Our Latest Financial Planning Insights

Prepare for Life Spring 2026: Taking Stock for the Season Ahead The Prepare for Life Spring 2026 edition encourages readers to take stock of the areas of life that matter most, including finances, insurance, personal priorities and future goals. Spring often provides an opportunity to review habits, reassess priorities and make small changes that can have a meaningful impact over time. This edition explores practical ways to improve financial wellbeing, review insurance arran

The Investment & Economic Snapshot August 2026 reviews the key market and economic developments that shaped investment markets throughout August. Global equity markets generally moved higher during the month, supported by resilient corporate earnings and ongoing enthusiasm surrounding artificial intelligence (AI). Australian shares also advanced, while inflation, interest rate expectations and geopolitical developments remained key influences on investor sentiment. Investment

August 2026 Market Update: Key Market Themes The August 2026 Market Update highlights another positive month for investment markets. During August: Australian shares gained 1.9%, recording a fifth consecutive monthly gain. Healthcare and mining companies were among the strongest-performing sectors. Global technology shares recovered as demand for artificial intelligence-related services continued to support earnings. Inflation and interest rate expectations remained key theme

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