How to calm those market jitters

It’s been a rocky start to the year on world markets but that doesn’t mean you should hit the panic button. Staying the course is generally the best course, but that’s easier said than done when there’s a big market fall. In January markets plunged some 10 per cent but then staged a recovery. That … Read more

Market movements & review video – March 2022

Stay up to date with what’s happened in Australian markets over the past month. Russia’s invasion of Ukraine in late February increased volatility on global financial markets and fuelled uncertainty about the pace of global economic recovery. Please get in touch if you’d like assistance with your personal financial situation.

Avoid the rush: Get ready for June 30

It seems like June 30 rolls around quicker every year, so why wait until the last minute to get your personal finances in order? With all the uncertainty and special support measures of the past two years, it’s possible your finances have changed for better, or for worse. So it’s a good idea to ensure … Read more

Tree change or sea change on the horizon?

Australians are leaving capital cities in droves in a phenomenon being referred to as ‘The Great Relocation’. However, there’s a lot to consider beyond the obvious appeal of waking up to the laughter of kookaburras or enjoying a long walk on the beach. The terms ‘sea change’ or ‘tree change’ have been around for a … Read more

Taking cover in changing times

The pandemic has changed the way so many of us live, with jobs, travel and lifestyle all transformed during COVID. Now, as we start emerging on the other side, it may be a good idea to check whether these changes have impacted on your life insurance needs. In some cases, you may require more cover … Read more

Market movements & review video – February 2022

Stay up to date with what’s happened in Australian markets over the past month. January is normally a quiet month on the economic scene, but not this year. Inflation and speculation about rising interest rates dominated the month, sending global shares tumbling. Please get in touch if you’d like assistance with your personal financial situation.

Easing into retirement

As the nation drifts back to work after the summer break, it’s often a time to start putting your New Year’s resolutions into practice. For some, an extended holiday may have convinced you that you are ready for more of the good life and that it’s time to retire. In the past, that would have … Read more

2021 Year in Review

Two steps forward, one step back For the second year running, the pandemic was the focus for policy makers, markets, businesses, and individuals alike. The year began with hopes that the rollout of vaccines would stem the spread of COVID-19 and allow economies to reopen. Instead, most countries were hit by wave after wave of … Read more

Market movements & review video – January 2022

Stay up to date with what’s happened in Australian markets over the past month. The global economy and financial markets ended the year as they began, dominated by the pandemic, as the world grappled with a new wave of COVID-19. Please get in touch if you’d like assistance with your personal financial situation.

Investing on facts not FOMO

Prices for property, cryptocurrencies and shares have all hit records recently. While great news for investors, there’s always a risk that some people will jump into the market because they are afraid of missing out on easy money. FOMO, or the fear of missing out, has always been around on financial markets, but social media … Read more

Stepping stones to reach your goals

The calendar turns over to a fresh, brand new year, full of promise, so how do we keep those promises we make to ourselves and get to the end of the year with our resolutions intact and goals realised? We all start out with good intentions when we set our objectives for the year to … Read more

Australia is ripe for a road trip

With much of the country opening up after a long period of travel disruptions due to COVID-19, Australian’s now, more than ever, are taking the opportunity to get on the road and discover our own backyard. And, if you’re able to work flexibly, you may be able to extend that holiday a little longer or … Read more