WealthManagement Tag

28 May

Posted at 16:18h in Australian Market, Economy, Finance, Financial Planning, Global Markets, Investments, Wealth Creation by
0 Likes

Post-Budget Investing: What the New Rules Could Mean for Shares and Property For many Australians, the Federal Budget raised a practical question: does this change how I should invest? The answer is not as simple as “shares are better” or “property is worse”. The proposed changes may...

30 Mar

Posted at 09:09h in Australian Market, Economy, Finance, Financial Planning, Global Markets, Investments, Wealth Creation by
0 Likes

When War Hits Markets: What History Tells Us — and What You Should Do Now If you've opened your super statement recently, or glanced at market news over the past few weeks, you've probably felt a familiar unease. Petrol prices are climbing. The news cycle is...

30 Mar

Posted at 09:06h in Australian Market, Economy, Global Markets, Investments, Wealth Creation by
0 Likes

[vc_video link='https://www.youtube.com/watch?v=SFgfV8eHkfk'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Global equities inched further ahead in February with weakness in US equities (reflecting AI concerns) offset by solid gains in non-US markets. However, reflecting Australian dollar strength, global equities posted a small decline in...

30 Jan

Posted at 13:05h in Australian Market, Economy, Finance, Financial Planning, Global Markets, Investments, Wealth Creation by
0 Likes

2026 Market Outlook: Expect a Bumpier Ride — But Not Necessarily a Bad One After three strong years for diversified investors, 2026 is shaping up as a “normal” year again: positive returns are still plausible, but they’re likely to come with larger drawdowns, louder headlines, and...

18 Dec

Posted at 12:00h in Australian Market, Economy, Finance, Financial Planning, Global Markets, Investments, Wealth Creation by
0 Likes

Outlook for 2026 and Beyond: What We’ve Learned and What Matters Next As we reflect on 2026, one thing is clear: this has not been a “normal” market cycle. Instead, it has been shaped by a small number of powerful forces that have dominated returns, challenged...

28 Nov

Posted at 14:08h in Australian Market, Economy, Global Markets, Investments, Wealth Creation by
0 Likes

[vc_video link='https://www.youtube.com/watch?v=oDwq30X6BKw'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Global equities continued to move higher in October, supported by  resilient global economic growth, corporate earnings, subdued bond yields and optimism around artificial intelligence. Australian equities inched higher and underperformed global equities, despite a...

28 Nov

Posted at 12:57h in Financial Planning, Investments, Superannuation, Tax, Wealth Creation by
0 Likes

How a Transition to Retirement (TTR) Pension Works As Australians work longer, it’s common to want more flexibility—perhaps moving to part-time work, reducing stress, or easing toward retirement. The challenge? A drop in work hours often means a drop in income. A Transition to Retirement (TTR) pension...

28 Nov

Posted at 12:44h in Australian Market, Economy, Finance, Financial Planning, Global Markets, Investments, Wealth Creation by
0 Likes

What Are Geared Investment Funds?* *And Why Borrowing for Shares Isn’t “Riskier” Than Borrowing for Property Many Australians are comfortable borrowing hundreds of thousands of dollars to buy an investment property. Yet the idea of borrowing to invest in shares often feels “too risky”. Some even believe...

24 Sep

Posted at 12:38h in Australian Market, Economy, Global Markets, Investments, Wealth Creation by
0 Likes

Gold as an Investment: Why It Still Matters in a Diversified Portfolio (with Recent Performance) Gold is not just theoretical insurance — recent data shows how it has behaved relative to equities and bonds over the past decade. Below is a comparison, followed by an updated...