Blog
Reflecting on 2024
5 January
The 2024 calendar year provided favourable returns in most sectors of the market. This short video provides a brief review of various indexes with Australia, United State and average global sharemarket returns. Sending best...[Read More]
Market Update 2 December 2024 [Video]
2 December
The 2024 calendar year has been a very good year for investment markets - with most market sectors showing attractive gains. This short video provides an update. Please note this is general information only. If you have any questions or...[Read More]
Administration System Upgrade and Client Portal
5 November
We will be implementing a fairly significant upgrade to our administration system in the middle of November. At this stage, we do not anticipate any disruptions to our ongoing advice services. We will be completing comprehensive testing on the...[Read More]
Market Update – 2 September 2024 [Video]
2 September
Inflation is lingering above the target range for the RBA - and may defer the opportunity for the RBA to reduce interest rates. The US sharemarket continues trending upwards - influenced by returns from large global technology...[Read More]
Superannuation Changes effective from 1 July 2024
29 July
The superannuation changes effective from 1 July 2024 are designed to enhance the retirement savings of individuals - and offer more flexibility and control over superannuation funds. Here is an overview of the key changes: Concessional...[Read More]
Market Update – June 2024 [Video]
3 June
Inflation has reduced but still above the target range for the RBA. Persistent inflation may defer the opportunity for the RBA to reduce interest rates. The US sharemarket is influenced by returns from the "Magnificent 7" - the 7...[Read More]
The value of ongoing advice
29 March
In an ever-changing landscape of financial markets, having a trusted financial adviser by your side can provide you with peace of mind in a world of increasing complexity. Here are some key benefits of ongoing financial advice: Personalised...[Read More]
Account Based Pension Vs Lifetime Annuity
2 March
Consideration of lifetime annuities is a regular agenda item in our review meetings for retirees over recent months. This is partly due to the relatively attractive annuity payments on offer following the increase in bond rates over the past couple...[Read More]
Market Update – February 2024 [Video]
5 February
Happy new year and best wishes for the year ahead. We had some good news on inflation last week with inflation for the 4th Quarter of 2023 coming in lower than expected. The RBA is unlikely to increase rates again in February and we...[Read More]
Seasons Greetings
4 December
Thank you for your continuing support throughout the 2023 calendar year. We very much appreciate the opportunity to assist with your advice needs. Please note that Kylie is currently enjoying a family holiday in Europe and will be returning to...[Read More]
Market Update – November 2023 [Video]
6 November
Inflation is proving persistent and bond rates have continued to rise. In Australia, the RBA is expected to raise interest rates on 7 November 2023. The risk of a global recession lingers and the markets are also absorbing...[Read More]
Investing in bonds [Video]
28 September
With the increase in bond rates since mid-2022, bonds are more topical in our discussions with clients. This video provides an explanation of the types of bonds, how their prices change, and the benefits & risks with bond...[Read More]
Market Update – September 2023
4 September
The investment markets have been more favourable for investors so far in 2023. However, further rate rises in Australia are possible and that may lead to an economic recession. We have seen modest positive returns for diversified portfolios...[Read More]
Market Update – 3 June 2023 [Video]
4 June
The investment markets have been more favourable for investors so far in 2023. We have seen modest positive returns for diversified portfolios over the past 12 months. Returns over the past 10 years have been well above inflation - providing...[Read More]
Market Update – 1 May 2023 [Video]
3 May
The investment markets have been more favourable for investors so far in 2023. However, inflation is still elevated. More interest rates rises may lie ahead and a global recession remains a risk. This video was recorded on 1 May...[Read More]