Newsletter

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 […]

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

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

In this issue: This month: Benefits of a super long engagement Fostering financially savvy young adults Is food delivery eating into your budget? It’s November and, as always, the month gets underway with the race that stops the nation. The Melbourne Cup is also the signal that summer, Christmas and […]

In this issue: Housing prices off the boil Planning for the future of a special needs child Getting into the great outdoors October is here, which means the holiday long weekends are behind us as we enter the final stretch towards Christmas. It’s traditionally a busy time for households and […]

In this issue: Plugging in to technology stocks Young invincibles – the importance of insurance Lessons from the ‘rich list’ September is upon us and spring is in the air. Our farmers and firefighters will be hoping for some soaking rain to ease the drought and ward off bushfires. Meanwhile, […]

In this issue: Making the most of a falling Aussie dollar FIRED up for financial independence Is your money personality set in stone? As August rolls around and the weather begins to warm up, our thoughts are with the nation’s farmers. Many are battling a prolonged drought and wishing for […]

In this issue: Have oil prices peaked? Super and inheritance: making your wishes known A little adrenaline can be a good thing July is here along with freezing temperatures and good snowfalls in the south and east of the country. Meanwhile, temperatures are sizzling in Russia for the football World […]

In this issue: Ready… Set… Are you good to go for the new financial year? Budget changes support a brighter retirement Helping you find your financial path Australia’s national economic agenda in May was dominated by the Federal Budget and the promise of tax cuts. Consumers rode a wave of […]

In this issue: Downsizing – is it right for you? Closing the super gap Tackling financial stress It’s May, and many parts of the country will be grateful that cooler Autumn temperatures have finally arrived. On the national economic stage, the final touches are being made to this year’s Federal […]

In this issue: It’s time to talk about debt Franking credits facing the chop Cultivating a growth mindset It’s April already and as we head back to work after Easter we hope you enjoyed a peaceful and relaxing holiday weekend. April is generally a quiet month on the national stage […]

In this issue: Home and away with super Weighing up the value of life insurance How blockchain is already changing your world Autumn is here, and not a moment too soon after a prolonged heatwave over summer. The Winter Olympics provided some welcome relief from the heat at home, and […]

In this issue: Golden rules of investing Transition to retirement – still a smart move Turn your passion into your profession It’s February and while the hot weather continues it’s back to business for most of us, with summer holidays, tennis and cricket over for another year. This is a […]

In this issue: Opportunities in the cooling property market Separating needs from wants Music to your ears It’s December and the countdown to Christmas and the summer holidays has begun. But before we tuck into our Christmas ham (or prawns), switch on the cricket and head for the beach, there is always […]

In this issue: Lessons from the GFC – 10 years on Homing in on a happy retirement Embracing spontaneity It’s November and there’s no surer sign that summer is on the way than the reappearance of men’s and women’s international cricket on our screens.

In this issue: Expand your horizons with ETFs and LICs Retirement villages: look beyond the brochure Introducing the new smart(er?) home October is here after the record-breaking heat of September and all the signs point to a hot summer. Things are also beginning to heat up on the global interest […]

In this issue: How to prepare for climbing interest rates Life insurance: inside or outside of super? The lost art of conversation Spring is finally here and it’s not just nature showing signs of growth; the Australian economy is also bearing fruit.

In this issue: Home ownership in the spotlight The risky business of cryptocurrency investment Living better, living longer August is here and the wattle is beginning to bloom, a sure sign that spring is just around the corner. The Australian economy has been a bit slower to spring to life, […]

In this issue: Global markets navigate a sea of uncertainty New (Financial) Year, new start Why family trusts are back in favour July is here and the good news is that the shortest day and longest night are behind us. It’s also the start of the new financial year which […]