Now&Next – Winter 2022

Click Here for the Now&Next Winter Edition 2022 This publication is designed to give you valuable insights on a range of different topics affecting your financial situation – both now, and in the future. In this edition, we have three articles, looking at: 5 ways to avoid a tree change mistake Moving to a regionalRead more…

Preparation for End of Financial Year

With the end of the financial year rapidly approaching, now is the time to review your financial position and consider any superannuation and tax-effective strategies that might be appropriate for you. Using a number of strategies effectively can help ensure that you are optimising your tax, superannuation, and investments.  For details click here: 2022 PreparingRead more…

2022 Federal Budget Wrap

What the Budget means for you Depending on your circumstances, the Budget proposals could affect your financial situation – and your future plans. So, the next time you consider your strategy, your may need to adjust your financial plan. Click Here: Market-Wrap-2022-Budget-Edition

Feb-22 Count Model Portfolio Changes

Feb-2022 Count Model Portfolio Change Reports The change reports provide details of recent portfolio changes including the rationale for decisions. FirstChoice Managed Account 2022 0214 Change Report – FirstChoice Managed Account Portfolios – Core Wrap Models – Accumulation 2022 0214 Change Report – Wrap Model Portfolios – Accumulation Wrap Models – Income 2022 0214 ChangeRead more…

Feb-22 Morningstar SMA Trade Update

Despite a bumpy start to the year for investment markets, I’m pleased to report that your portfolio has held up well. Much of this has to do with your energy investments, with energy shares up a massive 19% so far in 2022 (and that’s off the back of a great 2021). Now, following this periodRead more…

Feb-22 Russell Investments SMA Trade Update

This is an update on the recent market volatility and changes made to the portfolios during the February 2022 rebalance. Market update It’s been a volatile start to the year for financial markets (but not too surprising nor out of line with history or our own expectations) with changing and rising expectations of interest rateRead more…