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July 2021 Update
Welcome to July 2020, I mean, 2021! With a sense of déjà vu, and like most in the Greater Sydney area, I am currently locked down and working remotely. If you are currently living under lockdown conditions, I hope you are handling it all okay. If the current...
Why am I hearing about the “Bond Market and rising Bond yields” and how could this impact my portfolio?
A Bond is simply defined as a loan made by an investor to a borrower, where a person who invests in a bond is a debt holder and the issuer of the bond makes a promise to the investor to pay a pre-determined interest rate (bond yield), for a set period (term of...
Superannuation Strategies – EOFY
There have recently been some significant changes to superannuation rules, so as the end of financial year approaches, now is a good time to see if any of these changes may be applicable to you. Below are a few bullet points outlining the main end of financial year...
Market Update: Financial Advice in a Crisis
When the best advice is to just hold tight I had a troubling email come across my desk this morning, which quoted an executive from one of the countries’ largest industry superannuation funds. The article highlighted that they have seen a rush of clients, who do not...
Market Update and a Guide to Investing in Volatile Times
For some investors, the market volatility we are seeing this week has resulted in anxiety and concern. I have been reviewing various market updates, and taking note of commentary regarding the current events, and thought it would be timely to summarise a few points to...
Major Change for Income Protection Policies in Australia
There is a major change coming to the insurance landscape in Australia. The upcoming changes will severely reduce the terms, features and likely benefits available on new income protection policies purchased after 31 March 2020. So if you, or someone you know, earn...