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Newsletter

The Rich Life Vol 57
Newsletter

The Rich Life Vol 57

Welcome to our May newsletter, and while the weather is cooling the economic and political landscape is heating up. All eyes are on interest rates as the federal election campaign shifts into top gear ahead of the May 21 polling day. The economic event that overshadowed all others in April […]

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The Rich Life Vol 56
Newsletter

The Rich Life Vol 56

Welcome to an early Federal Budget edition of our April newsletter. As the Morrison Government clears the decks ahead of a May election, Australians will be weighing up the impact on their household budgets. The war in Ukraine added a major new source of uncertainty to the local and global […]

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The Rich Life Vol 55
Newsletter

The Rich Life Vol 55

It’s March already which marks the beginning of Autumn. While this is traditionally the season when things cool down, the economic and political scene is gearing up with the Federal Budget later this month and a federal election expected by May. Russia’s invasion of Ukraine in late February increased volatility […]

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The Rich Life Vol 54
Newsletter

The Rich Life Vol 54

It’s February and what a summer it’s been with success on the tennis court and the cricket pitch. Now that the kids are returning to school and we settle back into our ‘’new normal’’ routines, the new year begins in earnest. January is normally a quiet month on the economic […]

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The Rich Life Vol 53
Newsletter

The Rich Life Vol 53

It’s January and the start of a new year. Whether you are back at work or enjoying a summer break, we wish you all a Happy New Year and a return to normal life in 2022. The global economy and financial markets ended the year as they began, all over […]

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The Rich Life Vol 52
Newsletter

The Rich Life Vol 52

December and summer have finally arrived, and you can almost hear the collective sigh of relief as 2021 draws to a close. As November drew to a close all eyes were on the new strain of the coronavirus, Omicron. Global shares fell sharply on fears that Omicron will spread more […]

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The Rich Life Vol 51
Newsletter

The Rich Life Vol 51

It’s November and we’re off with the race that stops a nation. While this is normally a given, the fact that the Spring Carnival is going ahead, and overseas travel is back on the agenda, is a welcome sign that Australia is getting back to business. All eyes were on […]

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The Rich Life Vol 50
Newsletter

The Rich Life Vol 50

It’s October and with grand finals season almost over the countdown to summer begins. Despite ongoing lockdowns, rising vaccination rates are paving the way for the re-opening of borders and business. September was a mixed bag on the economic front. After reaching record highs in August, global sharemarkets stumbled in […]

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The Rich Life Vol 49
Newsletter

The Rich Life Vol 49

It’s September and spring is here, providing a welcome lift in spirits. After some spectacular…

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The Rich Life Vol 48
Newsletter

The Rich Life Vol 48

It’s August, and this chilly winter and periodic lockdowns can’t end fast enough for many of us….

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The Rich Life Vol 47
Newsletter

The Rich Life Vol 47

It’s July, there’s a nip in the air and winter has well and truly set in, as Australia deals with…

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The Rich Life Vol 46
Newsletter

The Rich Life Vol 46

It’s June which means winter has officially arrived. As we rug up and spend more time indoors,…

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The Rich Life Vol 45
Newsletter

The Rich Life Vol 45

May is here and in cooler regions the colours of autumn are all around. In Canberra, Treasurer…

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The Rich Life Vol 44
Newsletter

The Rich Life Vol 44

April is now here and started with a welcomed Easter break. As the vaccine rollout continues…

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The Rich Life Vol 43
Newsletter

The Rich Life Vol 43

After an eventful summer of weather extremes, on-again off-again lockdowns and the swearing in of a new US President, many will be hoping that Autumn ushers in a change of more than the season. As the vaccine rollout begins, there are also promising signs that economic recovery may be earlier […]

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The Rich Life Vol 42
Newsletter

The Rich Life Vol 42

It’s February already, crazy how time flies. The kids are back at school and Australia is getting back to business. It’s still not business as usual, but with the vaccine rollout about to begin, there is a growing sense of optimism. There was a sense of relief on the global […]

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The Rich Life Vol 41
Newsletter

The Rich Life Vol 41

Happy New Year! As 2021 gets underway, we hope you and your families enjoy a safe, happy and prosperous year ahead. While we are not out of the woods yet, there is cause for optimism. December was a busy month on the economic calendar. Global equity markets surged on optimism […]

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February 2020
Newsletter

February 2020

It’s February and the summer holidays are over for most Australians, but the bushfires and…

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The Rich Life Vol 40
Newsletter

The Rich Life Vol 40

December is here which marks the official start to summer. Unfortunately, the bush fire season is already underway. We would like to take this opportunity to express our heartfelt thanks to the firefighters, emergency services personnel and community members who have been working tirelessly to save lives and property. After […]

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October News
Newsletter

October News

It’s October, a turning point in the year when the days begin to get longer and many states switch to daylight saving. Time to spring clean your home, your finances or your business ahead of the summer rush. September was a month of continuing uncertainty on the global stage. The […]

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September 2019
Newsletter

September 2019

It’s September and spring is in the air. It’s time to shake off the winter cobwebs, get out into the garden or the great outdoors. It’s also a good time to plan your summer break. August was a challenging month for investors. Global markets reacted negatively to an escalation in […]

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August 2019
Newsletter

August 2019

It’s August and we are into the final month of an unusually balmy winter, after a record run of high temperatures for July in many states. Financial markets have also been running hot with new records set. Global sharemarkets were riding high in July, fueled by higher than expected US […]

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July 2019
Newsletter

July 2019

It’s July and temperatures are falling across the country. It may be chilly Downunder but Aussie women are on fire in the northern hemisphere, with Ash Barty, Sally Fitzgibbons and Hannah Green victorious in tennis, surfing and golf. All eyes were on interest rates and the ongoing US-China trade war […]

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Winter 2019
Newsletter

Winter 2019

The end of the election uncertainty and the investor-friendly policies of the Coalition produced a relief rally on financial markets. The Australian dollar bounced back above US69c on Monday after falling to three-year lows the day before the election, while local shares surged to an 11-year high on Monday before […]

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May 2019 – Financial Planning News
Newsletter

May 2019 – Financial Planning News

In this issue: How much super is enough? How to spot a scam Artificial intelligence: the future of finance May is here, and as the weather begins to cool the political climate is heating up. The federal election on May 18 bookends a busy period on the national political and […]

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Federal Budget 2019
Economy

Federal Budget 2019

Paving the way to an election… Treasurer Josh Frydenberg’s first budget signals a return to surplus for the first time in 12 years. Highlights from the budget include: Bigger tax cuts A boost to regulation and compliance in the wake of the Banking Royal Commission Healthcare and welfare investment, and […]

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March 2019 – Financial Planning News
Newsletter

March 2019 – Financial Planning News

In this issue: How to keep ahead of the yield curve Making the most of a windfall Navigating love and money After one of the hottest summers on record, many Australians will welcome Autumn and the opportunity to be more active outdoors and perhaps get busy in the garden. There […]

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February 2019 – Financial Planning News
Newsletter

February 2019 – Financial Planning News

In this issue: Don’t short-change your medium-term goals How to speak ‘real estatese’ Hanging on to that holiday feeling February is here and hopefully an end to January’s record-breaking heat across the country. There has also been a lot of heat on the global economic stage. The US shutdown may […]

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January 2019 Financial Planning News
Newsletter

January 2019 Financial Planning News

Happy New Year to all our valued clients! Whether you are still relaxing on your summer break or back at work, we wish you and your families a happy and prosperous 2019. As a new year begins it is always valuable to look in the rear-view mirror at the year […]

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December 2018 –  Financial Planning News
Newsletter

December 2018 – Financial Planning News

In this issue:  This month: Avoiding the holiday debt hangover Can you afford your dream retirement Protecting your family December is upon us and summer has arrived with bushfires in Queensland and flooding rains in NSW. Our best wishes go out to all those affected as well as our brave […]

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