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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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Keeping in Touch June 2020 – Make technology work for you

Are you a new technology pioneer, or a proud ‘technophobe’? Wherever you sit on the digital spectrum, the transformative power of technology is undeniable. What’s important is how you harness it.

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Market Wrap May 2020: A relief rally for (most) markets

Global shares rose 10% and 3.6% in hedged and unhedged terms, respectively. Emerging markets were relative underperformers (up 2%) as their currencies remained under pressure during the month with the Australian dollar appreciating against the Chinese Yuan, Brazilian Real and others. Factors such as sizeable coronavirus outbreaks in emerging markets (excluding China) played a contributory role.

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The Key Q2 2020

Over the last 20 years, since 1999, the percentage of Australians age 65 years or over increased from 12.3% to 15.9%.

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Editorial May 2020 – Market volatility and your portfolio

Take a long-term view. Investment results tend to vary more widely when you just consider the returns over a period of one year. Ten-year returns are generally much more stable and a lot more predictable as can be seen in the chart below.

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Keeping in Touch May 2020 – Market volatility and your portfolio

Take a long-term view. Investment results tend to vary more widely when you just consider the returns over a period of one year. Ten-year returns are generally much more stable and a lot more predictable as can be seen in the chart below.

Read more >

Keeping In Touch April 2020 – In times like this, we are working for you

Who would have thought Australia and indeed the world would experience such a drastic situation we all now find ourselves in with the onset of COVID-19? However, we believe that at any previous time it is now that our clients (and our fellow Australians in general) need professional, sound financial advice like never before.

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Market Wrap April 2020: Flight to safety globally escalated

Global shares fell -13.4% and -8.3% in hedged and unhedged terms, respectively. Emerging markets were relative underperformers (down -10.9%) as they were caught up in a flight to liquidity (cash) by investors seeking safe-haven assets instead. An oil price war triggered by Saudi Arabia also impacted emerging markets with their greater dependence on energy and other commodity exports.

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Market Wrap March 2020: Flight to safety globally

Global shares fell -8.5% and -4.9% in hedged and unhedged terms, respectively. Emerging markets were relative outperformers (only down -1.6%) with COVID-19 (a.k.a. coronavirus) outbreaks outside of China and their economic impact a driving concern for global share markets.

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The Key Q1 2020

If you have retired and think the days of reviewing your financial plans are over, think again. Now is the time to review your entire plan in-line with your new lifestyle and pay particular attention to any insurance cover in place.

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Keeping In Touch March 2020 – Having enough in retirement

At some point you will retire. Many of us hope that is sooner, rather than later.

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A Brighter Future
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