 2024
What financial independence means for women
Personal Finance
What financial independence means for women
Financial independence means different things to different people but all investors can learn from some common pitfalls.
Shani Jayamanne | 07 March 2024
3 steps to financial independence
Personal Finance
3 steps to financial independence
Everyone’s definition of financial independence is different. We explore how to achieve the foundations of financial independence in three steps.
Mark LaMonica, CFA | 29 January 2024
Foundations of financial independence Module 3: Defining your goals
Personal Finance
Foundations of financial independence Module 3: Defining your goals
Mark LaMonica, CFA goes through the process of defining your goals. This is the first step of constructing a goals-based investment portfolio.
Mark LaMonica, CFA | 25 January 2024
Introducing our investing course: Foundations of financial independence
Personal Finance
Introducing our investing course: Foundations of financial independence
An outline of the free course curriculum. 
Mark LaMonica, CFA | 24 January 2024