Federal Budget 2024/2025: Financial Planning Summary
Treasurer Jim Chalmers delivered the Labor Government’s 2024-2025 Federal Budget and we have summarised what we feel are the key points which impact financial planning strategies.
For our ongoing service package clients, your adviser will be in contact to provide guidance on changes which may impact your strategy.
IMPORTANT: Please remember that these measures are subject...
April 2024 Economic & Market Review – Sticky Inflation and Market Meltdown
Talking points
- Inflation Jitters Rattle Markets: Sticky inflation data in April sent shockwaves through the markets, erasing recent gains. Unexpectedly strong US payrolls and inflation figures caught investors off guard, prompting a swift reversal of bets on a US rate cut before July. Similarly, higher-than-anticipated inflation in Australia dashed hopes of a
February 2024 Economic & Market Review – Global Markets Surge, Interest Rate Shifts, and ASX Reporting Season Insights
Talking points
- Strong Global Market Performance: In February, global markets experienced a surge in performance, fueled by the standout performance of select mega tech giants. Notably, the S&P 500, Dow Jones, and Nasdaq 100 all showcased notable gains, underlining the dominance of risk assets on the international stage.
- Interest Rate Dynamics: Throughout
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Podcasts
Our weekly audio guide to making the most of your money and investing. Listen to the Wealth Collective podcast on your favourite service including Spotify, Apple Podcasts and Google Podcasts.
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Listen to all episodes
Head to the link here to listen to all episodes of The Wealth Collective Podcast here!Listen Here -
Financial red flags for a relationship – Episode 127
In this weeks episode, Pete Pennicott and Zac Masters from Pekada take a look at a few financial red flags for a relationship. They look at what these canListen Here -
Investing in a bear market – Episode 126
We’re back! On this episode Pete Pennicott & Zac Masters discuss what is happening in the world at the moment with the US entering a bear market. They alsoListen Here -
Top 10 Financial Planning Jargon Terms – Episode 125
On this episode Zac Masters & Anthony Malvaso unpack the top ten financial planning jargon terms.Listen Here