by Eleonor Klopsch | Dec 10, 2024 | News & Articles
Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics resemble a poorly scripted soap opera. As we navigate this festive minefield of shopping, social gatherings, and feasting, it’s common to...
by Eleonor Klopsch | Dec 10, 2024 | News & Articles
At this time of year, when giving is particularly on our minds, some might turn their attention to how best share their wealth or an unexpected windfall with their loved ones. You might be thinking about handing over a lump sum to help them with a major purchase or...
by Eleonor Klopsch | Dec 10, 2024 | News & Articles
Key points The key themes for 2024 were: better than feared growth; global divergence; more disinflation; falling interest rates but with Australia lagging; and more geopolitical threats but not as bad as feared. As in 2023, returns were strong. 2025 is likely to see...
by Eleonor Klopsch | Dec 10, 2024 | News & Articles
In November, Donald Trump was returned to the White House with an across-the-board sweep for the Republicans, retaking office and securing a majority across Congress. A platform of tax cuts, tariffs, and government efficiency (the newly created DOGE, headed by Elon...
by Eleonor Klopsch | Oct 15, 2024 | News & Articles
In the journey of achieving your financial and lifestyle goals, think of your personal financial strategy as the flight plan guiding us to your desired destination. Over the past year, we’ve navigated through varying market conditions, achieving solid results for the...
by Eleonor Klopsch | Oct 15, 2024 | News & Articles
At its latest meeting, the Reserve Bank Board announced it was leaving the cash rate at 4.35 per cent. Please click here to view the Statement by Michele Bullock, Governor: Monetary Policy Decision. With the official rate on hold, we’re watching closely what the...
