(Reading time: 6 - 11 minutes)
Key points
- While we saw a long list of worries over the last year, 2025-26 saw another financial year of strong returns.
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Find out about helpful strategies, market reports, insights and tips to assist in shaping your financial future.
Blogs & Insights
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.
(Reading time: 6 - 12 minutes)
Key points
- The War with Iran has led to a surge in oil prices & worries of stagflation, which has pushed share markets sharply lower.
(Reading time: 6 - 11 minutes)
Key points
- Overthe long-term Australian shares have been a relatively strong performer, but it does go through relatively long periods of out and underperformance versus global shares.
(Reading time: 6 - 11 minutes)
Key points
- Cyclical fluctuations are a key aspect of investment markets. Most are driven by economic developments but get magnified by swings in investor sentiment.
(Reading time: 2 - 3 minutes)
Aged care is already expensive, but from the 1st of November 2025, it’s getting even worse.
(Reading time: 2 - 4 minutes)
What an empowering statement. When planned carefully and strategically, retirement can and should be a liberating time of life.
(Reading time: 6 - 12 minutes)
Key points
- Australia has had a housing undersupply problem since the mid 2000’s, helping to continually push up home prices and being one of the main drivers of the “affordability” problem.
(Reading time: 2 - 4 minutes)
In our experience advising clients over many years, the true value of financial advice is rarely captured by investment returns or market commentary.