Budget 2019

We reflect on the events of 2018 before looking at what’s in store for investment markets in 2019.

In 2019 we see market volatility persisting given we’re facing another election, further interest rate speculation, predicted house price falls and global political games.

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Recent changes to Centrelink

Eastern Beach in Spring

We reflect on the events of 2018 before looking at what’s in store for investment markets in 2019.

In 2019 we see market volatility persisting given we’re facing another election, further interest rate speculation, predicted house price falls and global political games.

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2018 Year in Review and What’s Ahead

We reflect on the events of 2018 before looking at what’s in store for investment markets in 2019.

In 2019 we see market volatility persisting given we’re facing another election, further interest rate speculation, predicted house price falls and global political games.

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What’s happening with investment markets?

As I am sure you are aware we’ve experienced a lot of share market volatility in recent weeks.  In order to alleviate some of the stress caused by this uncertainty we have put together a summary to help clarify the recent declines in your account balance, provide some longer-term context and highlight our investment beliefs…

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Spring 2018 Newsletter

What a time to be alive in this lovely Spring weather!  Our latest Newsletter is now out and with new additions, share market changes, and spring clean ideas, we have lots to update you on.  Click the button to learn all about what’s been happening.

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Low-Income Health Care Card – The Forgotten Concession

Centrelink logo

As most retirees are aware, Centrelink’s Age Pension provides income support and access to a range of concessions for eligible senior Australians.   Unfortunately (or fortunately), you may find yourself deemed too wealthy for an Age Pension entitlement. Many retirees consider this the end of the road in terms of subsidising the costs of retirement, however, self-funded…

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Spring Clean!

It’s that time of the year! Spring is here and the weather is finally starting to get warmer and the sun is shining for longer (even if it doesn’t feel like it at times). As much as we dread it we know it’s time we cleaned out our financial clutter and get a better idea…

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Geelong Seniors Festival

The Geelong Seniors Festival is the largest community celebration for seniors in regional Victoria and a major partner of the statewide Victorian Seniors Festival. As well as being a great opportunity to get out and about for little or no cost, the Festival provides a rare insight into what is on in Geelong for the…

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Mortgage Terms Explained

Owning a property is the Great Australian Dream.  Home-ownership is perceived to be the pathway to a better life, one full of success and security. While we all want a part of this dream, for most potential homeowners the only way to enter the property market involves borrowing funds. When sourcing the best mortgage for…

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