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Insights

Investing

Tips and insights to help you invest with confidence.

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.
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.
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.
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.
Super investment options
26 January 2020/Market Update

Super investment options – what’s right for you?

When it comes to superannuation, most funds offer a range of investment options.
Investment Properties 2020
6 January 2020/Market Update

Sydney rental yields at new low

Investors in Australia’s two largest residential property markets are getting the lowest rental yields in the country as stagnant rent prices are outpaced by capital gains.
Economy review of 2019 and outlook for 2020
27 December 2019/Market Update

Review of 2019, outlook for 2020 – the beat goes on

2019 delivered solid returns despite slowing growth and trade wars. Here’s what to expect heading into 2020.
The wisdom of investing
21 June 2019/Financial Advice

The wisdom of ‘no change’ recommendation in investing

In 2019, the Australian population tipped over 25 million. None of these lovely people have any chance of sustaining a successful investment strategy without the help of an empathetic and tough loving investment adviser.
Make the most of superannuation tax benefits
26 May 2019/Investing

Make the most of superannuation – tax deductible personal contributions

For many people, super remains a highly tax-effective structure to hold investments for the accumulation of retirement savings, as well as maintaining their risk/insurance protection.
Things to avoid as a newbie investor
24 April 2019/Financial Advice

Things to avoid as a newbie investor

Whatever your age, if you’re thinking of dabbling in investments like shares, managed funds or cryptocurrencies, here’s a list of common mistakes which are generally worth steering clear of.
Australia slides into a “per capita recession
20 March 2019/Market Update

Australia slides into a “per capita recession”

Australian growth has slowed to a per capita recession. Here’s what it means for unemployment, inflation and the RBA’s next move.