We release a monthly economic update, a monthly topical article, and a quarterly newsletter.

The monthly economic update takes a look at the latest issues affecting local and international markets.

The monthly topical article 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 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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  • Local and global equity markets were flat to slightly higher this week as investors  looked through near-term inflation concerns.
  • In local stock news, National Australia Bank, Crown Resorts, SkyCity, and StarEntertainment all found themselves in the ire of AUSTRAC as the regulator claims to  have  found serious problems in  how these companies try  to prevent financial crimes.

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  • The Australian equity market continued to make new highs this week whilst notching 8 consecutive months of gains, a run not seen since 2007. 
  • Global markets were mixed with developed markets flat to lower, whilst Asian and emerging markets saw support from investors. 
  • The oil price rose this week as OPEC chose not to increase oil supply by more than planned, boosting oil and gas stocks. 
  • The Aussie dollar fell this week on the back of a stronger US dollar as US employment data came in better than expected. 

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Budget 2021

My summary in relation to this year’s budget. Please note all changes still need to be legislated and in the budget papers, it states: 1st July after receiving royal assent. Therefore our assumption is July 2022 for some of the changes, but this is to be confirmed.

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Market Wrap May 2021: Global markets continue rising

Global shares rose 4% and 3.2% in hedged and unhedged terms, respectively. The rotation to stocks benefitting from a strong economic recovery faltered in April. Strong profit results for major US tech companies such as Google saw growth sectors such as technology outperform.

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Market Wrap April 2021: Global markets continue rising

Global shares rose 4.3% and 5.1% in hedged and unhedged terms, respectively. The rotation to stocks benefitting from a strong economic recovery persisted into March. Stocks with more exposure to economic growth such as the banking sector continued to rally, benefitting from the rise in growth expectations.

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Keeping in Touch April 2021 – Financial tips that anyone can use

There are lots of tips when it comes to getting ahead, financial speaking. Most of them are really simple so if you are struggling to get on top of your finances and it is a burden you could live without, take a look at our suggestions, below, and make a commitment to just start with one. If that works, maybe you will be encouraged to tackle a few more.