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