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We release a monthly economic update, a monthly topical article and a quarterly newsletter.

The monthly economic update, Economic Update, takes a look at the latest issues affecting local and international markets.

The monthly topical article, Keeping in Touch, looks at different areas of financial advice and provides useful information, including any updates and changes within the financial services industry.

Our quarterly client newsletter, The Key, keeps you up to date with the current hot topics in the world of financial planning and personal wealth management. Topics can include superannuation, investment, retirement, wealth protection through insurance, redundancy and estate planning.

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Market Wrap January 2020: Risk assets rose

Global shares were up 2.3% and were down -0.9% in hedged and unhedged terms, respectively. Emerging markets enjoyed strong relative performance (up 3.4%).

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Keeping In Touch January 2020 – New Year, New Job – What’s your resolutions?

New year is a great time for making lifestyle changes, however, for resolutions affecting your financial health, there’s often no better time than when starting a new job.

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Market Wrap December 2019: Risk assets rose

Global shares were up 3.2% and 4.7% in hedged and unhedged terms, respectively.

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The Key Q4 2019

Strategies for dealing with market volatility. Market volatility can be a curse or a blessing. It all depends on how ready you are to deal with it.

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Market Wrap November 2019: Risk assets rose

Global shares were up 1.8% and 0.4% in hedged and unhedged terms, respectively.

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Keeping In Touch November 2019 – How to protect your assets from expensive mistakes

Protecting yourself from frivolous creditors and lawsuits is becoming an increasingly common concern. Here we outline some of the ways you can insulate your assets.

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Keeping In Touch October 2019 – The power of regular investing

One of the world’s most admired investors, Warren Buffett, is famous for saying “Don’t save what is left after spending; spend what is left after saving.”

While this approach may not always be possible, investing even just a small amount regularly can make a big difference over the long term.

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Market Wrap October 2019: Risk assets faltered

The rally from December resumed with most equity markets up for the month. Global shares were up 2.3% and 2% in hedged and unhedged terms, respectively.

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Market Wrap September 2019: Risk assets faltered

The rally from December faltered slightly with most equity markets down for the month.

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Keeping In Touch September 2019 – Putting your goals first

A goals-based investment approach isn’t focused on ‘beating the market’. It’s about tailoring your investments to meet your personal goals.

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