Archive for category: Strategic Financial Advice

News

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

Planning to Retire Comfortably

Retirement means different things to different people For some, it means the ability to spend more time with loved ones…

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 Planning to Retire Comfortably

10 Benefits of Financial Advice

Recent research discovered that Australians that had an existing connection with a financial adviser had higher quality of life, mental health, family life and more confidence in a comfortable retirement.

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10 Benefits of Financial Advice

How much do I need in retirement?

How much you need to save for a comfortable retirement is a question many of us ask. While we all hope for a simple answer, how much money you need in retirement differs for everyone.

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How much do I need in retirement?