Market movements & review video – June 2023

Concerns leading up to the RBA’s decision on interest rates this month, along with the drama over the US debt ceiling, have affected local markets and the Australian dollar. The ASX200 ended the month nearly 3% down thanks also to weaker commodity prices. Please get in touch if you’d like assistance with your personal financial … Read more

EOFY for property investors

As the end of financial year fast approaches, here are three main factors to keep in mind. By being prepared, particularly with your admin, having an awareness of what you can claim and considering any capital losses or gains, you will be well positioned to make the most of EOFY. Compile your records and receipts … Read more

Getting your bounce back

Life is pretty frantic, and it is common to feel like it’s a struggle to keep up the pace. In fact, feeling exhausted is so common that it has its own acronym, TATT, which stands for “tired all the time”. While it’s somewhat comforting to know you’re not alone, it’s certainly not a nice feeling, … Read more

Federal Budget 2023-24 Analysis

A surplus for now but stormy seas ahead Treasurer Jim Chalmers bills his 2023 Federal Budget as an economic strategy to help ease cost-of-living pressures. To that end, he has delivered a modest but welcome package of cuts to healthcare, housing and energy costs as well as boosts to welfare payments for single parents and … Read more

The journey to a satisfying career

Having a career means so much more than just having a job and a regular income. Having a successful career can provide you with great satisfaction but it does require work to get to where you want to be and then sustained effort to continue to grow in your chosen field. It’s worth it though. … Read more

How to get super ready for EOFY

Superannuation has dominated recent headlines, with proposed changes announced by Treasurer Jim Chalmers. While the details of these changes still need to be released, it’s worthwhile turning our focus to superannuation balances as we approach the end of financial year. There are lots of different ways to top up your super, but if you want … Read more

Market movements & review video – April 2023

Stay up to date with what’s happened in the Australian economy and markets over the past month. March was marked by banking failures in the US that sent ripples through global sharemarkets. However, the first quarter of 2023 ended on a note of optimism in Australia due to better-than-expected inflation figures and expectations of a … Read more