Karen S

21 June 2022

Australian Economy, Financial Planning, Investing, The Markets

The Most Dangerous Word in Finance

Karen S

21 June 2022

Australian Economy, Financial Planning, Investing, The Markets

Hearing the word safe is an opportunity to assume much more on the sunny side about an investment and the people behind it, than seeing any dark clouds. For some investors “safe” is a face value signal there are no concerns…

Karen S

21 June 2022

Australian Economy, Financial Planning, Investing, The Markets

Investing & New Challenges

Karen S

21 June 2022

Australian Economy, Financial Planning, Investing, The Markets

Inflation and the response to it by central banks have spooked financial markets recently. It's a challenge markets haven't seen for some time. We offer some thoughts and highlight some things to be mindful of.

Karen S

2 June 2022

Retirement, Financial Planning

Act As If with Aged Care

Karen S

2 June 2022

Retirement, Financial Planning

Two scenarios where parents transfer their homes and businesses to their adult children, but unexpectedly find themselves having to enter Aged Care. Each party did everything legally, and with the best of intentions, but the complexities with Centrelink were not anticipated.

Karen S

2 June 2022

Financial Planning, Divorce

Decisions in the Aftermath of Divorce

Karen S

2 June 2022

Financial Planning, Divorce

Marriage is akin to speculating. Expectations are high, but few acknowledge the risks involved. Here we look at why it is good to pause before rushing into certain financial decisions in the aftermath of a divorce.

Karen S

11 May 2022

Investing, Financial Planning

Insights from Your Fellow Investors

Karen S

11 May 2022

Investing, Financial Planning

Do clients draw on Warren Buffett quotes, look at a picture of Winston Churchill or thumb through books on stoicism or Zen Buddhism when markets get tough?

Karen S

11 May 2022

Financial Planning, Investing, The Markets

What Does it Take to get a Decent Return?

Karen S

11 May 2022

Financial Planning, Investing, The Markets

The future presents many possibilities, meaning a range of potential outcomes. We can’t see the future, but we can at least be armed with the knowledge of everything that has occurred previously.

Karen S

11 May 2022

Questions to Lift the Fog

Karen S

11 May 2022

If someone is determined to go it alone, they will need to do their due diligence on the information they are working with. They will need to honestly assess what their capabilities are, how clear they are on their direction, and do their decisions withstand scrutiny? What’s the best way to assess?

Karen S

19 April 2022

Australian Economy, Covid-19, The Markets, World News

2022 Q1 January Quarter Review

Karen S

19 April 2022

Australian Economy, Covid-19, The Markets, World News

Russian invasion of Ukraine a dominant theme.
Inflation continues to rise in US, leading to consumer pessimism.
US Fed Reserve increases interest rates, with more increases to follow.
RBA continues to wait and see on inflation.
Global sharemarkets poor in Q1.
Australian sharemarket resilient, while bond yields spike.

Karen S

29 March 2022

Australian Economy, Employment, Federal Budget AU

Federal Budget 2022/23

Karen S

29 March 2022

Australian Economy, Employment, Federal Budget AU

A forecast improvement in the government debt position.
A little more tax relief, for this year at least.
Will inflation or wage growth be the winner?
Superannuation minimum drawdown reduction extended.
A cost of living payment for social security recipients.
Plenty of training incentives for business.

Karen S

24 February 2022

Investing, The Markets, World News

Content, Conflict and Russia

Karen S

24 February 2022

Investing, The Markets, World News

Investing is navigating your emotions through history as it’s being written. While there have been two notable periods of pain relating to military conflict in the past forty years, there have been many other potential flashpoints that didn't escalate to the worst case scenario.

The Most Dangerous Word in Finance

Investing & New Challenges

Act As If with Aged Care

Decisions in the Aftermath of Divorce

Insights from Your Fellow Investors

What Does it Take to get a Decent Return?

Questions to Lift the Fog

2022 Q1 January Quarter Review

Federal Budget 2022/23

Content, Conflict and Russia

Categories

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Ready to take the next step?ph. (02) 9052 6420

Ready to take the next step?
ph. (02) 9052 6420