Market update – Crabtree Private Wealth

Market update – Crabtree Private Wealth

We trust you are keeping well and we hope all our farming clients are enjoying an incident-free harvest and gaining outstanding results thus far. As some would know, my family and I were very fortunate to take a break recently and had the privilege of touring New...
Recessions & Sharemarket performance

Recessions & Sharemarket performance

We are pleased to provide a 3 minute read on the topical issue of recessions and share market performance during and after a recession. As most would be aware, many countries and regions are either in recession (and don’t know it yet) or are facing the prospect of...
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...