Blogs & Insights

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.
  Read more …

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.

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.
  Read more …

It may be an admirable trait in personal relationships, but in the world of lending, loyalty can come at a cost.

Let's talk about the Australian housing slowdown and what house prices in Australia are likely to do over the next two years.

Higher medium return potential (assuming inflation is tamed)...

Key points

• The fall in bond and share values and rise in their investment yields on the back of higher inflation has seen our medium term (5 to 10 year) return projections for a diversified mix of assets rise to around 6.8% pa.

What is the essence of successful long-term equity investing? It’s embedded in the right focus – on things we can control and things that matter. It means basing our investment policy on our financial plan as distinctly opposed to a view of the economy, the markets and the daily noise surrounding them.

If you have not fully used your concessional cap in a prior financial year, you may be eligible to use these unused carried forward amounts in a later year.