Market Update – November 2025

Key Themes: Australian equities fell and international equities rose: Australian equities declined in November as investors continued to price in rate-cut projections. International equities posted modest gains despite concerns around the steep valuations of AI-related stocks. Please click on VIEW

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Summer 2025 – Prepare for Life Newsletter

New Aged Care Act – What you need to know. Sweeping reforms to aged care came into effect 1 November 2025 to help improve the quality, transparency and flexibility of care. Please click on VIEW then on click here for more

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Market Update – October 2025

Key Themes:  (i) Australian and international equities rose: International equities gained as excitement around AI continued, while Australian equities ended slightly higher on rising commodity prices. (ii) Bond prices edged up: Yields were volatile through the month as investors weighed

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Market Update – September 2025

Key Themes: Equities were mixed: Australian equities were an outlier in global markets, falling while most other major stock markets rose. This was largely due to broader inflation concerns, as well as a major buyout deal for Santos Ltd falling

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Market Update – August 2025

Key Themes: • Equities rose: Both international and Australian equities continued to climb, gaining 0.96% and 3.05%, respectively. International equities were supported by a strong reporting season, while Australian equities outperformed in the materials sector. • Bond prices ended slightly

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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

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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

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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.

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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

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