by Ben Maw | Mar 6, 2025 | General, Investment, Market Update, Planning
I’ve recently received several calls from clients concerned about market volatility and the impact of the current political environment on their portfolios and retirement savings. With Trump returning to office in the US, a wave of policy announcements has sparked...
by Ben Maw | Sep 2, 2024 | General, Investment, Market Update, Planning
History shows us that sticking with your long-term investment plan can be the key to success. But the emotional swirl of short-term market movements can often make us feel less confident as investors. To help you stay focused on your goals, I’d like to share the 2024...
by Ben Maw | Feb 15, 2024 | General, Investment, Market Update
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...
by Ben Maw | Jun 12, 2023 | General, Investment, Market Update, Planning
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...
by Ben Maw | Aug 12, 2022 | General, Investment, Market Update
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...
by Ben Maw | Jun 16, 2022 | General, Market Update, Planning
Well, what a difference six months make. I wrote a post earlier in the year to outline the strong share market and property returns everyone enjoyed in 2021. Interest rates were low, there was no war, property and shares were performing well, and inflation wasn’t...
