Summer Observer Newsletter

Summer Observer Newsletter

Bringing you valuable wealth and financial information When life changes, so should your financial goals. Six steps to lower the cost of caring. Making Christmas a time of joy for you. CLICK TO DOWNLOAD...
Flash Newsletter October 2024

Flash Newsletter October 2024

Take control of your super! Who decides what happens to your superannuation savings when you die? You may think that you do, but that isn’t always the case. The ultimate decision may be made by someone you don’t even know – the trustee of your superannuation fund....
Autumn Observer Newsletter

Autumn Observer Newsletter

Foundations of a wealthy lifestyle A study conducted by the Australian Stock Exchange reported that nearly 9% of investors over the past two years were aged 18 to 24. These young Australians were found to be knowledge seekers, keen to take on life and begin their...
Market Update: US & Australian Markets at All-Time Highs

Market Update: US & Australian Markets at All-Time Highs

Click to view report Good morning, and welcome to March (already!) We are pleased to provide an update from Insight Investments (attached) as well as some of our own comments. Back in 1980, famed Producer Martin Scorsese teamed up with Robert DeNiro, Joe Pesci and...
Australian Property Market Outlook for 2023

Australian Property Market Outlook for 2023

CLICK HERE for a brief paper on the market outlook for residential, commercial and industrial property for 2023 from leading fund manager Trilogy Funds Management, as well as other reputable sources. Whilst it does not cover rural land/acreage, it does present a...
Economic and equities outlook: Summer of 2022-23 and beyond

Economic and equities outlook: Summer of 2022-23 and beyond

We wish to take this opportunity to sincerely thank our clients and associates for your continued support in what has been a challenging 2022 across all investment sectors. Pleasingly the markets appear to be finishing the year on a positive, with the December quarter...