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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 July 2019: Markets rallied on rate cuts

The rally from December lows resumed in June with most equity markets up for the month. Global shares were up 5.9% and 5.3% in hedged and unhedged terms, respectively.

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Keeping In Touch July 2019 – Starting Again Financially

For many women, starting again after being left widowed or divorced can be difficult and overwhelming. Consider how good financial advice can make a real difference.

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Market Wrap June 2019: Markets faltered

The rally from December lows faltered in May with most equity markets down for the month.

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The Key Q2 2019

If you are new to reading The Key newsletter, welcome. If you are an avid reader of this publication you would be familiar with this forum, delivering relevant and interesting content from the financial planning industry, to help you better manage your financial life.

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Market Wrap May 2019: Markets continue to recover

The rally from December lows has flowed into April with most markets positive. Global shares were up 4.6% and 3.9% in a hedged and unhedged terms, respectively.

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Market Wrap April 2019: Markets march on

The market rally that began in January continued more modestly in February and into March, with most markets positive.

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Market Wrap March 2019: A mixed bag

After January’s bounce, February was a little quieter but still ended in positive territory, with global shares up by 3.4% and 5.6% in hedged and unhedged terms respectively.

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The Key Q1 2019

Beat the challenge of having irregular income by planning your finances.

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Keeping In Touch March 2019 – Prune, adapt and budget: Managing the rising cost of living

If you’re organised with your finances, the high cost of living doesn’t have to mean diminished savings.

The increasing cost of goods and services – from food and housing to transport and utilities – is a reality most Australians have to face every day.

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Market Wrap February 2019: Shares rebound

January was a more positive month for investors after December’s volatility, with shares recovering most of their late 2018 losses. Global shares rose by 7.1% and 4.1% in hedged and unhedged terms respectively.

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