Spring 2025 – Prepare for Life Newsletter
Your future just got a SUPER BOOST – are you ready ? With the new financial year comes a fresh wave of superannuation changes that could make a real difference to your retirement savings. Let’s unpack what’s changing and how
Market Update – July 2025
Key Themes: Equities rose: Both international and Australian equities continued to climb, gaining 3.12% and 2.59%, respectively. International equities were supported by a strong reporting season, while Australian equities rebounded in the healthcare sector. Please click here for more information
Market Update – June 2025
Key Themes: Equities rose: International equities gained as they continued to recover from the market correction triggered by the US tariff announcements on 2 April. Australian equities also rose, supported by strong performances from major banks and rising energy prices.
Market Update – May 2025
Key Themes: • Equities performed well: Following the de-escalation of former President Trump’s initial tariff policies, investors rotated from defensive assets into risk assets. International equities outperformed, led by the US, while Australian equities also rose—albeit slightly less—as concerns remained
Winter 2025 – Prepare For Life Newsletter
TURBOCHARGE your Super BEFORE 30 JUNE – More than half of us set a new financial goal at the beginning of 2025, according to ASIC’s Moneysmart website. While most financial goals include saving money and paying down debts, the months
Market Update – April 2025
Key Themes: • Equities Were Mixed: Following a significant downturn at the beginning of the month due to tariff announcements, the Australian equity market rebounded strongly, achieving a solid return. In contrast, international shares did not fully recover their earlier
Market Update – March 2025
Key Themes: Equities Declined: Equities fell in March as investors continued to transition out of overvalued sectors into safer assets and sectors that had been neglected in 2024. This was compounded by ongoing uncertainty around the increasing number of US
Autumn 2025 – Prepare for Life Newsletter
The Generation REDEFINING Aging – As we advance into the 21st century, the concept of aging is undergoing a transformation, largely thanks to a new generation of ‘oldies’ who don’t feel old – and are reframing what it means to
Market Update – February 2025
Key Themes: Equities Declined: Equities fell over the month following increased uncertainty as Donald Trump imposed new policies and economic data in the U.S. continued to weaken. AI and large-cap technology stocks struggled as scepticism grew over whether their vast
Market Update – January 2025
Key Themes: Equities rose: Both Australian and international equities rose in January. Australian equities rose as the December CPI report came in lower than expected. International equities rose despite a momentary retraction caused by the market’s reaction to China’s DeepSeek