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Financial Planner

Recent Posts

Bull or Bear: What does the future hold for investors?

Many leading economists and market professionals believe that we are now in the early stages of a cyclical change in the economic landscape, following three decades of low inflation and shrinking interest rates. It's a challenging time for..

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Interest rates and the role of the RBA

The Reserve Bank of Australia raised interest rates in July by 0.5 percentage points, making the new cash rate 1.35 per cent. The RBA is raising rates in a bid to slow down, hopefully not stop, household spending. This, in turn, hopefully, slows..

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Navigating investment markets in uncertain times like these

As inflation returns, investors are now faced with a very different economic environment to the past decade. A decade of low-interest rates, low inflation and rising asset prices. You could forgive people for thinking that's just the way it is.

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Super Strategies for EOFY

We talk to a lot of clients about the best strategies to maximise their superannuation balance prior to retirement. The more money you have in super when you retire, the more choice you have about your retirement lifestyle. At present, you and your..

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The effect of rising inflation

The word 'inflation' doesn't only dominate business news headlines, but finds its way into general news reports too.

So, what is inflation and how does it affect you?

In simple terms, inflation signifies a rise in the price of goods and services,..

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Sharemarket volatility is here to stay in 2022

Volatility in markets is being driven by Russia's invasion of Ukraine, rising inflation and the prospect of a sharp slowdown in global growth. Although only 3% of global GDP, Russia has now largely been shut out of the global economy. Most Western..

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Experienced investors preparing for a wild 2022

January was a tough month for financial markets, with concerns that rising inflation would lead to rising interest rates (and potentially lower equity prices). In January, equity markets started to take notice of this risk. The ASX 200 Index fell..

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Unlocking financial secrets for different phases of life

One of the keys to financial success is to adopt the right strategy at the right time. As you move through the stages of life, here are some tried and tested ‘secrets’ that will help you build and protect your wealth.

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Four financial resolutions to kick start the new year

The dawn of a new year sees many people setting new year’s resolutions such as losing some weight or giving up smoking.

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Property investing and SMSFs – the differences

Investing in property seems to be part of every Australian’s DNA. Given the significant growth in property prices in Australia, clients are now looking at using their super to invest in property via a Self Managed Superannuation Fund.

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