The art of leaning into winter

As the days grow shorter and the mornings a little crisper, winter is quietly making its entrance. In some places it brings frosty weather and extra layers, while in others it is a gentle shift with cooler evenings and a respite from the heat. Either way, the change in season often brings a noticeable difference…

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Investing for the next generation

For many, the goal of investing is about creating wealth for a comfortable financial future, as well as a legacy that supports your children and grandchildren for decades to come. But one of the greatest risks to that legacy can be the challenge of dealing with sudden wealth. When adult children inherit large sums or…

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Market movements and review video – June 2026

Stay up to date with what’s happened in the Australian economy and markets over the past month. May delivered mixed signals for the Australian economy with inflation easing slightly, although underlying inflation edged marginally higher. The softer-than-expected inflation data reduced expectations of further rate hikes in the near term. Australian share markets were volatile. The…

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Quarterly Property update – June 2026

Housing markets losing momentum as they face stronger headwinds   The last quarter marked a clear shift in housing conditions, with growth continuing to slow and market performance becoming increasingly fragmented. According to Cotality’s June Home Value Index, national dwelling values rose 0.6 per cent over the quarter, reflecting a market that has moved from broad-based…

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Get prepared for June 30

Tax time is just around the corner, so now is the time to get ahead and find out what strategies may be available to you before 30 June. Time for a portfolio review A good first step is to review your investment strategy. With recent market volatility, things may have shifted and your risk tolerance…

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