Blog

IN THIS ISSUE (i) Investing for the next generation (ii) Retirement income options when markets are volatile (iii) The art of leaning into winter – (i) Investing for the next generation. For many, the goal of investing is about creating

Key Themes: • Shares rose strongly, led by overseas markets: Investors grew more confident that the conflict between the US and Iran was heading towards a ceasefire. Together with renewed enthusiasm for technology and AI companies, this lifted global share

Key Themes: (i) Australian and international equities rose: Equity investors swiftly recovered from last month’s shock, using the opportunity to buy popular tech stocks at a discount. (ii) Australian and international bond prices rose slightly: Uncertainty around how long the

Key Themes: (i) Australian and international equities retreated: The geopolitical shock from the conflict in the Middle East and the closure of the Strait of Hormuz resulted in a significant retreat in the equity market. (ii) Australian and international bond

IN THIS ISSUE: (I) Protect and grow wealth in uncertain times (ii) The silent partner in your wealth plan (iii) Incidental exercise – put more pep in your step. Protect and grow wealth in uncertain times – interest rate swings,

Key Themes: (i) Australian equities rose and international equities were mixed in February: Australian equities grew on the back of strong commodity prices and solid earnings reports from major banks while international equities experienced some rotation out of the Magnificent

Key Themes: (i) Equities broadly rose in January: Australian equities were supported by higher commodity prices, while international equities brushed off geopolitical conflicts and rose broadly, with small- and mid-caps outperforming large caps. (ii) Both Australian and international bonds ended

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

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

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