Newsletters
May 2024

This month both the Australian and US share markets are trending upward, as indicated by the ASX 200 and S&P 500 indices. The residential property market has also displayed strength in consistent value growth in most capital cities, except for Melbourne. There have been mixed reactions from economists regarding the recently announced federal budget and its potential impact on inflation and interest rates. Read on to find out more.
April 2024

This month’s update zooms in on the Australian share market's stance amidst global market jitters, notes the dip in major US tech shares, and tracks the steady ascent of property values. We also break down the latest on inflation and interest rates to keep you informed on these important economic signals.
March 2024

March 2024 has seen notable activity in share markets both in Australia and the United States, with each market trending higher. The Australian residential property market is riding a wave of increasing housing values. Perth remains the best performer while Hobart saw a negative growth. The RBA has kept interest rates unchanged amidst sticky inflation. Read on to find out more.
February 2024

In this newsletter, we see both Australian and US stock markets doing well, with the US market seeing bigger increases. The housing market is also growing
steadily, but how much it's growing varies by region. The RBA has kept the interest rate the same, showing it is focused on getting inflation back to target. Enjoy!
January 2024

Happy 2024! We hope that this year is all you want it to be – and we hope we can continue to add value to your financial planning over the coming 12 months. This month, we do a simple recap of what happened in the major markets in 2023, with some thinking from the RBA about what to expect in 2024. Enjoy!
December 2023

Welcome to our last newsletter for 2023. The year has been marked by a rebounding residential property market, a sideways movement for share prices, and a continued steep rise for interest rates. We look back on the impact of those changes. Have a safe Festive season and we look forward to talking to you in 2024.
November 2023

Welcome to the November 2023 newsletter. The share market continued its retreat, the property market continued its advance. And we get the news about interest rates next week. Read on and enjoy!
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