Category Archives for News & Market

January 2016 Market Update

It’s been a rough start to 2016 with investment markets around the world declining in value. Shares will go through periods of downturns – this is a normal part of investing – although not a very pleasant part. Shane Oliver from AMP Capital has written a market update which explains what is happening around the […]

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Keeping In Touch – Newsletter – December 2015

The December 2015 edition of the Keeping In Touch financial planning newsletter is now available. This edition looks at the changes to the Age Pension that are coming into force in 2017. Whilst they’re still a while away it’s sensible to learn how they may affect you. Click here to learn about how changes to the […]

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Keeping In Touch – Newsletter – November 2015

The November 2015 edition of the Keeping In Touch financial planning newsletter is now available. This edition looks at how to plan for the new year ahead. Click here to learn about how to get set for the year ahead. If you’re looking for help with your financial planning we offer a free first appointment where […]

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The Key Newsletter – Spring 2015

We’ve uploaded the Spring edition of our financial planning newsletter, The Key. In this edition we look at the coming Age Pension changes, the amount of life cover young families need, what’s happening in Greece and China, and how to be present in all areas of your life. Click here to read The Key newsletter. If you have […]

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Update on Aspect Capital for our model portfolio clients

Many of our clients have investments within our model portfolio service. In this quarter’s portfolio update we make reference to the Aspect Capital fund. Here is the link to the fund report that we refer to in our update. If you’d like to find out more about our model portfolio service or financial planning in […]

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Keeping In Touch – Newsletter – October 2015

The October 2015 edition of the Keeping In Touch financial planning newsletter is now available. This edition focuses on the power of regular investing. Click here to learn more about the power of regular investing. If you’re looking for help with your financial planning we offer a free first appointment where we can meet and talk about your goals […]

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Keeping In Touch – Newsletter – September 2015

The September 2015 edition of the Keeping In Touch financial planning newsletter is now available. This edition focuses on the importance of having personal insurance at various stages of life. Click here to learn more about personal insurance. If you’re looking for help with your financial planning we offer a free first appointment where we can […]

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Keeping In Touch – Newsletter – August 2015

The August 2015 edition of the Keeping In Touch financial planning newsletter is now available. This edition focuses on how financial planning works. We explain the different steps to creating a financial plan that’s right for you. Click here to learn about how financial planning can help you. If you’re looking for help with your […]

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Magellan Annual Investor Report

Magellan Asset Management Limited have recently released their annual investor report. The report provides a good overview of how Magellan are investing their client’s money, and also gives an insight into how they view investment markets, and the positions they have taken. Click here to read the Magellan Annual Investor Report. If you have any […]

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The Key Newsletter – Winter 2015

We’ve uploaded the Winter edition of our financial planning newsletter, The Key. In this edition we look at the super gap, UK pensions, changes to Australian Age Pension rules and dieting. Click here to read The Key newsletter. If you have any questions about any of the articles in the newsletter or you need some additional […]

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