Staying on top of finances can help couples achieve their shared goals. Whether they’re saving for a house or a holiday or seeking to grow or preserve their family wealth, setting up and sticking to a budget can help couples attain their common goals. By handling money well, they can avoid disagreements that could put a strain on their relationship.
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 August 2018: A more upbeat month for shares
Share market performance was boosted in July as trade tensions eased. Global shares returned 3.2% and 2.5% in hedged and unhedged terms respectively.
Keeping In Touch August 2018: How to keep your business debt under control
Managing debt can help you keep your business out of financial trouble. Sometimes you can’t avoid debt in a business. You may have to take out a loan, for example, to increase production or expand your business offerings. But piling up a lot of debt may leave your business in financial difficulty or, worse, bankrupt. So it’s vital to manage your debt before it gets out of hand. Here are some practical suggestions to consider.
Market Wrap July 2018: Trade concerns flatten returns
Share markets delivered solid returns in June. However, the gap between robust returns across most developed markets and weak returns in emerging markets continued. Australian equities continue to perform strongly.
Saving for retirement when you have dependants
Keeping In Touch July 2018: Saving for retirement when you have dependants
The Key Q2 2018
A faster pace – what do new ‘disruptive’ industries mean for investors?
Keeping In Touch June 2018: Saving for a first home is now easier
First-home buyers can now use their super to save for a house deposit, thanks to the First Home Super Saver scheme.
Keeping In Touch May 2018: Be retirement ready – plan early
You need to be savvy to build a sufficient nest egg for retirement. Planning is key, and so is getting professional advice.
Market Wrap April 2018: A bumpier ride
Trump’s trade tariffs with possible repercussions in the form of a trade war and a shake-up in technology stocks, led by Facebook on the back of its privacy violation, meant March was a bumpy ride for Wall Street. The U.S. stock market finished the first quarter of 2018 with losses for the first time in 10 quarters.
More Articles ...
- Keeping In Touch April 2018: Staying on top of finances for a small business
- Market Wrap March 2018: Market corrects
- Keeping In Touch March 2018: Get help choosing personal insurance
- Market Wrap February 2018: Off to a good start