Archive for category: Strategic Financial Advice

News

What are asset portfolios?

Building your wealth for the long term starts with a sound investment strategy; but with so many options outside your superannuation fund, from bonds to managed funds, where should you begin?

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 What are asset portfolios?

Can super secure a woman’s future?

Many women retire with less super than men, resulting in lower living standards and higher risk of running out of savings. They can close this gap by checking their balance, investing wisely, and making extra contributions. By taking charge of their finances, women can secure a more prosperous retirement.

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 Can super secure a woman’s future?

Why investing for retirement is different

When you’re still employed and earning a salary, there’s money coming in you can rely on. In retirement, in the absence of a regular salary you’ll need to find a new way to secure enough income to cover your living costs.

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 Why investing for retirement is different

Economic update February 2023

Unlike in other regions, inflation still appears to be accelerating in Australia. Headline inflation rose at an annual rate of 7.8% in the December quarter, while the ‘trimmed mean’, the favoured measure among Reserve Bank of Australia officials, quickened to 6.9% year on year. This was the highest level since the series was introduced in 2003.

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 Economic update February 2023

3 things to consider if your Super balance falls

From time to time, market movements may cause your super balance to fall. While this can be alarming, you’ll find that it usually recovers in due course.

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 3 things to consider if your Super balance falls

Impacts from Falling Home Prices: The Wealth Effect

The impacts of interest rate hikes on consumers are well known; higher interest means that mortgage debt servicing costs will go up which is negative for consumer spending.

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Impacts from Falling Home Prices: The Wealth Effect

Why staying invested matters when markets fall

It’s natural to feel nervous when markets fall. News about inflation and rising interest rates may prompt you to make an emotional investment decision.

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 Why staying invested matters when markets fall

Economic and market overview

Pleasingly, global share markets fared well in October and recovered most of their lost ground from September. Locally, the S&P/ASX 200 Index re- turned 6.0%.

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 Economic and market overview