Call Us: 03 5523 3611

SPRL Planning Pty Ltd ATF Portland Planning Trust
trading as Quadrant Local is an Authorised
Representative of Financial Services Partners Pty Ltd.
ABN 15 089 512 587 | AFSL 237 590

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.

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

Keeping In Touch January 2020 – New Year, New Job – What’s your resolutions?

New year is a great time for making lifestyle changes, however, for resolutions affecting your financial health, there’s often no better time than when starting a new job.

Read more >

Market Wrap December 2019: Risk assets rose

Global shares were up 3.2% and 4.7% in hedged and unhedged terms, respectively.

Read more >

The Key Q4 2019

Strategies for dealing with market volatility. Market volatility can be a curse or a blessing. It all depends on how ready you are to deal with it.

Read more >

Market Wrap November 2019: Risk assets rose

Global shares were up 1.8% and 0.4% in hedged and unhedged terms, respectively.

Read more >

Keeping In Touch November 2019 – How to protect your assets from expensive mistakes

Protecting yourself from frivolous creditors and lawsuits is becoming an increasingly common concern. Here we outline some of the ways you can insulate your assets.

Read more >

Keeping In Touch October 2019 – The power of regular investing

One of the world’s most admired investors, Warren Buffett, is famous for saying “Don’t save what is left after spending; spend what is left after saving.”

While this approach may not always be possible, investing even just a small amount regularly can make a big difference over the long term.

Read more >

Market Wrap October 2019: Risk assets faltered

The rally from December resumed with most equity markets up for the month. Global shares were up 2.3% and 2% in hedged and unhedged terms, respectively.

Read more >

Market Wrap September 2019: Risk assets faltered

The rally from December faltered slightly with most equity markets down for the month.

Read more >

Keeping In Touch September 2019 – Putting your goals first

A goals-based investment approach isn’t focused on ‘beating the market’. It’s about tailoring your investments to meet your personal goals.

Read more >

The Key Q3 2019

An enjoyable retirement – are you on track? For many people, the decision around when to retire can be one of the most exciting, yet daunting, times of their lives. There are a number of strategies you can employ now, whatever your age, that may help you fulfil your retirement dreams.

Read more >