Market Update – 31 December 2025

Key Themes: (i)  Australian equities rose while unhedged international equities fell: Australian equities were supported by rising materials prices, while international equities suffered from profit-taking around the Magnificent Seven. (ii) Both Australian and international bonds fell: Bond prices declined and

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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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