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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.

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Keeping In Touch April 2020 – Life is expensive, and that’s not changing

If you are worried about the rising cost of living expenses and are not seeing any wage increases, then it’s time to get organised with your finances, set a realistic budget, work out what you can do without and where you can invest to save.

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Market Wrap March 2020: Flight to safety globally

Global shares fell -8.5% and -4.9% in hedged and unhedged terms, respectively. Emerging markets were relative outperformers (only down -1.6%) with COVID-19 (a.k.a. coronavirus) outbreaks outside of China and their economic impact a driving concern for global share markets.

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The Key Q1 2020

If you have retired and think the days of reviewing your financial plans are over, think again. Now is the time to review your entire plan in-line with your new lifestyle and pay particular attention to any insurance cover in place.

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Keeping In Touch March 2020 – Having enough in retirement

At some point you will retire. Many of us hope that is sooner, rather than later.

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Market Wrap February 2020: Investor sentiment was mixed

Global shares were down -0.4% and were up 4.3% in hedged and unhedged terms, respectively. Emerging markets were relative underperformers (up 0.1%) driven by coronavirus concerns over the impact on China.

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Keeping In Touch February 2020 – Forty and Fabulous

If you are in your 40s and feeling like your financial fitness could do with an overhaul, then make 2020 the year to do it!

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Market Wrap January 2020: Risk assets rose

Global shares were up 2.3% and were down -0.9% in hedged and unhedged terms, respectively. Emerging markets enjoyed strong relative performance (up 3.4%).

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Keeping In Touch January 2020 – New Year, New Job – What’s your resolutions?

New year is a great time for making lifestyle changes, however, for resolutions affecting your financial health, there’s often no better time than when starting a new job.

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Market Wrap December 2019: Risk assets rose

Global shares were up 3.2% and 4.7% in hedged and unhedged terms, respectively.

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The Key Q4 2019

Strategies for dealing with market volatility. Market volatility can be a curse or a blessing. It all depends on how ready you are to deal with it.

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A Brighter Future