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Diversification: Your Key to Financial Resilience
As we reflect on the investment landscape of 2023, one undeniable lesson emerges: the importance of diversification in achieving financial success. The past year has seen remarkable fluctuations across major investment markets, reaffirming the age-old wisdom of not...
Market Update – October 2023
In these times of heightened market volatility, I want to provide you with a comprehensive October market update that aims to put recent fluctuations in investment markets into context. Alongside this, I've compiled some valuable tips to help you reduce costs and...
Maximise Your Tax Benefits: Important Strategies to Consider Before June 30th
As June 30 approaches, it’s time to consider tax planning. Below, I have summarised 12 commonly used strategies to consider. Where appropriate, I have added links to where further information can be found. These tips are general in nature, so please contact me and/or...
Market Update – April 2023
How Has Your Suburb Fared in the Property Market Over the Last 10 Years? We understand that many of you may have seen a recent reduction in the value of your property holdings, which can be attributed to the dramatic increase in borrowing rates. As...
Market Update – February 2023
Economic Update - Monetary policy / Interest rates and Inflation The Reserve Bank of Australia (RBA) is in the headlines - everyone wants to know why things seem so tough. Interest rates are up, property values are down, and everything seems...
Market Update – August 2022
Investment returns for the 21/22 financial year The 21/22 financial year was an incredibly difficult period for investors, share markets retreated from their end of 2021 highs, with Australian shares posting a -7.40% return, US shares posting a -2.40% return and...