Winter 2024
With Winter now officially underway, some might be heading north to warm up and others may lean into the cold on the snowfields. Whichever you
4th June 2024
Our Blog
The US presidential election – implications for investors and Australia
Introduction It’s nearly four years since the tumultuous 2020 US presidential election and now the next one is almost upon us. So far investment markets
29th May 2024
How to end the financial year on a high note
As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the stage for a successful new
28th May 2024
The next move in the RBA cash rate likely remains down later this year
Introduction It’s now two years since the RBA first started to raise interest rates resulting in the biggest tightening cycle since the late 1980s. Rates
23rd May 2024
Caught in the middle: help for the sandwich generation
If you are feeling a bit like the meat in the sandwich you are not alone. The ‘sandwich generation’ is a growing social phenomenon that
21st May 2024
16th May 2024
The 2024-25 Budget
Another surplus, but bigger medium term deficits with more big spending, including on a “Future Made in Australia” Introduction The Budget is aimed at trying
16th May 2024
The art of refinancing
Refinancing your home loan has the potential to save you thousands, reduce your monthly repayments and free up your finances to achieve your goals. However,
14th May 2024
Seasonal patterns in shares – should we “sell in May and go away”?
Introduction Coming out of the roughly 10% correction into October last year, share markets saw strong gains on hopes that lower inflation will allow central
8th May 2024
Market movements & review video – May 2024
Stay up to date with what’s happened in markets and the Australian economy over the past month. As eyes turn to the 2024-25 Federal Budget,
7th May 2024
The art of happiness – economics and the “hedonic treadmill”
Introduction On a recent road trip, I was listening to a bunch of Taylor Swift and Andy Williams’ CDs and what struck me was how
1st May 2024
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
30th April 2024