Our Latest Financial Planning Insights

The September 2026 Market Update reviews a mixed month for investment markets, as higher interest rates and bond yields weighed on several asset classes while some international markets continued to provide positive returns for Australian investors. Australian shares fell 2.51% during September, while unhedged international shares returned 1.81% and emerging markets returned 2.51%. The Australian dollar also weakened against the US dollar during the month, benefiting unhedged

Global markets staged a strong recovery during April, rebounding from the volatility experienced in March. Investors looked beyond ongoing tensions in the Middle East and focused on resilient corporate earnings, renewed interest in technology and artificial intelligence, and signs that global economic growth remains relatively robust. While rising oil prices and inflation concerns continued to influence markets, both Australian and international shares delivered positive retu

Quilla Investment & Economic Snapshot May 2025 market update — Summary The Trump administration signalled a shift toward diplomacy,...

Estate planning is more than dividing up your assets—it protects your family, honours your wishes, and ensures peace of mind. Yet, many...