Blogs by Tags
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Blogs by Tags
Investing
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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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Living retirement well: Living life on your own terms
What an empowering statement. When planned carefully and strategically, retirement can and should be a liberating time of life.
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What is happening with the supply of new homes in Australia?
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.
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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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Share market falls - seven key things for investors to bear in mind
Key points
- Share markets have fallen sharply in recent weeks asuncertainty around US President Trump’s policies have led to renewed concerns about the risk of recession at a time when share market valuations were stretched.