News, views and more

More than a blog, this page is where we release our latest market insights, case studies and other timely content. Check back often.

2024 - Portfolio diversification is key

The ‘Santa Claus Rally’ arrived for global share markets as the long-awaited pivot in monetary policy from the US Federal Reserve arrived at its December meeting. Although the Fed kept the federal funds rate target on hold, it flagged the current..

Read more

Market Report by Dr Jerome Lander, Dynamic Asset

The most recent update from Dr Jerome Lander is a compelling watch. Investment markets have started the year strong. However, Dr Lander points out, we still face several domestic and overseas challenges. Are markets not factoring in the high risk of..

Read more

Financial Independence: Is FIRE for you?

FIRE… Financial Independence, Retire Early. Sounds nice, doesn’t it?

Read more

Important Super Changes for the new Financial Year

We are fast approaching the end of Financial Year and as always, there are a number of significant changes occurring to superannuation legislation effective 1 July 2021.

Read more

A Financial Plan can improve your health and wellbeing

We often focus on the money-related benefits of financial planning. Putting together a road map for your finances can improve your money management skills and help you reach your goals like paying off debt or saving for retirement. It makes sense to..

Read more

How to avoid running out of money - Retirement planning strategies

Retirement has changed. We are not only living longer; we are also healthier and more active than ever before. This has all kinds of implications for our retirement and the amount of money we need to sustain our lifestyles. The statistics paint a..

Read more

How to be SMARTER with your 2021 goal setting

I wish everyone a Happy New Year. No matter what 2020 served you, the idea of a new year is still an exciting time, as people return from a well-deserved break and resolve to make some changes for the better. But, how do you make a New Year’s..

Read more

Make a financial plan your New Year's resolution

New Year’s resolutions don’t have to be reserved for diets and exercise. Sometimes the area of your life that really needs some attention is your finances. 

Read more

Beware the Share Market Hype

Share markets around the world rallied in November on the back of a Biden US election victory plus vaccine optimism. In the US alone, $90bn flowed into equity funds in just three weeks!

I am reading articles stating that 2021 will be a great year in..

Read more

Why financial wellbeing is a pillar of good health

Much like exercise and eating well, your financial wellbeing is key to living a happy and healthy life. So what is financial wellbeing, and how can you improve yours?

Read more
1 2