Taking cover in changing times

The pandemic has changed the way so many of us live, with jobs, travel and lifestyle all transformed during COVID. Now, as we start emerging on the other side, it may be a good idea to check whether these changes have impacted on your life insurance needs. In some cases, you may require more cover … Read more

Market movements & review video – February 2022

Stay up to date with what’s happened in Australian markets over the past month. January is normally a quiet month on the economic scene, but not this year. Inflation and speculation about rising interest rates dominated the month, sending global shares tumbling. Please get in touch if you’d like assistance with your personal financial situation.

Easing into retirement

As the nation drifts back to work after the summer break, it’s often a time to start putting your New Year’s resolutions into practice. For some, an extended holiday may have convinced you that you are ready for more of the good life and that it’s time to retire. In the past, that would have … Read more

2021 Year in Review

Two steps forward, one step back For the second year running, the pandemic was the focus for policy makers, markets, businesses, and individuals alike. The year began with hopes that the rollout of vaccines would stem the spread of COVID-19 and allow economies to reopen. Instead, most countries were hit by wave after wave of … Read more

Market movements & review video – January 2022

Stay up to date with what’s happened in Australian markets over the past month. The global economy and financial markets ended the year as they began, dominated by the pandemic, as the world grappled with a new wave of COVID-19. Please get in touch if you’d like assistance with your personal financial situation.

Investing on facts not FOMO

Prices for property, cryptocurrencies and shares have all hit records recently. While great news for investors, there’s always a risk that some people will jump into the market because they are afraid of missing out on easy money. FOMO, or the fear of missing out, has always been around on financial markets, but social media … Read more

Stepping stones to reach your goals

The calendar turns over to a fresh, brand new year, full of promise, so how do we keep those promises we make to ourselves and get to the end of the year with our resolutions intact and goals realised? We all start out with good intentions when we set our objectives for the year to … Read more

Australia is ripe for a road trip

With much of the country opening up after a long period of travel disruptions due to COVID-19, Australian’s now, more than ever, are taking the opportunity to get on the road and discover our own backyard. And, if you’re able to work flexibly, you may be able to extend that holiday a little longer or … Read more

The gift of giving this Christmas

Christmas is a time when we come together to celebrate with our family and friends. And, for those who haven’t been able to see friends and family due to border closures, it will be an even more joyous occasion this year. Gift-giving is typically a big part of celebrating Christmas and provides a great opportunity … Read more

Kicking financial goals in 2022

After a difficult year of COVID disruptions and uncertainty, the summer holidays can’t come quickly enough. It’s a chance to refresh and reflect on the year that was and hopefully set some goals for year ahead. Yet this year more than most, many of us may feel that our personal and financial priorities have shifted … Read more

Market movements & review video – December 2021

Stay up to date with what’s happened in Australian markets over the past month. As November drew to a close, and we look towards the end of the year, all eyes were on the new strain of the coronavirus, Omicron.  Please get in touch if you’d like assistance with your personal financial situation.

Investing in inflation

Inflation appears to be firmly on the rise and while that is bad news for consumers it’s not necessarily bad news for investors. In fact, inflation may provide new opportunities. In the September quarter, the consumer price index (CPI) rose 3 per cent year on year, a level previously not forecast to be reached until … Read more