Our Latest Financial Planning Insights

The March Quarter Investment Insights provide a broader overview of market performance and the key economic and geopolitical factors that influenced global markets over the first quarter of 2026. While the quarter began with positive momentum, escalating tensions in the Middle East later in the period contributed to increased volatility, highlighting the importance of maintaining a diversified, long-term investment approach. How Different Asset Classes Have Fared (As of 31 Ma

The March Market Update provides an overview of recent market movements and the key factors influencing global investment markets. Geopolitical developments, rising oil prices and shifting interest rate expectations have contributed to increased volatility, reinforcing the importance of staying informed and maintaining a long-term perspective. How Different Asset Classes Have Fared March Market Update Key Themes: Australian and international equities retreated: The geopolitic

This market update for February 2026 reflects a period in which markets have continued to navigate a mix of strong corporate earnings, evolving interest rate expectations, and ongoing geopolitical developments. While recent headlines have focused on tensions in the Middle East and shifts within the technology sector, market performance has remained broadly resilient. Australian equities delivered solid returns over February, supported by strong results from banks and resource