by Ben Maw | Mar 6, 2025 | General, Investment, Market Update, Planning
I’ve recently received several calls from clients concerned about market volatility and the impact of the current political environment on their portfolios and retirement savings. With Trump returning to office in the US, a wave of policy announcements has sparked...
by Ben Maw | Sep 2, 2024 | General, Investment, Market Update, Planning
History shows us that sticking with your long-term investment plan can be the key to success. But the emotional swirl of short-term market movements can often make us feel less confident as investors. To help you stay focused on your goals, I’d like to share the 2024...
by Ben Maw | Jul 5, 2024 | General
Everyone’s curious about how their investments did last year. Here’s what you need to know: Everyone will be anticipating what their superannuation fund will return for the 2023/24 financial year, with an expectation that an average balanced fund will return...
by Ben Maw | Jul 5, 2024 | General
Wondering about interest rates? Both savers and those with a mortgage are curious about where rates might go. The current RBA cash rate is 4.35%. Inflation is likely to play a big role in determining which way interest rates move. Right now, domestic inflation is...
by Ben Maw | Jul 5, 2024 | General
Great news! From 1 July 2024, everyone gets a tax cut. Here’s a quick look at the new tax rates compared to last year (these rates exclude the 2% Medicare levy): Want to see how much extra you’ll be taking home this year? Check out the Tax Cuts Calculator...
