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Our news

We release a monthly economic update, a monthly topical article and a quarterly newsletter.

The monthly economic update, Economic Update, takes a look at the latest issues affecting local and international markets.

The monthly topical article looks at different areas of financial advice and provides useful information, including any updates and changes within the financial services industry.

Our quarterly client newsletter keeps you up to date with the current hot topics in the world of financial planning and personal wealth management. Topics can include superannuation, investment, retirement, wealth protection through insurance, redundancy and estate planning.

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Market Wrap July 2019: Markets rallied on rate cuts

The rally from December lows resumed in June with most equity markets up for the month. Global shares were up 5.9% and 5.3% in hedged and unhedged terms, respectively.

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Market Wrap June 2019: Markets faltered

The rally from December lows faltered in May with most equity markets down for the month.

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inTouch Q2 2019

Welcome to the second edition of inTouch magazine for 2019. This quarter we focus on topical articles that are relevant for many of our clients, no matter what stage of life they are in.

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Market Wrap May 2019: Markets continue to recover

The rally from December lows has flowed into April with most markets positive. Global shares were up 4.6% and 3.9% in a hedged and unhedged terms, respectively.

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A Brighter Future