Market movements & review video – October 2021

Stay up to date with what’s happened in Australian markets over the past month. Our October update takes you through key economic indicators, as September was a mixed bag on the economic front.  After reaching record highs in August, global sharemarkets stumbled in late September. Please get in touch if you’d like assistance with your personal financial … Read more

Design making your way to the best outcome

Throughout our lives, making a decision is something we do thousands of times a day. Our first thought occurs as soon as we wake, and our final thought when we drift off to sleep. Researchers have found on average, that most people will have approximately 6,200 thoughts per day.i Having so many thoughts requires us … Read more

Don’t take super cover for granted

Buying insurance through super has many advantages, but you need to make sure you are getting the right cover for your individual needs. In some cases, you may be paying for nothing. Most super funds offer life and total and permanent disability (TPD) insurance to fund members and, in some cases, income protection cover. But … Read more

Market movements & review video – September 2021

Stay up to date with what’s happened in Australian markets over the past month. Our September update video takes you through key economic indicators, as August provided mixed economic news, with central banks, business and consumers remaining cautious. Please get in touch if you’d like assistance with your personal financial situation.

Aged care payment options

When it comes time to investigate residential aged care for yourself, your partner, parent or relative, the search for a facility and how to pay for it can seem daunting. The system is complex, and decisions are often made in the midst of a health crisis. Factors such as location to family and friends, reputation … Read more

A trusted investment vehicle

Family trusts are a popular and effective investment structure to manage and protect your family’s fortune, but you don’t have to be worth a fortune to benefit from having one. Despite their appeal, they are not for everyone. Indeed, it is suggested that if your assets are less than $300,000, and that is not counting … Read more

How to manage a difficult conversations 

Saying or hearing the words, “We need to talk,” whether it’s in the workplace or in your personal life, can be a source of tension and conflict but there are ways to manage conversations that have the potential to be difficult. Difficult conversations can range from speaking to a family member about concerning behaviour, to … Read more

Investing lessons from the pandemic

When the coronavirus pandemic hit financial markets in March 2020, almost 40 per cent was wiped off the value of shares in less than a month.i Understandably, many investors hit the panic button and switched to cash or withdrew savings from superannuation. With the benefit of hindsight, some people may be regretting acting in haste. … Read more

Market movements & review video – August 2021

Stay up to date with what’s happened in Australian markets over the past month. Our August update video takes you through key economic indicators, as both markets and the economy react to the continued on-again, off-again lockdowns throughout across numerous states in July. Please get in touch if you’d like assistance with your personal financial … Read more