Newsletter

January 2024

Happy 2024! We hope that this year is all you want it to be – and we hope we can continue to add value to your financial planning over the coming 12 months. This month, we do a simple recap of what happened in the major markets in 2023, with some thinking from the RBA about what to expect in 2024. Enjoy!

December 2023

Welcome to our last newsletter for 2023. The year has been marked by a rebounding residential property market, a sideways movement for share prices, and a continued steep rise for interest rates. We look back on the impact of those changes. Have a safe Festive season and we look forward to talking to you in 2024.

November 2023

Welcome to the November 2023 newsletter. The share market continued its retreat, the property market continued its advance. And we get the news about interest rates next week. Read on and enjoy!

October 2023

Welcome to the October 2023 newsletter. We look at September’s significant downturn in share prices which happened alongside further strengthening in the residential property market, while interest rates remained unchanged.

September 2023

Welcome to the September 2023 newsletter. Maybe, just maybe, things are starting to even out. Interest rates have stayed the same. The share market tracked sideways. And residential property’s recent growth slowed. Things could be about to get boring.

August 2023

Welcome to the August 2023 newsletter. We take a close look at rental returns, see what impact lower global inflation is having on world share markets, and enjoy the fact that the RBA decide to not increase interest rates again this month.

July 2023

Welcome to the newsletter for July 2023. We recap the financial year in terms of the share market and residential property. And we also discuss one of the potential reasons for the RBA not to have increased interest rates this month.

June 2023

Welcome to the newsletter for June 2023. Neither the US nor the Australian share markets were spooked by talk of the US reaching it’s debt ceiling. And house prices continue to slowly rise. But whether this is sustainable is very much up for question. Read on to find out more.

May 2023

Welcome to the newsletter for May 2023. This month, we spend a little time talking about the sharemarket, a bit more time talking about interest rates and take a good look at what is happening with house prices. Prices may have reached the bottom of their cycle, as supply shortages start to exert their influence. Read on to find out more.

April 2023

For the first time in a year, interest rates stayed put. House prices didn’t though. They started rising again. And the share market? Well, it fell. But not by much. And it was rising by the end of the month. Read on to find out more.

Financial Services Guide

Part Two: Adviser Profile