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April 2020 Insights
Welcome to our April newsletter which we bring to you at a time of enormous economic uncertainty. At times like these it’s important to have someone to talk to, so we urge you to contact us if you have concerns about your finances.The health and economic impacts of...
Hold on… bumpy markets ahead
After period of optimism, global investment markets have hit the panic button on fears about the possible economic impact of the coronavirus (COVID-19).At times like these, it’s good to get some perspective.Australian shares rose 24 per cent last year, touching record...
Women and money: Seize the day!
As the world celebrates International Women’s Day and all that women have achieved, it’s a good opportunity to take stock. Women have undoubtedly come a long way in terms of workplace participation, equal pay and financial independence, but there is still some way to...
Achieving focus in a world of distractions
Feel like you’re running on a hamster wheel, beholden to the constant pinging of your phone, busier than ever? You’re not alone, with the trap of always being ‘on’ a curse of the modern day world.A 2019 report from BankMyCell found that the average smartphone user...
March 2020 Insights
After an unprecedented summer of bushfires, we hope that Autumn brings cooler temperatures and soaking rain for all those who have been affected.Data released in February give an early indication of how the Australian economy has been impacted by the bushfires and...
Getting your balance back
Overindulge over the holiday period? You’re certainly not alone, but now it’s time to get back on track. Early in the year makes for the perfect time to dust yourself off and recommit to a your version of a balanced, healthy life. Consider all aspects of your life...
The hunt for dividend income in 2020
With interest rates at historic lows and likely to stay that way for some time, retirees and other investors who depend on income from their investments are on the lookout for a decent yield. Income from all the usual sources, such as term deposits and other fixed...
February 2020 Insights
It’s February and the summer holidays are over for most Australians, but the bushfires and drought in eastern states are far from over. Our thoughts are with everyone affected. January was unusually busy on the economic front. The International Monetary Fund...
2020 vision for financial fitness
What better year to have your financial health in tip top shape than the one requiring 20/20 vision! The start of any year is always a good time to assess your financial situation and make sure you are on track to achieving your dreams, but the start of a decade is...
January 2020 Outlook
As 2020 gets under way and holidaymakers return to work, we wish everyone a happy and prosperous New Year. Our thoughts are also with our fellow Australians caught up in the catastrophic bushfires around the country; we wish you all a safe and speedy recovery....
12 tips for Christmas
If five golden rings and a whole menagerie of birds sounds like it might blow the budget this year, then perhaps the classic carol needs a rewrite. That’s why we’ve put together a list of hot tips to make the gift-giving season a breeze without scorching a hole in...
December 2019 Outlook
After keeping interest rates on hold at 0.75 per cent in November, Reserve Bank Governor Philip Lowe said in a speech he would only consider unconventional measures to stimulate the economy if rates fell to 0.25 per cent. He ruled out negative interest rates but said he might consider buying government bonds.