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

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

August 2025 market update — summary Global and domestic equity markets posted solid gains in August, buoyed by resilient corporate...

Quilla Investment & Economic Snapshot   July was another strong month for equity markets, supported by robust company fundamentals and...

Staying informed about the ups and downs of investment markets can help you feel more confident about the bigger picture. June 2025...

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

Key Takeaways from the April 2025 Market Update April was a month marked by political headlines, market volatility, and domestic...

February 2025 Market Update: Introduction TL;DR:  February brought significant shifts in global markets, from the RBA’s first rate cut in...

As we move through the Australian financial year 2023-24, the second quarter (October-December) brought significant developments in both...