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A Steady Path to Strong Investing
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...
Investment Returns for 2023-24
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 somewhere...
Inflation and Interest Rates
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...
Tax Changes
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 provided by...
Diversification: Your Key to Financial Resilience
As we reflect on the investment landscape of 2023, one undeniable lesson emerges: the importance of diversification in achieving financial success. The past year has seen remarkable fluctuations across major investment markets, reaffirming the age-old wisdom of not...
Market Update – October 2023
In these times of heightened market volatility, I want to provide you with a comprehensive October market update that aims to put recent fluctuations in investment markets into context. Alongside this, I've compiled some valuable tips to help you reduce costs and...