Market movements & review video – July 2022

Stay up to date with what’s happened in Australian markets over the past month. June was a big month in an eventful year for the local and global economy, with inflation and interest rates continuing to dominate. With inflation sitting at 5.1% in Australia, cost of living pressure is mounting. The Reserve Bank lifted the … Read more

Preparing for the next chapter

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 … Read more

How to manage rising interest rates

Rising interest rates are almost always portrayed as bad news, by the media and by politicians of all persuasions. But a rise in rates cuts both ways. Higher interest rates are a worry for people with home loans and borrowers generally. But they are good news for older Australians who depend on income from bank … Read more

A super end to the financial year

As the end of the financial year approaches, now is a good time to check your super and see what you could do to boost your retirement nest egg. What’s more, you could potentially reduce your tax bill at the same time. There are a handful of positive changes to super due to start next … Read more

Sowing the seeds of succession

Succession planning can be difficult at the best of times without dealing with the added pressures farmers have recently faced with droughts, fires and floods. And that’s why it is even more important to plan early and get it right when you are on the land. You are not just dealing with a business, but … Read more

Thriving on social connection

The phrase ‘no man is an island’ is from a poem written by John Donne and expresses the idea that humans need to be part of a community to thrive. That’s certainly true, by nature we are social creatures and connection is a core human need. So why do so many of us feel alone … Read more

Market movements & review video – May 2022

Stay up to date with what’s happened in Australian markets over the past month. The economic event that overshadowed all others in April was the increase in inflation. The release of the March quarter Consumer Price Index (CPI) showed inflation up 2.1% in the quarter and 5.1% on an annual basis. This was the biggest … Read more

The road ahead for shares

Trying to time investment markets is difficult if not impossible at the best of times, let alone now. The war in Ukraine, rising inflation and interest rates and an upcoming federal election have all added to market uncertainty and volatility. At times like these investors may be tempted to retreat to the ‘’safety” of cash, … Read more