OUR NEWS

The landscape of the Financial Planning industry is often complex and changing. To help keep you informed and gain useful insights, we feature our quarterly newsletter The Key, and our monthly editions of Keeping In Touch and Market Wrap. 

 

In this edition of The Key, we discuss:

  • Strategies for dealing with market volatility
     

  • Practical ways to take control of finances after a divorce
     

  • Nominating your Super beneficiary

 

 


If you are in your 40's and feeling like your financial fitness could do with an overhaul, then make 2020 the year to do it! In this edition, we discuss:

 - assessing your financial fitness

- checking your super

- pumping up your retirement savings

- scale up your investments

Market Highlights - February 2020

- Investment sentiment was mixed:

- Global shares were down 0.4%

- AUD fell against major currencies

- Australian shares outperformed international markets rising 5% in January

- Virus fears and geopolitical tension meant investors sought safe haven assets with bond prices rising 

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Our Ultimate Goal is Your Financial Freedom.

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