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Wealth Management
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Market movements & economic review - October
Stay up to date with what's happened in the Australian economy and markets over the past month.
We are all about keeping you informed and empowered and this month's economic and market video provides a quick overview of the shifting Australian economic landscape and what’s driving market movements.
The big news was the RBA lifting the official cash rate to 4.60%, introducing new headwinds for local markets and households.
Click here for a video update
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Spring Newsletter
A new range of tax measures and compliance changes were recently announced and are set to affect businesses, investors and trustees. Here is a roundup of the latest tax news plus an interesting article on pre-retirement and on protecting your small business
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Life moves fast. Is your insurance up to speed?
Life rarely stands still. A new home, a growing family, a career change or the transition to retirement can all have a significant impact on your insurance needs. Yet insurance is often one of those financial arrangements that gets filed away and forgotten. Over time, that can leave you underinsured, paying for cover you no longer need, or relying on arrangements that no longer reflect your circumstances.
That's why it's worth checking your insurance annually to make sure it still fits your life. Click here as we disect common considerationsAdd your text content here...
August News
As we begin to wrap up the winter season, we can embrace the last of the cooler days and make the most of the opportunities the months ahead may bring.
Our snapshot this month puts the spotlight on a sector that is transforming the way businesses operate and creating opportunities across many sectors of the economy – artificial intelligence.
We also review Insurance, Business Forecasting and Customer Service. Click
here and then contact us with any questions.
June News
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Winter newsletter
As we step into the first month of winter and approach the end of the financial year, attention is turning to the resilience of the economy and households.
In this issue
1. Get prepared for June 30
2. Tax Alert June 2026
3. Finding your flow in thirds the 3-3-3 productivity hack
Common scams to watch out for at EOFY
As the end of the financial year approaches, it’s a busy time for preparing your taxes, reviewing super, and getting your finances in order. Unfortunately, it’s also a peak period for scammers looking to take advantage of people and businesses who are focused on deadlines and end-of-year financial tasks.
To find out more, click here
Aged Pension increase offers relief as deeming rates rise gradually
The Federal Government increased the Age Pension from 20 March 2026, alongside a gradual rise in deeming rates. Advocacy group COTA Australia says the pension boost will offer relief, but warns updated deeming assumptions may not reflect the realities facing all older Australians.
Click here for more detail
The Iran War - keeping perspective admist uncertainty
There’s a particular kind of unease that creeps in when market headlines start mixing geopolitics with talk of oil prices and recessions. That feeling has been hard to avoid, as the escalating war in the Middle East spooked global markets and brought fresh uncertainty to an already fragile economic landscape.
For investors, watching so many forces moving at once and volatile numbers, there can be a strong temptation to “do something”.
Before reacting, a good understanding of what’s driving market movements is useful to assess the short and medium term. More importantly, it helps to work out how your long term strategy fits in.
If you have any questions, we are happy to help, please get in contact with us or click here for more detail
