Having an appropriate financial plan in place covers more than just investments and insurance. The same goes for a financial adviser – there are some you will just click with, who you will feel comfortable opening up to and working with over the long term, to improve your financial future.
We release a monthly economic update, a monthly topical article and a quarterly newsletter.
The monthly economic update, Economic Update, takes a look at the latest issues affecting local and international markets.
The monthly topical article, Keeping in Touch, looks at different areas of financial advice and provides useful information, including any updates and changes within the financial services industry.
Our quarterly client newsletter, The Key, keeps you up to date with the current hot topics in the world of financial planning and personal wealth management. Topics can include superannuation, investment, retirement, wealth protection through insurance, redundancy and estate planning.
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Market Wrap October 2020: “Risk on” rally faltered…
Global shares fell 2.9% and 0.3% in hedged and unhedged terms, respectively. Global equities were led on the downside by the US market with Tech stocks struggling as the tech-heavy Nasdaq Index fell by -5.2% in USD terms.
Keeping in Touch October 2020 – Developing better money habits
The cost of goods and services will always be on the rise. The increasing cost of goods and services is a reality most Australians have to deal with. Data from the Australian Bureau of Statistics shows that living expenses for employee households were up by 1.1% from March 2020, compared to March 2019.
Market Wrap September 2020: Risk asset Strength continued
Global shares rose 6.2% and 3.5% in hedged and unhedged terms, respectively. Global equities continue to be led by the US market with Tech stocks the leaders as the tech-heavy Nasdaq Index rose by 9.6% in USD terms.
Keeping in Touch September 2020 – Helping your children form healthy money habits
A few healthy habits could set your children up for a more financially secure future. Research shows that parents’ actions affect their children’s behaviour and the effects can last into adulthood. This puts the onus on parents to help their children develop the skills and behaviours to make smart financial decisions – from learning about the importance of saving to the power of compounding interest.
Market Wrap August 2020: The recovery rally marches on
Global shares rose 3.3% and 0.6% in hedged and unhedged terms, respectively. Emerging markets continued to rally (up 4.6%) driven by stronger economic data in China with business surveys such as the Caixin PMI pointing to stronger improvement while June quarter GDP showed a sharp bounce back into positive territory.
Keeping in Touch August 2020 – Life is expensive, and that’s not changing
If you are worried about the rising cost of living expenses and are not seeing any wage increases, then it’s time to get organised with your finances, set a realistic budget, work out what you can do without and where you can invest to save.
Market Wrap July 2020: The recovery rally marches on
Global shares rose 2.3% and fell -1.1% in hedged and unhedged terms, respectively. Emerging markets bounced back strongly (up 3.5%) driven by stronger economic data in China with business surveys such as the Caixin PMI seeing a return to growth continue for Chinese businesses.
Keeping in Touch July 2020 – Having enough in retirement
At some point you will retire. Many of us hope that is sooner, rather than later. We hope that we can retire with enough life left in us to enjoy all the things that took a backseat during our working years. We want enough money to be comfortable and safe in the knowledge we won’t run out of money and have to go back to work, unless of course we want to.
Market Wrap June 2020: A recovery rally marches on
Global shares rose 4.7% and 3.4% in hedged and unhedged terms, respectively.