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Our news

We release a monthly economic update, a monthly topical article, and a quarterly newsletter.

The monthly economic update takes a look at the latest issues affecting local and international markets.

The monthly topical article looks at different areas of financial advice and provides useful information, including any updates and changes within the financial services industry.

Our quarterly client newsletter keeps you up to date with the current hot topics in the world of financial planning and personal wealth management. Topics can include superannuation, investment, retirement, wealth protection through insurance, redundancy, and estate planning.

Please feel free to share our content with friends and family members.

Market Wrap July 2021: “Risk on” markets continued

Global shares rose 2.4% and 4.7% in hedged and unhedged terms, respectively. The rotation to stocks benefitting from economic recovery reversed in June with growth stocks e.g. US tech performing strongly.

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Editorial July 2021 – Having a comfortable retirement is within reach

At some point, you will retire. Many of us hope that is sooner, rather than later. We hope that we can retire with enough life left in us to enjoy all the things that took a backseat during our working years. We want enough money to be comfortable and safe in the knowledge we won’t run out of money and have to go back to work, unless of course we want to.

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Market Wrap June 2021: “Risk on” markets continued

Global shares rose 1% and 1.2% in hedged and unhedged terms, respectively. The rotation to stocks benefitting from a strong economic recovery regained favour in May. Continued decline of coronavirus cases in Europe and the US helped drive these cyclical names higher.

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Editorial June 2021 – Choosing a retirement lifestyle

If you are in, or nearing, the retirement phase of your lifestyle you might be considering whether you want to stay in your current accommodation, or look for something to suit your needs as they change over the coming years.

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Editorial May 2021 – Why insurance matters

In a year that has seen so many unexpected events take place it is top of mind for most Australians now more than ever that life does not always go the way we plan, but having a plan in place if things do take an unexpected turn can mean that our health, lifestyle, and family are better protected.

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inTouch Q2 2021

Welcome to the Q2 edition of inTouch for 2021. This edition looks at some options around personal insurance protection in our article on TPD insurance and our illustration about getting insurance whilst you’re still young and bulletproof!

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Market Wrap May 2021: Global markets continue rising

Global shares rose 4% and 3.2% in hedged and unhedged terms, respectively. The rotation to stocks benefitting from a strong economic recovery faltered in April. Strong profit results for major US tech companies such as Google saw growth sectors such as technology outperform.

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Market Wrap April 2021: Global markets continue rising

Global shares rose 4.3% and 5.1% in hedged and unhedged terms, respectively. The rotation to stocks benefitting from a strong economic recovery persisted into March. Stocks with more exposure to economic growth such as the banking sector continued to rally, benefitting from the rise in growth expectations.

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Editorial April 2021 – Financial tips that anyone can use

There are lots of tips when it comes to getting ahead, financial speaking. Most of them are really simple so if you are struggling to get on top of your finances and it is a burden you could live without, take a look at our suggestions, below, and make a commitment to just start with one. If that works, maybe you will be encouraged to tackle a few more.

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inTouch Q1 2021

Welcome to the first edition of inTouch for 2021. The impacts of the Coronavirus that has plagued Australia for over a year now have been a concern for us all – for our health, wellbeing, friends and family stuck overseas and the financial impacts have been devastating for some.

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