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Insights

Find out about helpful strategies, market reports, insights and tips to assist in shaping your financial future

4 August 2020/Market Update

August Economic Update 2020

We look at a few statistics on what has happened with the economy so far and insights into what’s to come.
2019-20 Investment market reflections
13 July 2020/Market Update

2019-20 saw poor returns

2019-20 saw small losses for diversified investors as coronavirus hit, but it could have been much worse. Here’s what investors learned.
The recession and your home loan
1 June 2020/Financial Advice

The recession and your home loan

The word recession and economy have become incredibly popular in the last few months.
Australia the lucky country
12 May 2020/Financial Advice

The lucky country…

Three reasons why Australia is better placed than most countries to come through this period of global economic misery.
How deep will Australia’s recession be?
21 April 2020/Market Update

How deep will Australia’s recession be…

How deep will Australia’s recession be, and what does it mean for you?
Acessing superannuation in Coronavirus Crisis
3 April 2020/Market Update

Thinking of accessing your super due to coronavirus crisis?

Here are practical key points for you to consider.
Coronavirus - Recession, Depression or Economic Hit?
29 March 2020/Market Update

Is coronavirus driving a recession, depression or an economic hit like no other?

Global shares have entered a bear market. Whether it’s short or long depends on how the coronavirus economic hit unfolds.
Federal Government Stimulus Package 2020
23 March 2020/Market Update

Further Federal Government stimulus package announced

On 22 March 2020 the Government announced a further package of measures designed to stimulate the economy and assist individuals and businesses with mitigating the negative economic impacts associated with the…
Coronavirus and Financial Markets Melt Down
15 March 2020/Market Update

Coronavirus and financial markets melt down. What to do?

After being a Financial Planner for over 30 year and being an avid investor for over 45 years. I thought I’d seen it all.
2020 plunge in shares
3 March 2020/Market Update

The plunge in shares – seven things investors need to keep in mind

Share markets have fallen sharply on coronavirus fears. Here are seven things investors need to keep in mind.
What do Australians want financial advice on?
28 February 2020/Market Update

What do Australians want financial advice on?

Investments, retirement, superannuation and cash flow. These are the financial issues that keep Australians awake at night.
Are grandparents giving too much?
28 February 2020/Investing

Are grandparents giving too much?

For many Australian families the arrow of intergenerational help is pointing in a new direction.