Put your feet up and enjoy a read of our monthly newsletter designed to keep you informed about legislative changes and important financial matters and trends which may affect you, as well as a wide array of interesting articles.  

Image by Elena Mozhvilo


June, 2021

Market Review May 2021


Talking Point Edition 1, 2021

  • Are you insuring away your super?

  • Freeing up home equity through reverse mortgages

  • As good as gold

  • Lessons learned: Staying the course during a market crash

  • Investors buoyed as vaccine points way to post-COVID world

Image by Andre Taissin


May, 2021

Market Review April 2021

Budget Wrap-Up 2021-2022



April, 2021

Market Review March 2021


Informing You

  • The secrets to productive workplace flexibility

  • A guide to retirement in Australia

Bike Ride


March, 2021

Market Review February 2021

​Talking Point Edition 1, 2021

  • Life insurance: Why everyone needs to think about coverage

  • Balancing act: Why risk and return are both needed for investment success

  • How society is tackling ageism

  • Small but mighty: Small caps offer outsized potential

  • Markets end year with strong rally

Image by Scott Graham


February, 2021

Market Review January 2021


Informing You

  • Is your Christmas debt still hanging around? How to clear a debt hangover

  • What's the difference between a financial planner and an accountant?



January, 2021

Market Review December 2020


Informing You

  • Why wellbeing isn’t just for the well-off

  • Few cheering end of tumultuous year



December, 2020

Market Review November 2020


Informing You

  • Caring for our elders at Christmas

  • Make your cancelled holiday count

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November, 2020

Market Review October 2020

​Talking Point Edition 3, 2020

  • Cyber crime surge: how to protect yourself from COVID-19 scams

  • Superannuation changes a plus for older Australians

  • Where to invest in the share market?

  • Life insurance: essential ongoing support in the face of coronavirus

  • Why your wealth is more than just your investments

  • Investment markets rebound after pandemic’s economic fallout

Stacks of Coins


October, 2020

Market Review September 2020


Informing You

  • Where do we stand with our finances since COVID hit?

  • Federal Budget 2020: Economic Recovery Plan for Australia

Senior Man Working from Home


September, 2020

Market Review August 2020

​Talking Point Edition 2, 2020

  • Working beyond the traditional retirement age

  • COVID 19 - Support for individuals, households & small business

  • Changes ahead for disability income insurance but value remains

  • Digital delay? Why people still love cash and coins

  • Beating the first home buyer blues

  • Coronavirus and market volatility

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August, 2020

Market Review July 2020


Informing You

  • How to budget: Your five step plan to brilliant budgeting

  • How to protect your mental health during the Covid-19 pandemic

Credit Card


July, 2020

Market Review June 2020


​Informing You

  • Superannuation 101: Your guide to a happy retirement

  • Are you a money pushover?