Our insights on the latest news, trends and changes related to financial advice.

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...

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April 2024 Economic & Market Review – Sticky Inflation and Market Meltdown

Talking points

  1. 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
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February 2024 Economic & Market Review – Global Markets Surge, Interest Rate Shifts, and ASX Reporting Season Insights

Talking points

  1. 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.
  2. Interest Rate Dynamics: Throughout
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