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February 2024 Insights
As February kicks off, many of us are settling back into our regular routines and turning our focus towards the year ahead. Cooling inflation and a strong economy, coupled with relatively low unemployment, have sent investors back to Australian shares, with the...
Getting your bounce back
Life is pretty frantic, and it is common to feel like it’s a struggle to keep up the pace. In fact, feeling exhausted is so common that it has its own acronym, TATT, which stands for "tired all the time". While it’s somewhat comforting to know you’re not alone, it’s...
Financial wellbeing is a gift worth giving yourself
The festive season is a time of joy and celebration, but for some, it can also lead to a financial hangover in the New Year. Overspending on gifts, parties, and decorations can quickly add up, leaving many of us with unwanted debt. In 2022, Australians spent more than...
December 2023 Insights
It’s December – the month that always seems to race by as we approach the end of the year and all the festivities it brings. We hope you all have a lovely, happy, and safe Christmas period. On the economic news front, there was some good news. Consumer prices eased...
November 2023 Insights
It’s November, and all eyes were on the Reserve Bank’s interest rate decision. After a series of pauses, the RBA delivered a 0.25% increase in interest rates on Melbourne Cup Day, taking the official cash rate to 4.35%. The aptly named "Without A Fight" romped home in...
Do I need to revisit my insurance?
Revisiting your insurance coverage is an essential part of managing your financial wellbeing. Life is dynamic, and your insurance needs should adapt accordingly. Whether you experience significant life events, changes in income, shifts in your career, adjustments to...
Establishing a legacy – estate and succession planning
Navigating complex family relationships and blended families can be challenging at times and particularly when a family member passes away. A good estate plan can help to make sure your wishes are carried out. An estate plan, of which a will is the first and most...
October 2023 Insights
The warmer weather and spring rains are a welcome break from the colder months. And, while outside activities become more tempting, don’t forget to find a moment or two to review your finances to make sure you’re up-to-date and on-track. Household wealth has increased...
Scam risk and cybersecurity: Are you prepared?
We’re all aware of the risk of cybercrime after the well-publicised data hacks of Medibank Private and Optus. In today’s digital age, threats to your online security have never been more real. Although many recent high-profile cases involved large organisations, email...
September 2023 Insights
September is upon us, and spring is in the air. It’s time to shake off the winter cobwebs, get out into the garden or the great outdoors. Meanwhile, AFL and NRL fans will be hoping the sun shines on their team this finals season. After endless gloomy forecasts, there...
August 2023 Insights
With winter winding up and tax returns on the way for some, there may be sunnier days ahead. While the price of most goods and services continues to rise, the good news is the rate of increase is continuing to slow and the markets are beginning to breathe a sigh of...
July 2023 Insights
With the new financial year now underway, this presents a good opportunity to review some of the recent changes to business and investment rules to make sure you’re on the right track. As the inflation rate begins to ease, with consumer inflation slowing to a 13 month...











