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Our news

We release a monthly economic update, a monthly topical article and a quarterly newsletter.

The monthly economic update, Economic Update, takes a look at the latest issues affecting local and international markets.

The monthly topical article, Keeping in Touch, looks at different areas of financial advice and provides useful information, including any updates and changes within the financial services industry.

Our quarterly client newsletter, The Key, keeps you up to date with the current hot topics in the world of financial planning and personal wealth management. Topics can include superannuation, investment, retirement, wealth protection through insurance, redundancy and estate planning.

Please feel free to share our content with friends and family members.

Market Wrap - July 2016

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Market Highlights -  July 2016

  • Share markets dropped sharply in the hours post Brexit and then rallied strongly
  • Brexit is a medium-term challenge but has reinforced the long-standing trend of lower yields
  • Market expectations have shifted towards US rates being on hold for an extended period

 

 


The Key Newsletter – Winter 2016

Download The Key Newsletter – Winter 2016

Issue 51 of the latest market insights from Financial Services Partners includes:

• 5 ways to smarten up your SMSF
• Want to control diabetes? Check your plate
• The secret lives of bonds
• Do investment properties really add up?

Keeping in Touch - June 2016

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Making the most of lower interest rates

While lower interest rates are great for those with mortgages, it does not suit everyone and can make things a lot more difficult for those needing income in retirement.

Here we look at how you can make the most of the current low interest rate environment, whatever your stage in life and financial goals.

Market Wrap - June 2016

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Market Highlights -  June 2016

  • Share markets bounced strongly on central bank support and the improved growth outlook
  • The rally has started to broaden from commodities to technology, financials and health
  • The Australian dollar fell sharply on expected further rate cuts and US rate hike projections

 

 

 


Keeping in Touch - May 2016

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Get set fpr the (financial) year ahead

With 30 June just around the corner, there are a number of strategies available to help you to increase your wealth and potentially save on tax. 

Here are four strategies that, with the help of your financial adviser, you have time to action before the end of the 2016 financial year.

Market Wrap - May 2016

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Market Highlights -  May 2016

  • Share markets bounced strongly on central bank stimulus and softer US dollar
  • Recovery in China’s construction industry supported higher commodity prices
  • The AUD rose strongly on declining investor risk aversion but fell on RBA rate cut

 

 

 


Keeping in Touch - April 2016

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The value of a having financial adviser

Having an appropriate financial plan in place covers more than just investments and insurance.

The same goes for a financial adviser – there are some you will just click with.

Here we provide some ideas on finding one that you feel comfortable with, who can help you improve your financial future.

Market Wrap - April 2016

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Market Highlights - April 2016

  • Share markets bounced strongly on central bank stimulus
  • Recovery in China’s construction industry supported higher commodity prices
  • The AUD rose strongly on declining investor risk aversion 

 

 


Keeping in Touch - March 2016

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What's your family succession plan?

While often difficult, having discussions with your family about estate planning, and how your assets will be distributed when you die, is so important.

Here are just some of the key building blocks to consider when looking to create your own family succession plan.

Market Wrap - March 2016

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Market Highlights - March 2016

• Market volatility continued with share markets falling in the month
• Economic indicators pointed to a slowing in developed economies which drove the weakness
• Strong credit growth in China helped to stabilise confidence and commodity prices

 

 

 


A Brighter Future