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Economic Video – 90 seconds summary – July 2020

Economic Update Video – 90 seconds This month’s update is now available and you can view our latest video here.  This video is a 90 second review of last month’s economic developments and a quick summary of some of the key information.  Our market wrap and newsletter will be released over the coming weeks and we…

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Market Wrap for July 2020

Market Wrap Along with a recap of the markets in June, in our market wrap this month, we look into some of the reasons why stock markets have been performing strongly during the current challenging economic times.   Please click here to see our Market Wrap.

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July 2020 Update

July is here along with the winter chill. But July also signals the start of a new financial year and chances are most Australians are happy to say goodbye to the last one. This year more than ever it’s a great time to plan your finances for the year ahead, to rebuild or make the…

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Economic Update and Market Wrap – May 2020

Economic Update Video – 2 minutes You can also see our latest economic update video here.   This video is a 2 minute snapshot of the month and is a quick summary of some of the key information.   Market Wrap There are many moving components in markets – two of the most important of these components…

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How social isolation has shifted our financial priorities and more – May Newsletter

After an extraordinary month of social and economic hibernation, there are positive signs that some of the restrictions on our everyday lives will soon be loosened somewhat. This is welcome news for households, businesses and our economy.   In our newsletter this month, we take a look at what the RBA is doing to keep…

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Our Winter Newsletter – Post Election and Tax Planning

The end of the election uncertainty and the investor-friendly policies of the Coalition produced a relief rally on financial markets. The Australian dollar bounced back above US69c on Monday after falling to three-year lows the day before the election, while local shares surged to an 11-year high on Monday before losing some of their gains…

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Super incentives: Where are we post-election?

After the surprise win for the Coalition in the federal election, many people are wondering exactly where we are when it comes to superannuation and what will be tweaked under the new government. The significant legislative changes that came into effect on July 1, 2017, are still being bedded down but there are a few…

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Liberal versus Labor: How they will tinker with your super

With the federal election less than a week away, many Australians are wondering how their nest egg will be impacted by the different policies.  With superannuation being a near $3 trillion-dollar pot of gold for the parties, we look at how the Liberals and Labor Party may tinker with your retirement plans. Adding extra to…

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How Labor can’t touch this multi-millionaire and their franking credits

There is one thing for sure in the lead up to this election – it seems everyone is getting fired up over refundable franking credits and they aren’t holding back on their criticism.  However, there is one thing I have learned over the last few months, and that is, that most still don’t understand how…

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Private Health Insurance Hike – Average premium increases by insurer by year

Insurer Average increase with rate protection (%) 2013 2014 2015 2016 2017 2018 2019 ACA Health Benefits Fund Limited 5.89% 5.78% 4.96% 6.19% 4.70% 2.72% 3.23% Australian Unity Health Limited 5.23% 6.62% 6.26% 5.05% 4.46% 3.89% 3.35% BUPA HI Pty Ltd 5.80% 6.35% 5.59% 5.69% 4.90% 3.99% 2.99% CBHS Corporate Health Pty Ltd    …

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December Economic Update

Your financial well-being and plans for the future can be impacted by various economic events, so below is a video to assist you to stay up to date with the latest indicators.  The economic news out of the US and in Australia was mostly positive in November, but that didn’t stop volatility in the markets….

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Our Aspire Retire Newsletter is out. Read it here!

Check out our latest newsletter here.      

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