Our Latest Financial Planning Insights

As we begin 2026, our 2025 Year in Review provides an opportunity to reflect on a year that delivered solid outcomes for investors, despite periods of volatility, policy uncertainty and geopolitical tension. This report looks back at the major market and economic developments that shaped investment conditions throughout 2025, offering a perspective on how markets responded as the year unfolded. 2025 Year in Review: key themes from the year Over 2025, global equity markets rec

As 2025 drew to a close, investment markets delivered solid returns despite ongoing economic and geopolitical uncertainty. In our latest Investment Insights , we look at the key themes shaping markets heading into 2026, including global growth, inflation, interest rates, and the continued impact of artificial intelligence across the economy. This quarterly update is designed to provide perspective on current market conditions and highlight the broader forces influencing inves

Our Monthly Market Update for November 2025 provides an overview of recent market performance and key economic developments across Australia and global markets. This update summarises how markets responded to shifting interest rate expectations, inflation data and investor sentiment during the month, drawing on insights from our investment partner, Quilla. Summary Market performance was mixed in November, with heightened volatility creating a clear divide between defensive an

Understanding markets as we head into the new year Our Investment Insights – December 2025 report is now available, providing a forward-looking perspective on markets, economic conditions and key themes shaping the investment landscape. This report is designed for clients interested in understanding the broader drivers influencing markets as we move into the year ahead. Investment Insights December 2025 What’s covered in this report In this edition, the Investment Insights re

Prepare for Life Summer 2025–26 Helping you stay informed as the year winds down As we head into the warmer months and the end of another busy year, our latest Prepare for Life – Summer 2025–26 newsletter is now available. This quarterly update covers a range of timely topics, along with a thoughtful seasonal piece as we move into summer and the festive period. What’s inside this edition In this issue of Prepare for Life , we explore: Aged care reforms from 1 November – An ov

Global markets remained steady through the September quarter, with optimism supported by policy easing and strong corporate earnings — even as trade tensions and inflation persisted. Quilla’s latest Investor Insights  explores how these forces are shaping the outlook for 2026, balancing near-term caution with longer-term opportunity. What’s Inside The September 2025 Investors' Insights Report Slower global growth ahead  – global economic activity is expected to cool before re