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.

A list of lists regarding the macro investment outlook for 2024

A list of lists regarding the macro investment outlook for 2024

(Reading time: 7 - 13 minutes)

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%.
The income or growth conundrum

The income or growth conundrum

(Reading time: 2 - 4 minutes)

Both income and capital growth are important aspects of investing, but they can serve different purposes when part of a well thought out strategy, which is prioritised based on your needs, objectives, and circumstances.

Transitioning into retirement? Start to get your buckets in place early.

Transitioning into retirement? Start to get your buckets in place early.

(Reading time: 2 - 4 minutes)

Don’t put all your eggs in the one basket. Us planners use the word diversification to explain this concept.

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.