Federal Budget 2022 – 23 OverviewWe have just been handed over a new Federal Budget 2022 – 23. The main goal of this budget is to assist with the pandemic...
Your Investment Risk Tolerance
Your Investment Risk Tolerance So now you are at the crossroads, you know you must take control of your money and your overall financial situation. You have...
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Investment RiskWe all know that it is essential to save for our retirement and superannuation has become one of the main products to do just that. So for...
Economic Update and Market Commentary
Economic Update and Market Commentary Risk assets including equities and credit continued to power ahead in April. Locally, the share market and the...
Own or rent home?
Own or rent home?One of the major issues many people face is the question of living arrangement: Should I rent or should I own my home?” So today I want to go...
Federal Budget 2021 -22 for Pre and Post Retirement
Federal Budget 2021 -22 for Pre and Post RetirementRecently a new 2021-22 Federal Budget was announced as a continuation of tax relief for lower earners, help...
Economic Update
Economic Update Introduction Volatility associated with November’s US election should finally be over, enabling investors to refocus on economic prospects and...
AMP Takeover Update
AMP Takeover UpdateBack in November 2020, AMP a takeover offer from the American company ARES to buy the whole AMP business. In November 2020, I created...
10 Steps to take before you start investing
10 Steps to take before you start investing The other day during a networking meeting a lady asked me the question: Katherine, you are a financial planner, so...
2021 – A list of lists regarding the macro investment outlook
2021 – A list of lists regarding the macro investment outlookThe Key Points: 2020 turned out far better for investors than was feared. 2021 is expected to...
Joe Biden policy and its impact on economy and your savings
Joe Biden policy and its impact on economy and your savingsJoe Biden is the new President of the USA. You might think, it has nothing to do with you in...
Five reasons why this downturn and subsequent recovery are different
Five reasons why this downturn and subsequent recovery are differentThis economic downturn and recovery differs from those of the past in that: the downturn...