General News
Key Investment Themes in 2021 and Lessons Learnt from 2020
A global pandemic, followed by a swift response from Government, community and industry had a big impact on Australian retirees and investors in 2020.
A lot of changes came in the form of acceleration or disruption. But perhaps the big changes might still be ahead of us in the form of new possibilities.
Here’s a short summary of the key themes we think will dominate the next 12 months and beyond.
Choosing between fixed and variable interest rates
One of the first things to consider when choosing a mortgage is whether to go with a fixed or variable rate product. Our expert mortgage adviser discuss what you should be looking for.
Read More2020… What Happened? From ‘Armageddon’ to ‘Not Bad’ for Australian Investors
There were big differentials in share market performance around the world. Australian shares underperformed against broader global markets despite a less severe progression of COVID-19 compared to North America and Europe. Overall though, it was not a bad outcome for the Australian share market and client superannuation balances considering early forecast for the ’end of days.’
Read More7 Reasons Why You Should Employ the Services of a Financial Adviser
How can a financial adviser add value on your path to retirement?
In this article we provide some hard facts and figures on the subject courtesy of investment research firm, Vanguard.
2020… A Year to Forget?
2020 has been one we would almost rather forget. But let’s not overlook all the good things that have happened. In this article we review major events of 2020 and provide advice on staying upbeat and keeping your financial house in order.
Read MoreInvestment Update – October 2020
October investment market update including outlook post US Election.
Read MoreFederal Budget 2020-2021
2020 Federal Budget Summary – what it means for you
Read MoreInvestment Update – September 2020
Entering a holding pattern, at least locally! Australian Sharemarket Much like the stay at home restrictions that we are starting to emerge from, the Australian Sharemarket has entered somewhat of a holding pattern. Since our End of Financial Year update (The Financial Year that was) the ASX200 index has been fluctuating above and below the…
Read MoreLooking after yourself and others during coronavirus
Across Australia, all aspects of people’s lives have been impacted by the COVID-19 pandemic. While some of us are equipped with the tools to cope, many others are struggling. Building these five actions into our day-to-day lives can improve our wellbeing. We hope the same for you.
Read MoreInvestment update – the financial year that was
Investments had a roller coaster ride throughout the Financial Year.
In this article we recap on the year that was, looking at the winners and losers.