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

As 2025 drew to a close, investment markets delivered solid returns despite ongoing economic and geopolitical uncertainty. In our latest Investment Insights , we look at the key themes shaping markets heading into 2026, including global growth, inflation, interest rates, and the continued impact of artificial intelligence across the economy. This quarterly update is designed to provide perspective on current market conditions and highlight the broader forces influencing inves

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

Here's your March 2025 Market Update, summarised by our investment partners at Quilla. Summary  March was marked by heightened...

In Summary: Implications for Investors and the Economy  The Federal Budget is a pre-election budget designed to address key voter...

As we step into 2025, the financial landscape is buzzing with activity, offering both challenges and opportunities for investors. The...

In the October 2024 Market Update, we saw notable shifts in both equity and bond markets. This month’s update explores the significant...

The September Market Update reveals a dynamic month across global financial markets, driven by significant policy changes and economic...

In this August market update, we examine the key trends shaping global and Australian markets. While volatility dominated much of the...

Inflation is a critical factor that can significantly affect your retirement savings and financial well-being in Australia. As the prices...

Welcome to our July 2024 Market Update. This month, we’ve witnessed significant shifts in the financial markets, including record highs...

After April's decline, May has significantly rebounded in various asset classes. This update explores the key performance metrics and...

April has been a month of notable fluctuations across various asset classes. This update will explore the key performance metrics and...

Q3 2024 Financial Review: A Comprehensive Analysis of Market Trends and Economic Indicators In the third quarter of 2024, the global and...

As we head into April, it's time to reflect on the financial landscape's recent developments. There's much to discuss, from equity...

Following a dynamic start to the year, February 2024 has built upon January's momentum with significant developments across various asset...

As we enter the new year, our focus shifts to understanding the evolving dynamics of the Australian markets. In our January 2024 market...

In an era where the pulse of the global economy beats with the decisions of central banks, the latest announcement by the Federal Reserve...

How the different asset classes have fared: (As of Novembert 2023) International Equities: Diving Into November's Market Performance...

As financial planners, our goal is to keep you informed and prepared for the ever-changing tides of the financial markets. In our latest...