Newsletter

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 growth, rising expectations that the…

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 in June. In Australia, the…

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 losing some of their gains…

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 will be no let-up in…

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 have ended but the trade…

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 behind us to see how…

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 the holiday season are just…

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 on the business and economic…

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, AFL and NRL fans will…

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 rain. On the domestic front,…