Our News
Working beyond retirement age
Remember, the decision to work beyond retirement age is personal, and individual circumstances vary.
MONTHLY MARKET UPDATE – May 2024
Following underperformance in April, equity markets rebounded in May and continued their long-term trend upwards, with many markets reaching new highs.
MONTHLY MARKET UPDATE
April was a rough month for international equities, ending a five month-long rally, with unhedged equities falling by 3.18% and hedged equities falling by 3.17%.
MARKET AND ECONOMIC UPDATE – March Quarter 2024
March Quarter 2024 Key points Equity All-Time Highs: Global and Australian equities have continued to rise in Q1 2024, with many major equity markets reaching all-time highs.
Setting financial goals for 2024
The new year is a great time to reflect on your financial situation and plan for the future. Whether you want to save more, pay off debt, invest wisely, or simply live within your means, setting financial goals can help you achieve your desired outcomes.
Unlocking the Benefits of Appointing an Enduring Power of Attorney
By Peter Kelly In today’s world, it is crucial to plan for the future and make provisions for unforeseen circumstances.
Cost of Living Pressure
By Peter Kelly Ever since inflation started its upward spiral in 2021, many, if not all Australians, have felt its impact to some degree or another.
RBA Alters Inflation Expectations and Modifies Rate Messaging
Following its most recent interest rate hike, the Reserve Bank has adopted a more cautious stance, even though it acknowledges that inflation is persisting longer than anticipated.
What is …..the First Home Super Saver scheme?
The First Home Super Saver (FHSS) scheme was introduced in July 2017, with eligible people able to access certain superannuation contributions from 1 July 2018.
Is the government eyeing off your super?
At the end of March 2023, there was a massive $3.5 trillion held by everyday Australians in superannuation. That is $3,500,000,000,000.
The “sanity-saving” benefit of an emergency fund
By Peter Kelly on 9 August 2023 Recently I was confronted with a challenging situation at home.
Markets up on worsening economic data.
Local and global stock markets rose this week on the back of weaker economic data.
