Monthly Commentary: May 2025
Major asset class performance Global equities fell modestly in April. An initial sharp sell-off due to President Trump’s ‘Liberation Day’ tariff announcements was largely offset by a sharp recovery on…
Our focus.
Having worked in large organisations for many years we wanted to focus on a collaborative wealth management advisory business. We wanted to help individuals and families focus on defining their visions of success, understanding their passion and committing to achieving their goals.
We provide the framework, in-depth analysis and delivery of tailored outcomes. Our focus has always been our clients and we constantly innovate the way we do business in order to demonstrate our passion for excellence.
Becoming a Certified Adviser with the Responsible Investments Association of Australiasia (RIAA) was in response to the growing demand from clients that wanted their money to reflect their own personal values in terms of investing for the future.
Michael Sik
Director
Life is full of tough choices but the quality of these decisions will dictate the course you take. We’re here to help so that you can bring to life what’s really important to you.
We live in a world where your life meets your finances so that you can have the confidence to live your best life.
Discover your wealth at your fingertips.
Your FinPeak Wealth Portal is not only the place where you can view your entire financial life. It gives you access to everything about you from cashflow to budgeting, property, tax, super, investments and estate planning. Even if it’s across different institutions.
Your whole entire financial world at your fingertips.
“They have been a great help in providing the right advice and showing me how my savings can work for me. I rarely have time look into all the different investment options and they have been available and always give me their top priority. If I need to explore any new options, they consistently introduce me to the right specialists. I feel safe with someone taking care of my investments in the background.”
Kelvin C.
“They took the time to get to know me, in order to understand my specific needs. Their genuine and honest approach reassures me I am in good hands. Together we set clear goals and I was given the strategies with which to achieve them.”
Emma-Leigh S
Major asset class performance Global equities fell modestly in April. An initial sharp sell-off due to President Trump’s ‘Liberation Day’ tariff announcements was largely offset by a sharp recovery on…
Key points The return of Labor with an increased majority basically means more of the same in terms of key economic policies. The key challenges for the Government are to boost productivity and hence …
Imagine an extra $500 landing in your super fund, courtesy of the government, simply for being proactive about your financial future. If you’re a low to middle-income earner making after-tax con…