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Investment Committee Update – May 2022 | AAN
Business

Investment Committee Update – May 2022 | AAN

As we continue to see significant market volatility, we thought we would provide you with an update on what the Committee has been implementing in the Investment models as we move through this investment cycle. PORTFOLIOS REWEIGHTED As always, at the end of the quarter (31 March) the portfolios were […]

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Market Movements & Review Video – May 2022
Business

Market Movements & Review Video – May 2022

Stay up to date with what’s happened in Australian markets over the past month. The economic event that overshadowed all others in April was the increase in inflation. The release of the March quarter Consumer Price Index (CPI) showed inflation up 2.1% in the quarter and 5.1% on an annual […]

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Avoiding emotional bias in financial decision making
Business

Avoiding emotional bias in financial decision making

Our emotions colour every aspect of our lives including our financial lives. Recognising how emotions can influence your financial decision-making puts your rational side back in the driver’s seat and can help you to achieve positive outcomes in business and your personal finances. So where do our feelings about our […]

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Thriving on social connection
Business

Thriving on social connection

The phrase ‘no man is an island’ is from a poem written by John Donne and expresses the idea that humans need to be part of a community to thrive. That’s certainly true, by nature we are social creatures and connection is a core human need. So why do some […]

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Sowing the seeds of succession
Business

Sowing the seeds of succession

Succession planning can be difficult at the best of times without dealing with the added pressures farmers have recently faced with droughts, fires and floods. And that’s why it is even more important to plan early and get it right when you are on the land. You are not just […]

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The Road Ahead for Shares
Business

The Road Ahead for Shares

Trying to time investment markets is difficult if not impossible at the best of times, let alone now. The war in Ukraine, rising inflation and interest rates and an upcoming federal election have all added to market uncertainty and volatility. At times like these investors may be tempted to retreat […]

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Quarter 1 Investment Update – AAN
Business

Quarter 1 Investment Update – AAN

We are delighted to share with you, a copy of the latest AAN Asset Management Quarterly Investment update. This issue includes: • Investor letter & update • AAN Core Model • AAN Growth Model • AAN Australian Model • AAN Index Core Model • AAN Index Growth Model • AAN Sustainable […]

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Quarterly Investment Update from the AAN Investment Committee
Business

Quarterly Investment Update from the AAN Investment Committee

As many of you will note, the AAN Investment Committee have long maintained the policy of rebalancing models on a quarterly basis, and this was actioned last Friday. This process involves trimming positions that have performed well, topping up those that haven’t, and as part of this rebalance a number […]

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Market movements & review video – April 2022
Business

Market movements & review video – April 2022

Stay up to date with what’s happened in Australian markets over the past month. The war in Ukraine added a major new source of uncertainty to the local and global economic outlook in March. Inflationary pressure continued as global economies recover from the pandemic and as crude oil prices surged […]

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Federal Budget 2022-23: Spotlight on tax
Business

Federal Budget 2022-23: Spotlight on tax

Tax offsets and temporary cuts were at the heart of this year’s Federal Budget as the government attempts to woo voters in the run-up to the election. Treasurer Josh Frydenberg emphasised the crucial role of his tax measures in helping Australians cope with the growing cost of living pressures and […]

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Budgeting for success in 4 easy steps
Business

Budgeting for success in 4 easy steps

With all eyes on the Federal Budget and balancing the nation’s books, it’s a good time to review your personal balance sheet. If it’s not as healthy as you would like, perhaps it’s time to do a little budget repair of your own. Just as governments need to set policy […]

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Scams to beware (and be aware) of
Business

Scams to beware (and be aware) of

There is a saying ‘a fool and his money are often parted’ but with scammers becoming ever more devious and sophisticated in their methods, it pays for everyone to be aware of the latest tricks being employed. According to Australian Competition and Consumer Commission (ACCC) data, last year was the […]

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Sharing super a win-win for couples
Business

Sharing super a win-win for couples

Australia’s superannuation system is based on individual accounts, with men and women treated equally. But that’s where equality ends. It’s a simple fact that women generally retire with much less super than men. The latest figures show women aged 60-64 have an average super balance of $289,179, almost 25 per […]

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Federal Budget 2022-23 Analysis
Business

Federal Budget 2022-23 Analysis

Budget 2022: a balancing act Billed as a Budget for families with a focus on relieving short-term cost of living pressures, Treasurer Josh Frydenberg’s fourth Budget also has one eye firmly on the federal election in May. At the same time, the government is relying on rising commodity prices and […]

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Frankly speaking – Tax benefits of shares
Business

Frankly speaking – Tax benefits of shares

Australian shares are popular investments with self-funded retirees and anyone who depends on income from their investments, due in part to the favourable tax treatment of franked dividends. After falling off in the early days of the COVID pandemic, share prices and dividends bounced back strongly in the year to […]

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Elevating your mood…naturally
Business

Elevating your mood…naturally

If it’s been a while since you had that wonderful feeling of euphoria, there are measures you can take to elevate your mood by encouraging production of your bodies naturally occurring ‘happy hormones’. Our hormones control many aspects of our body’s responses and certain hormones are known to help promote […]

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How to calm those market jitters
Business

How to calm those market jitters

It’s been a rocky start to the year on world markets but that doesn’t mean you should hit the panic button. Staying the course is generally the best course, but that’s easier said than done when there’s a big market fall. In January markets plunged some 10 per cent but […]

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Avoid the rush: Get ready for June 30
Business

Avoid the rush: Get ready for June 30

It seems like June 30 rolls around quicker every year, so why wait until the last minute to get your finances in order? With all the disruption and special support measures of the past two years, it’s possible your finances have changed. So it’s a good idea to ensure you’re […]

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Market movements & review video – March 2022
Business

Market movements & review video – March 2022

Stay up to date with what’s happened in Australian markets over the past month. Russia’s invasion of Ukraine in late February increased volatility on global financial markets and fuelled uncertainty about the pace of global economic recovery. Please get in touch if you’d like assistance with your personal financial situation.

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Quarterly Investment Update – AAN
Business

Quarterly Investment Update – AAN

We are delighted to share with you, a copy of the latest AAN Asset Management Quarterly Investment update. This issue includes: • Investor letter & update • AAN Core Model • AAN Growth Model • AAN Australian Model • AAN Index Core Model • AAN Index Growth Model • AAN Sustainable […]

Read More
Market movements & review video – February 2022
Business

Market movements & review video – February 2022

Stay up to date with what’s happened in Australian markets over the past month. January is normally a quiet month on the economic scene, but not this year. Inflation and speculation about rising interest rates dominated the month, sending global shares tumbling. Please get in touch if you’d like assistance […]

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When someone passes away
Business

When someone passes away

When a loved one passes away, the last thing you want to be thinking about is the responsibilities that might fall upon you. Sometimes, having to think about the practicalities of what you need to do during your time of bereavement can be extremely stressful and overwhelming. We are here […]

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Investing in your health pays off
Business

Investing in your health pays off

Investing the time, effort and the necessary expenses to maintain peak mental and physical health is one of the most significant investments you will ever make. And the good news is, any steps you take now, start to pay immediate dividends. We encourage you to think about your financial investments […]

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Tree change or sea change on the horizon?
Business

Tree change or sea change on the horizon?

Australians are leaving capital cities in droves in a phenomenon being referred to as ‘The Great Relocation’. However, there’s a lot to consider beyond the obvious appeal of waking up to the laughter of kookaburras or enjoying a long walk on the beach. The terms ‘sea change’ or ‘tree change’ […]

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Taking cover in changing times
Business

Taking cover in changing times

The pandemic has changed the way so many of us live, with jobs, travel, and lifestyle all transformed during COVID. Now, as we start emerging on the other side, it may be a good idea to check whether these changes have impacted your life insurance needs. In some cases, you […]

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Easing into retirement
Business

Easing into retirement

As the nation drifts back to work and study after the summer break, it’s often a time to start putting your New Year’s resolutions into practice. For some, an extended holiday may have convinced you that you are ready for more of the good life and that it’s time to […]

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Market movements & review video – January 2022
Business

Market movements & review video – January 2022

Stay up to date with what’s happened in Australian markets over the past month. The global economy and financial markets ended the year as they began, dominated by the pandemic, as the world grappled with a new wave of COVID-19. Global sharemarkets made some big gains in 2021 on the […]

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Tips to help you achieve your professional goals in 2022
Business

Tips to help you achieve your professional goals in 2022

As we ring in the New Year, you’ve probably set yourself a few personal new year resolutions. What is the likelihood of you sticking to them long-term? Interestingly, most of us will have failed to achieve these resolutions within a few months (if not sooner). They’ve either become so onerous […]

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Stepping stones to reach your goals
Business

Stepping stones to reach your goals

The calendar turns over to a fresh, brand new year, full of promise, so how do we keep these promises we make to ourselves and get to the end of the year with our resolutions intact and goals realised? We all start out with good intentions when we set our […]

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Investing on facts not FOMO
Business

Investing on facts not FOMO

Prices for property, cryptocurrencies and shares have all hit records recently. While great news for investors, there’s always a risk that some people will jump into the market because they are afraid of missing out on easy money. FOMO, or the fear of missing out, has always been around on […]

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The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Centaur Financial Services do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance.

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