Our Latest Financial Planning Insights

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

Global markets delivered a mixed performance in September, with strong gains offshore offset by modest weakness in Australian equities. The month also saw gold prices surge to record levels, the Fed move to cut rates, and the RBA hold firm as inflation data surprised to the upside. September 2025 Market Update Summary Equity market returns were mixed in September, with global equity markets delivering reasonably strong gains, while Australian equities experienced a modest dec

The September 2025 Investment Insights examines the broader themes influencing markets and economies as we enter the final quarter of the year. From slowing global growth forecasts to corporate earnings resilience, the report highlights both opportunities and risks investors are watching closely. September 2025 investment insights — key highlights What’s inside this edition Slower global growth expected  – consensus forecasts point to softer GDP trends over the next 12 months