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]

Superannuation Contributions [Video]

5 March

  Superannuation offers very generous tax concessions on investment income, retirement income and some types of contributions. The video explains the main types of superannuation contributions. The contribution caps and eligibilities...[Read More]

Market Review for 2022 [Video]

6 February

  The 2022 calendar year proved to be very challenging across most asset classes. However, there have been some encouraging signs in early 2023. A reminder that we always encourage patience with your long term investment strategies...[Read More]

Here’s to a prosperous 2023

2 January

Ready or not, 2023 is upon us, and it is time for a refreshing restart for us all. As we reflect back on 2022 and look ahead to our new years resolutions, please take a moment to reflect on the fun you had and the goals you achieved in 2022....[Read More]

Market Update – 4 December 2022 [Video]

5 December

  Some modest gains in the various markets over recent weeks with early signs that higher interest rates are starting to reign in the inflation threat. The 2022 calendar year has been very challenging. However, Australian 10-year bond...[Read More]

Market Update – 27 September 2022 [Video]

28 September

  Through to the end of September, we have seen a continuation of elevated volatility in investment markets as Central Banks attempt to reign in inflation. This 7-minute video looks at index returns for all asset classes - across...[Read More]

[Video] Market Update – 31 July 2022

31 July

  During the 2022 calendar year, we have experienced elevated volatility in global investment markets across all sectors. This video looks at index returns for all asset classes to the end of the previous financial year - across...[Read More]