Discover how to align your business strategy with your personal and family financial goals. In this Arrow Insights episode, Simon Lewis and Mark O’Leary share expert tips on integrating business planning, risk management and legacy strategies.

In this episode of Arrow Insights, Simon Lewis and Ryan Synnot delve into the transformative world of impact investing. They explore how this investment approach combines the pursuit of financial returns with intentional efforts to address social and environmental issues. From energy projects to sustainable farming and social housing, Ryan breaks down how investors can make a positive difference while still achieving their financial goals.

In this edition of Arrow Insights, Mathew Ashton and Simon Lewis explore the pivotal topic of liquidity in investment portfolios. The dialogue opens with a discussion on the significance of liquidity, emphasising its role in meeting clients' immediate and short-term financial needs. They stress the importance of incorporating assets that offer liquidity without sacrificing the clients' long-term investment goals.

In this episode of Arrow Insights, Simon Lewis and Ryan Synnot delve into the critical concept of asset class diversification within investment portfolios. They discuss the importance of balancing risk and return across a variety of asset classes, from Australian and international equities to property and cash.