Tag: Financial Advisers

Get your finances in order in 2017

February 6, 2017

Setting aside time to regularly review your finances is one of the easiest ways to keep your plans on track and work towards achieving your financial goals. Let’s see how you can take a look at your finances and make any necessary changes before the start of 2017. 

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Seven reasons for optimism on the Australian economy

August 30, 2016

Key points

  • The mostly gloomy debate around the Australian economy often gives the impression we are in a constant state of crisis.
  • But economic growth is pretty good, the economy has rebalanced without the (“inevitable”) recession, the worst of the mining bust looks to be behind us, public infrastructure spending is ramping up, consumer and business confidence are around long term averages, share market profits have likely bottomed and Australia stacks up well on social considerations.
  • These are all reasons to be reasonably optimistic about the Australian economy and Australian assets.
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Brexit – what does it all mean for you?

June 26, 2016
  • Uncertainty around the outcome of Britain’s referendum on whether to Remain in or Leave the European Union has reached fever pitch.
  • While a victory for the Leave campaign will likely see more volatility, the global economic consequences have likely been exaggerated.
  • A Leave victory is unlikely to have a major direct impact on Australia but could have an indirect bearing via financial market volatility.
  • The key for investors is to look for opportunities that such volatility throws up.
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SMSF Quick Tip

January 11, 2016

If you want more control over your retirement nest egg, this tip is for you …

Review your super and retirement needs and explore if a SMSF could be appropriate for you.

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Review of 2015, outlook for 2016 – more of the same

December 8, 2015
  • 2015 has been a messy year for investors as worries about China, emerging countries and the Fed caused volatility and uneven returns across asset classes. Australian shares continued to underperform.
  • 2016 is likely to see continued okay but uneven global growth, low inflation & easy monetary conditions. While the US is likely to raise rates gradually, other countries including Australia remain biased to further easing.
  • Most growth assets, including shares are likely to trend higher, resulting in reasonable returns. But volatility is likely to remain high as the easy gains are well and truly behind us.
  • The main things to keep an eye on are the Fed, China and the ongoing rebalancing of the Australian economy.
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