Newsletters

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!

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!

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.

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!

Welcome to the October 2023 newsletter. We look at September’s significant downturn in share prices which happened alongside further strengthening in the residential property market, while interest rates remained unchanged.

Welcome to the September 2023 newsletter. Maybe, just maybe, things are starting to even out. Interest rates have stayed the same. The share market tracked sideways. And residential property’s recent growth slowed. Things could be about to get boring.

Welcome to the August 2023 newsletter. We take a close look at rental returns, see what impact lower global inflation is having on world share markets, and enjoy the fact that the RBA decide to not increase interest rates again this month.

Welcome to the newsletter for July 2023. We recap the financial year in terms of the share market and residential property. And we also discuss one of the potential reasons for the RBA not to have increased interest rates this month.

Welcome to the newsletter for June 2023. Neither the US nor the Australian share markets were spooked by talk of the US reaching it’s debt ceiling. And house prices continue to slowly rise. But whether this is sustainable is very much up for question. Read on to find out more.