The unexpected events of the past few years have made financial protection a front of mind matter for most Australians. Now more than ever we appreciate that life does not always go the way we plan. Having a plan in place if things do take an unexpected turn can mean that our health, lifestyle and family are better protected.
We release a monthly economic update, a monthly topical article, and a quarterly newsletter.
The monthly economic update takes a look at the latest issues affecting local and international markets.
The monthly topical article looks at different areas of financial advice and provides useful information, including any updates and changes within the financial services industry.
Our quarterly client newsletter keeps you up to date with the current hot topics in the world of financial planning and personal wealth management. Topics can include superannuation, investment, retirement, wealth protection through insurance, redundancy, and estate planning.
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Market Wrap March 2022: Inflation hits another 40 year high
Global shares fell 2.8% and 5.5% in unhedged and hedged terms, respectively, which was a similar result to what we saw in January. Global emerging markets fell 5.8% over the month.
Editorial March 2022 – Be in control of your retirement
Are you approaching retirement? Then chances are the funding of your lifestyle in retirement may be on your mind. Take steps now to avoid getting caught short on retirement income and live the retirement lifestyle you want.
Market Wrap February 2022: Market slump in January
Global shares fell 2.2% and 5.1% in unhedged and hedged terms, respectively. Global emerging markets rose 1.2% over the month.
Editorial February 2022 – Why aged care matters
The last couple of years have been tough on a lot of people with the COVID pandemic throwing the world into chaos and taking a toll on our physical, mental, financial and emotional wellbeing.
Editorial January 2022 – A new year is a chance for a fresh start
New year is a great time for making lifestyle changes, however, for goals and changes affecting your financial health, there’s often no better time than when starting a new job.
Market Wrap December 2021: Sentiment Sours
Global shares fell 1.6% and rose 3.7% in hedged and unhedged terms, respectively. Global markets fell (in local currency terms) driven by concerns over a new coronavirus variant, Omicron, emerging from southern Africa.
inTouch Q4 2021
In our final edition of inTouch magazine for 2021 we share a few articles worth thinking about as we close out on a challenging year and look forward, optimistically, to 2022.
Market Wrap November 2021: Mixed investor sentiment abounds
Global shares rose 5.4% and 1.7% in hedged and unhedged terms, respectively. The market was led higher by US stocks with the Nasdaq (a tech-heavy index) up 7.3% while the benchmark S&P 500 index was up 6.9% (both in USD terms) as investors were positive on the September quarter earnings results with tech giant Microsoft up 17.9% as one example.
Editorial November 2021 – Teaching your kids healthy money habits
With a few simple changes, you could set a good example for your children.