First, we had to brush up our understanding of inflation and what it means for our hip pocket and our investments. Now the term stagflation is being thrown into the economic mix.

Read More

Life just seems to get ever busier as the years roll by and our most precious commodity is often our time. We could all do with a few more hours in the day and technology continues to play a vital role in bringing efficiencies into our daily lives.

Read More

Stay up to date with what’s happened in the Australian economy and markets over the past month.

Read More

A slightly longer read as we have a lot to talk about.

The 21_22 financial year has been and gone and it was definitely two very different six monthly periods.
Looking back over the twelve months, the markets, somewhat surprisingly, strengthened from 1 July 2021 to 31 December 2021. It was a difficult market to read as earnings forecasts post Covid19 may have been understated and this was driving expectations. We discussed this in our blog at the time and the concern was the unknowns such as interest rates and inflation.

Read More

The first half of 2022 was characterised by the harsh reality of elevated inflation and the combative stance taken by central banks around the globe. Already elevated inflation indicators moved higher, causing central banks to hike interest rates further than markets expected. Slower economic growth and recession fears are now front of mind.

Read More

As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families.

Read More

Retirement means starting a new chapter of your life, one that gives you the freedom to create your own story, as you decide exactly how you want to spend your time. While retirement may not be part of your immediate plans, there are advantages to giving some thought as to what retirement looks like for you and how to best position yourself, well before you leave the workforce behind.

Read More

As interest rates start to increase after a lengthy period of historical lows, it’s a good time to think about how your money is working for you and whether your investing style and strategy is still in line with your goals.

Read More

In our May release we discussed inflation hurdles, rising interest rates, geopolitical concerns and energy wars.

This article considers the investment backdrop and what is happening out there.

Read More

In times of market volatility, it’s useful to remember a few grounding investment principles that can get you through the good and the not-so-good.

Read More