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SPRL Planning Pty Ltd ATF Portland Planning Trust
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Our news

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

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

The monthly topical article, Keeping in Touch, 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, The Key, 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.

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Market Wrap June 2019: Markets faltered

The rally from December lows faltered in May with most equity markets down for the month.

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The Key Q2 2019

If you are new to reading The Key newsletter, welcome. If you are an avid reader of this publication you would be familiar with this forum, delivering relevant and interesting content from the financial planning industry, to help you better manage your financial life.

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Market Wrap May 2019: Markets continue to recover

The rally from December lows has flowed into April with most markets positive. Global shares were up 4.6% and 3.9% in a hedged and unhedged terms, respectively.

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Market Wrap April 2019: Markets march on

The market rally that began in January continued more modestly in February and into March, with most markets positive.

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Market Wrap March 2019: A mixed bag

After January’s bounce, February was a little quieter but still ended in positive territory, with global shares up by 3.4% and 5.6% in hedged and unhedged terms respectively.

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The Key Q1 2019

Beat the challenge of having irregular income by planning your finances.

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Keeping In Touch March 2019 – Prune, adapt and budget: Managing the rising cost of living

If you’re organised with your finances, the high cost of living doesn’t have to mean diminished savings.

The increasing cost of goods and services – from food and housing to transport and utilities – is a reality most Australians have to face every day.

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Market Wrap February 2019: Shares rebound

January was a more positive month for investors after December’s volatility, with shares recovering most of their late 2018 losses. Global shares rose by 7.1% and 4.1% in hedged and unhedged terms respectively.

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Keeping In Touch February 2019 – Smart ways to financially get ahead in your 40s

In your 40s and still not financially secure? Don’t fret. You can still catch up. Being in your 40s often involves balancing different priorities. For example, you may need to care for your ageing parents, grow your career or business, and if you’re a parent, support your children.

With all these responsibilities, it’s easy to neglect your own financial wellbeing, including building your longterm savings. But it’s not too late to try secure your future. Here are some tips to help you financially make the most of your 40s.

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Editorial January 2018 – Five ways to keep your financial resolutions this year

Setting a goal for the New Year? Make it stick to help you secure your financial future. It’s that time of year when we set new financial goals – or revisit old ones – and promise ourselves we will accomplish them. But many of us struggle to stick to our resolutions. A study of individuals who set a New Year’s resolution found that less than half (46 per cent) reported continuous success at six months.

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