Blog

Find out about helpful strategies, market reports, insights and tips to assist in shaping your financial future.

Our team share helpful ideas and tips with an aim to simplify as much financial jargon as possible, share ideas and tips to assist in building the success of your financial future.

2023 the year in review and a look at 2024

2023 the year in review

(Reading time: 7 - 13 minutes)

Key points

    • 2023 was a year of extreme volatility and uncertainty. Central banks around the world confirmed a commitment to higher interest rates due to inflation concerns.
Focusing on the right thing with investing

Focusing on the right thing

(Reading time: 2 - 4 minutes)

It certainly can't have escaped your notice that the shares in the top companies of Australia and the world got hit mighty hard last year. The extreme volatility has dominated the news headlines, adding fuel to the post Covid uncertainty.

Recession & volatile world markets

Volatile world markets

(Reading time: 2 - 4 minutes)

Feeling a bit seasick from the volatility of the world’s financial markets?

Support Michal Bodi in the 2023 MS Gong Ride

Ride Michal Ride!!

(Reading time: 2 - 3 minutes)

2023 MS Gong Ride - Sunday 5th November

Michal Bodi - Senior Financial Planner of Sydney Financial Planning has entered the 2023 MS Gong Ride and will be riding his bike from Sydney to Wollongong, a phenomenal 54 km, to support people living with Multiple Sclerosis (MS).

Five charts on investing to keep in mind in rough times like these

Five charts on investing to keep in mind in rough times like these

(Reading time: 5 - 9 minutes)

Key points

  • Successful investing can be really difficult in times like the present with immense uncertainty around the impact of coronavirus on the outlook.
Market Insights - 2022 review & 2023 outlook

Market Insights - 2022 review & 2023 outlook

(Reading time: 7 - 13 minutes)

Key points

  • 2022 was dominated by high inflation, rising interest rates, war in Ukraine & recession fears. This hit bonds & shares hard, driving reductions in the prices for growth accounts, offering rare buying opportunities for dollar cost averaging strategies. Income returns from diversified growth portfolios remain solid and above average.
Rising importance of aged care planning

Rising importance of aged care planning

(Reading time: 2 - 4 minutes)

You may have parents who live on their own but because of failing health they need support to help care for themselves or it may be that they cannot look after themselves anymore and need to move to a home that can.

Volatility = premium returns

Shares sliding again – what’s driving it and is there any light at the end of the tunnel?

(Reading time: 5 - 10 minutes)

Key points

  • Share markets remain under pressure from high inflation, rising rates & bond yields and the rising risk of recession and the threat that poses to company profits.