Welcome to our June “Keeping in Touch”

2 June

We hope that you are keeping well and that as restrictions relax you remain safe and healthy. The troubling scenes from the US, the virus possibly out of control in some parts of the world – Brazil, Russia, India (despite strict lockdowns) –...[Read More]

Welcome to our May “Keeping in Touch”

5 May

A Happy Mothers day to all mums! We hope you’re keeping well and that there have been happy times for you, in the midst of the pain that we’ve seen in the news from around the world. ABC’s “Australian Story” last night told some of...[Read More]

Welcome to our March “Keeping in Touch”

3 March

Hoping that you are well and that your family isn't impacted by the current medical crisis in parts of the world. It is a medical crisis and our thoughts are with families suffering because of illness or confinement. It will have some real impact on...[Read More]

[VIDEO] 5 People around the world shared their take on living well

2 January

Money and Life (Financial Planning Association of Australia) What does living well mean to you in 2020? People around the world shared their take on living well in a 30-second video. Find out how five global citizens are planning for their best...[Read More]

Self-managed super fund (SMSF) Do-it-yourself super [VIDEO]

30 October

Video: SMSFs – You can’t do it all yourself SMSFs are often called ‘do-it-yourself funds’, but that isn’t really the case. Meet the people who you will have to work with or who can help you meet your obligations as an...[Read More]

Welcome to our September “Keeping in Touch”

3 September

Have you wondered what all the talk about QE means? There is an excellent article by Dr Shane Oliver (AMP Capital) which explains low interest rates, QE and possible Government policy. It affects savers, borrowers and our superannuation...[Read More]

Welcome to our August “Keeping in Touch”

6 August

The articles in this edition mirror some of the themes that are prominent in the media at the moment. Low interest rates seem set to continue for some years. This supports growth in businesses, which is flowing through to share markets. However,...[Read More]

Welcome to our June “Keeping in Touch”

5 June

  It's been a disturbing month or so with revelations from the Royal Commission into the banks. Hopefully the renewal process will lead to genuine and ongoing reform. We believe that genuine relationships and valuing each other are the...[Read More]

Welcome to our May “Keeping in Touch”

1 May

The Anzac Day holiday gave us a good chance to pause and express our thanks for all those who have sacrificed themselves to protect our country... both those who have served and those serving now ... and their families who have shared them with us....[Read More]

Welcome to our April “Keeping in Touch”

3 April

We hope that Easter was a refreshing time for you and your families.   Similarly to the the last couple of years, there's a lot of uncertainty in the markets at the moment. Although potential "trade wars" are cited as a cause, rising...[Read More]

Welcome to our December “Keeping in Touch”

5 December

  As the year draws to a close, 2017 has been an echo of 2016, where Warren Buffett's phrase could be applied: "the markets climb a wall of worry". In other words, despite fears of downturns in the markets, they have continued to climb....[Read More]