Australia’s vast expanses varied climates and topography make us prone to natural disasters. Recently we’ve experienced the devastating impacts of bushfires, flooding, as well as significant storm events and cyclones, and even a few earthquakes. As you can imagine, the aftermath of a natural disaster typically involves a lot of clean-up and rebuilding for those … Read more
As clients of a financial planner, according to the inaugural How Australia Retires1 report by Vanguard, you’re already well on your way to achieving a high confidence retirement. Overarchingly, the study found that Australians tend to take one of two journeys towards retirement: low confidence or high confidence. Those who are highly confident have actively … Read more
Market performance The volatility that characterised the first few months of the year in equity and bond markets subsided in April. Expectations of a peak in central bank rate rises and better than expected earnings results helped push equity markets higher, despite the risks of recession. Global markets rose again in April taking the fiscal … Read more
A survey by the University of Melbourne How Australians feel about their finances and financial services providers1 asked respondents about their biggest financial regrets. Top of the list was ‘not saving enough’, followed by ‘not investing enough’, ‘not planning enough’, ‘not learning about money’, and ‘spending beyond my means’. When teaching your children to manage … Read more
With the end of the financial year drawing near there may be some valuable opportunities that may be worth discussing. Depending on your personal circumstances, there may be some beneficial planning strategies you can implement before 30 June. Important: Certain eligibility requirements may apply to strategies listed below. To avoid penalties, we strongly recommend seeking … Read more
