The Rise & Rise of Ali

Our Principal Financial Planner, Anwer Ali Mohammed is featured in The Indian Weekly, one of the prominent Indian Australian weekly magazines.

Read Ali's inspirational story from a Technician in the Indian Air Force to being nominated as a rising star among young Financial Planners in Australia.

Read more at http://theindianweekly.com.au/the-rise-of-ali/.


The coronavirus pandemic and the economy – a Q&A from an investment perspective

Significant government support is essential to enable parts of the economy to successfully hibernate

Read More

Is coronavirus driving a recession, depression or an economic hit like no other? What does it mean for the bear market in shares?

Global share markets have fallen into a bear market, but whether this turns out to be long or short depends on how long the hit to the economy from coronavirus lasts.

Read More

Newsletter - March 2020

In this edition we discuss about LISTO for Women and provide you with information on Challenges faced by Women in terms of Money and SMSF (Contribution Mistakes).

Read More

The threat to Australian house prices from Coronavirus

The Australian housing market is at risk from the coronavirus recession Australia has now entered. A relatively short recession that sees unemployment rise to around 7.5% would likely only set prices back around 5% or so after which prices would bounce back.

Read More

Five charts on investing to keep in mind in rough times like these

Successful investing can be really difficult in times like the present with immense uncertainty around the impact of coronavirus on the outlook.

Read More

The increasing economic threat from coronavirus - what to watch for and what should investors do?

The rout in financial markets has continued, on the back of coronavirus, made worse by a flow on to oil markets.

Read More

Capital edition issue 6

How the next generation is investing?

Read More

The plunge in shares – seven things investors need to keep in mind

The plunge in share markets over the last week has generated much coverage and consternation.

Read More

The increasing spread of Coronavirus – updated economic and investment market implications

While reported new coronavirus cases in China have slowed, the pickup in cases outside China has led to a renewed sharp fall in share markets and bond yields.

Read More

Oliver's Insights - Three reasons why low inflation is good for shares and property

Shares are vulnerable to a short-term correction - Key things to watch out for are recession and much higher inflation.

Read More

Newsletter - February 2020

In this edition we discuss Company’s Dividends and provide you with information on Life after work (Retirement) and How to do more Savings.

Read More

From bushfires to coronavirus - five ways to turn down the noise around investing

From bushfires to coronavirus - five ways to turn down the noise around investing

Read More

Olivers Insights -The China Coronavirus outbreak – economic and investment market implications

The China coronavirus outbreak has led to concerns of a global pandemic triggering an economic downturn. Our base case is that the outbreak will be contained allowing share markets and bond yields to rebound. However, uncertainty is high given that the coronavirus is more contagious than SARS albeit with lower mortality. Key to watch for is a peak in new cases and contained transmission in developed countries.

Read More

Newsletter - January 2020

In this edition we discuss How to Grow your Superannuation Fund in the New Year and provide you with information on How to Choose right Investment options for your Super Fund and Creating Realistic Financial goals.

Read More

Five charts to watch regarding the global economy and markets this year

Shares are at risk of a short-term correction or consolidation after a strong run over the last year and with sentiment now very bullish. However, this year should still see good returns for investors as global growth edges up and interest rates remain low. > Five key global charts to watch are: global business conditions PMIs; global inflation; the US yield curve; the US dollar; and global trade growth. > So far so good, with PMIs improving a bit, inflation remaining low, the yield curve steepening, the $US showing signs of topping and the US/China trade truce auguring well for some pick up in world trade growth.

Read More

Bushfires and the Australian economy

The Australian bushfire season that began in September has been horrific with more than 7 million hectares of bush destroyed, more than 25 deaths, significant loss of livestock, estimates of more than a billion wildlife animals killed and more than 1800 homes destroyed. More than 200 fires are still burning. Following the intensification of the bushfires over the Christmas/New Year period attention has now turned to the impact on the economy. This note looks at the key impacts.

Read More

Oliver's Insights - December 2019

A few of the dynamics that played out around the globe in 2019 give us strong indications of what 2020 might look like. Here are five of the themes that I think will dominate the economic and investment landscape over the next twelve months:

Read More

Newsletter - December 2019

Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want – now and in the future.

Read More

Learn about refinancing your home loan and how it can save you money

Even if you secured a competitive package when you first took out your home loan, it’s worth reviewing each year1 to ensure the interest rates, fees and features continue to meet your needs. By refinancing you may be able to pay off your home loan sooner.

Read More

Capital Edition - Strength in unity

In this month’s issue we discuss how: James Maydew believes that having culture and strategy on the same blueprint is an absolute imperative climate change is impacting the real estate sector, and how leaders and businesses are standing up to the task of tackling it Julie-Anne Mizzi uses her innate passion for investing in infrastructure for those who need it, and the familiar airport retail experience is set for a makeover.

Read More

Oliver's insights - Review of 2019, outlook for 2020 - the beat goes on

2019 saw growth slow, recession fears increase and the US trade wars ramp up, but solid investment returns as monetary policy eased, bond yields fell and demand for unlisted assets remained strong. 2020 is likely to see global growth pick up with monetary policy remaining easy. Expect the RBA to cut the cash rate to 0.25% and to undertake quantitative easing. Against this backdrop, share markets are likely to see reasonable but more constrained & volatile returns, and bond yields are likely to back up resulting in good but more modest returns from a diversified mix of assets. The main things to keep an eye on are: the trade wars; the US election; global growth; Chinese growth; and fiscal versus monetary stimulus in Australia.

Read More

Client Newsletter - November 2019

Over the past few months we have been revisiting our Brand, our Value Proposition and how we can help you achieve your goals. As part of this process we have changed our name and revamped our Logo. In this edition we discuss “How to stay Financially well” and provide you with information on “Superannuation Changes” and “How to Reboot your Retirement”.

Read More

Newsletter - October 2019

Welcome to the latest edition of our client newsletter, In this edition we discuss The Impact of extra Mortgage Repayments and provide you with information on Boost Savings on Compound Interest and Resist today, Relax tomorrow.

Read More

Newsletter September 2019

In this edition we discuss Spending money in a Cashless World and provide you with information on How to save money for Emergency and Dealing with being asset rich and cash poor.

Read More

Load more

Planning your future