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Featured
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Mar 16, 2023
Mar 16, 2023

Expect some market volatility in the short term as investors assess the impact of these events.

Mar 16, 2023
Shares sliding again  what’s driving it and is there any light at the end of the tunnel.jpg
Sep 29, 2022
Sep 29, 2022

Investors could be forgiven for looking back on the pandemic years of 2020 and 2021 with fond memories – because after the initial shock in February-March 2020 it was a period of strong returns and relative calm in investment markets.

Sep 29, 2022
Super savers want social and green returns
Mar 11, 2022
Super savers want social and green returns
Mar 11, 2022

More Australians are thinking about whether their savings cause harm or good, and are getting bigger returns for ethically responsible investment, industry research shows.

Mar 11, 2022
Some early thoughts on financial markets given the Ukrainian conflict
Feb 25, 2022
Some early thoughts on financial markets given the Ukrainian conflict
Feb 25, 2022

2022 has not been without incident. So far, we’ve experienced; rising rates, breakaway inflation in the United States, and now what has been described by Boris Johnson as the most serious ground war in Europe since 1945 when Russia Invaded Ukraine on Thursday the 24th of February.

Firstly, our thoughts and prayers go to those impacted by conflict.

In summary, we do not see this conflict changing our constructive perspective on equity markets, particularly those outside the US. Portfolio managers will however need to consider their positioning, as volatility looks set to continue, creating significant disparities in performance across stocks, funds and ETFs.

We outline key impacts investors will need to consider when re-evaluating their portfolios.

Feb 25, 2022
The escalation in Ukraine tensions – implications for investors
Feb 25, 2022
The escalation in Ukraine tensions – implications for investors
Feb 25, 2022

Ukraine tensions have escalated with Russia ordering troops into Ukraine regions already occupied by Russian separatists.

Share markets are at high risk of more downside on fear of further escalation and uncertainty about sanctions/gas supply to Europe.

The history of crisis events shows a short term hit to markets followed by a rebound over 3 to 12 months.

Given the difficulty in timing market reactions to geopolitical developments the best approach for most investors is to stick to an appropriate long term investment strategy.

Feb 25, 2022
Here’s why you need to consolidate your super
Feb 25, 2022
Here’s why you need to consolidate your super
Feb 25, 2022

New super rules that have been introduced mean employees are now ‘stapled’ to their existing superannuation fund, unless they choose otherwise. That’s why it’s more important than ever to consolidate your super and take control of your retirement savings. Here’s what you need to know about the super stapling rules.

Feb 25, 2022
Tips for investing in property
Feb 25, 2022
Tips for investing in property
Feb 25, 2022

So, you’re thinking of buying your first residential investment property? There are a few things to consider before making the move. Here are our top 10 tips for avoiding potential difficulties and ensuring success.

Feb 25, 2022
January 2022 Market Summary
Feb 17, 2022
January 2022 Market Summary
Feb 17, 2022

An inauspicious start to the new year for markets as the Fed's increasing hawkish created losses in equity and bond markets alike.

Feb 17, 2022
Loans pick up even as house prices grow: Home value index for January
Feb 7, 2022
Loans pick up even as house prices grow: Home value index for January
Feb 7, 2022

Demand for mortgages picked up further in December, even as new figures showed house prices grew further at the start of 2022.

The Australian Bureau of Statistics said housing loans rose 4.4 per cent in December, driven by a 5.3 per cent increase in loans for owner-occupiers.

Feb 7, 2022
Five reasons to expect a cooling in the Australian property market and falling prices in 2023
Dec 2, 2021
Five reasons to expect a cooling in the Australian property market and falling prices in 2023
Dec 2, 2021

After a 22% rise in Australian home prices this year, they are expected to slow to 5% growth in 2022 with prices likely to fall 5-10% in 2023.

Dec 2, 2021
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General Advice Warning: The information in this communication is provided for information purposes and is of a general nature only. It is not intended to be and does not constitute financial advice or any other advice. Further, the information is not based on your personal objectives, financial situation or needs. You are encouraged to consult a financial planner before making any decision as to how appropriate this information is to your objectives, financial situation and needs. Also, before making a decision, you should consider the relevant Product Disclosure Statement available from your financial planner.

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