Our Latest Financial Planning Insights

As we begin 2026, our 2025 Year in Review provides an opportunity to reflect on a year that delivered solid outcomes for investors, despite periods of volatility, policy uncertainty and geopolitical tension. This report looks back at the major market and economic developments that shaped investment conditions throughout 2025, offering a perspective on how markets responded as the year unfolded. 2025 Year in Review: key themes from the year Over 2025, global equity markets rec

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,...