Retiree Spending Patterns

Retiree Spending Patterns

The financial services industry may have underestimated the dramatic fall-off in retiree spending as retirees age, according to our analysis of real-world expenditure data. This is potentially a positive message for retirees and their advisers dealing with the...
NEO Newsletter – Second Edition 2021

NEO Newsletter – Second Edition 2021

Contents: Understanding account-based pensions One day you’ll be ready to retire. Then you can stop working and spend more time doing the things you enjoy. But what are your options when it comes time to access your super? Renovations at home Tempted by a home reno?...
Market Update: April 2021

Market Update: April 2021

The COVID collapse in markets in March 2020 has not only fully recovered, the US market is now higher than it was pre-crash. This is an incredible rebound, however we remain cautious as valuations are now stretched (share prices may be expensive). Existing portfolios...
Australian Domestic Banks

Australian Domestic Banks

Almost every Australian adult has significant investment exposure to our banking sector via their superannuation fund, retirement portfolio or their direct share portfolio. We hope you find this short video from PM Capital CIO Paul Moore informative. PM Capital are...