Market Update – November 2024

Key Themes: Equities rose: Both Australian and international equities rose in November. US equities grew on expectations for policies under a Trump presidency that will benefit US companies, mainly US banks and US energy stocks. In Australia, technology stocks grew

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Summer 2024 – Prepare for Life Newsletter

IN THIS ISSUE – Financial wellbeing is a gift worth giving yourself; Helping the kids without derailing your retirement plans; Unlocking success: Lessons from the world’s best investors. The festive season is a time of joy and celebration but, for

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Market Update – October 2024

Key Themes: Equities retreated: Both Australian and international equities fell in October while the market faced the looming U.S. election and rising bond yields which pushed investors towards safer waters. In Australia it was bank stocks in the Financials sector

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Market Update – September 2024

Key Themes: Equities continued to grow: International equities rose due to excitement from investors surrounding the first interest rate cut of this cycle by the Federal Reserve. Australian equities also rose off the back of some of this excitement, but

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Spring 2024 – Prepare for Life Newsletter

Freshen up your Personal & Professional Life – As the seasons change and the air fills with the promise of renewal, it’s the perfect time to have a clean out – not just for your physical space, but for your

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Market Update – August 2024

Key Themes: Equities made a significant recovery: Both international and Australian equity markets continued to grow despite a significant downturn at the start of the month. Fixed Income continues to rise: Both international and Australian bond prices continued to rise,

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Market Update – July 2024

Key Themes: • Technology share rotation: Both international and Australian equity markets posted positive performance, as investors rotated out of tech stocks and into value and small caps. • Fixed Income continues to rise: Both international and Australian bond prices

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Market Update – June 2024

Key Themes: (i) Equity markets rose in June: Both international and Australian equity markets posted positive performance, with international markets continuing to be propelled by Tech and NVIDIA. (ii) Fixed Income continues to rise: Both international and Australian bond prices

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Winter 2024 – Prepare for Life Newsletter

LIVING YOUR BEST LIFE IN RETIREMENT  – If you’re nearing retirement age, it’s likely you’re wondering if you will have enough saved to give up work and take it easy, particularly as cost-of-living increases hit some of the basic expenses

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