Blogs by Tags
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Blogs by Tags
Creating Wealth
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2025-26 saw lots of noise but strong returns (again) – can it continue?
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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Shares down on the oil shock - 5 key charts for investors to keep in mind
Key points
- The War with Iran has led to a surge in oil prices & worries of stagflation, which has pushed share markets sharply lower.
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The outlook for Australian shares
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.
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Investment cycles – what are they and why you need to be aware of them
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.
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Upcoming changes to Aged Care fees
Aged care is already expensive, but from the 1st of November 2025, it’s getting even worse.
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What clients really value: The enduring power of long-term financial guidance
In our experience advising clients over many years, the true value of financial advice is rarely captured by investment returns or market commentary.
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Investing in your future: Why it matters
Most people are in love with the destination, not necessarily the journey. However, to achieve our financial dreams, we need to set priorities that we are willing to sustain in our lives, not just focus on the outcomes we desire.
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Why super and growth assets like shares really are long term investments
Key points
- While growth assets like shares go through bouts of short- term underperformance versus bonds and cash, they provide superior long-term returns. So, it makes sense that superannuation has a high exposure to them.
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Recession fears & share market falls – what it means for the RBA & investors?
Key points
- The risk of recession is high.
- The falls in shares and commodity prices reflect this.
- Lower growth and recession would mean a high risk of the inflation rate undershooting the RBA’s inflation target.
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A list of lists regarding the macro investment outlook for 2024
Key points
- 2023 turned out to be a strong year for investors with shares and bonds rallying on the back of falling inflation, the anticipation of interest rate cuts in 2024 and better than feared economic growth. There were bumps along the way, but balanced super funds returned around 9.5%.