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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 January 2018: Take a break – without breaking the bank

Holidays should be a well-deserved break from worry. Here’s how to minimise your stress and have a relaxing time away.

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Market Wrap January 2018: Positive end to 2017

Most share markets ended 2017 positively, with global shares in hedged terms returning 1.1% in December, topping off a strong year (20.0%).

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The Key Q4 2017

Simple ways to keep Christmas affordable.

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Editorial November 2017: Financial literacy leads to healthy habits

It’s an important skill but many people are still not as financially literate as they should be. Here are some ways that may help you improve.

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Keeping In Touch November 2017: Financial literacy leads to healthy habits

It’s an important skill but many people are still not as financially literate as they should be. Here are some ways that may help you improve.

Read more >

Market Wrap November 2017: Global and local shares surge

The US remains buoyant with business and consumer confidence elevated. The US share market (S&P 500) keeps powering along supported by solid earnings and accommodative policy.

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Editorial October 2017: Five things to consider when giving to charities

The urge to donate is strong in Australia, and it’s easy to make it part of your financial plan. An estimated 14.9 million Australian adults (80.8 per cent of the population) gave $12.5 billion to charities and not-for-profit organisations in 2015–16.

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Keeping In Touch October 2017: Five things to consider when giving to charities

The urge to donate is strong in Australia, and it’s easy to make it part of your financial plan. An estimated 14.9 million Australian adults (80.8 per cent of the population) gave $12.5 billion to charities and not-for-profit organisations in 2015–16.

Read more >

Market Wrap October 2017: Global shares maintain momentum

Talk surrounding Donald Trump’s proposed tax reforms and solid economic data more than offset concerns about North Korea, the US Federal Reserve announcing that they will commence to trim their balance sheet and likely lift rates again this year.

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Editorial September 2017: Budget basics for teens and young adults

As kids grow older, their financial needs – and their opportunities – grow more complex.

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A Brighter Future