Some ideas to future-proof your family finances

23 May

If there’s anything people learned from the recessions and global crises of recent past, it’s that no one is immune to economic upheavals.   Even middle to upper-class families are at the mercy of their finances when misfortune strikes. This...[Read More]

How helping others can also benefit you

23 May

It’s common knowledge that showing kindness or compassion is good. However, are you aware that being helpful also benefits your mental health?   In this post, we’ll examine some key advantages of showing kindness to others.   1. It improves...[Read More]

Oliver’s insights – The next move in the RBA cash rate likely remains down later this year

23 May

Key points – While the near-term risks for the RBA cash rate are probably on the upside, the most likely scenario is that the RBA holds rates ahead of rate cuts starting later this year. – The March quarter US and Australian inflation scare is...[Read More]

Investment markets and key developments – Weekly market update 17/5/2024

23 May

Better news on inflation and signs of a “good” moderation in US economic growth (rather than signs of a sharp slowdown) led to a repricing for slightly earlier Fed rate cuts, a fall in US bond yields, a lower US dollar (and a slightly higher...[Read More]

Top 10 Essentials for Lifelong Health and Wellness

16 May

Creating a sustainable approach to health and well-being involves habits and practices that enhance physical, mental, and emotional health over the long term.    Here’s a top 10 list to help maintain ongoing health and well-being:   Balanced...[Read More]

Oliver’s Insights – The economic impact of the 2024 Federal Budget

16 May

The 2024-25 Budget – another surplus, but bigger medium term deficits with more big spending, including on a “Future Made in Australia”   Key points   – The budget this year is expected to show a surplus of $9.3bn thanks to a...[Read More]

Investment markets and key developments – Weekly market update 10/05/24

16 May

Global shares mostly rose again over the last week, helped by ongoing confidence that major central banks are on track to cut rates this year and strong US earnings results. For the week US shares rose 1.9%, Eurozone shares rose 3.1% making a new...[Read More]

Top international destinations for retirees to visit

9 May

If you’re an Australian or British retiree, retirement is the perfect time to travel the world and explore the places you’ve always wanted to see. Travelling may lead to much more than just a relaxing vacation, too. Seeing the world in your 50s,...[Read More]

Oliver’s insights Seasonal patterns in shares – should we “sell in May and go away”?

9 May

Key points – Seasonal patterns in shares gave rise to the saying “sell in May and go away, buy again on St Leger’s Day.” – However, seasonal patterns can’t always be relied on so while investors should be aware of them, betting on them...[Read More]

Investment markets and key developments – Weekly market update 3/5/24

9 May

Global shares mostly rose over the last week. While US shares had a volatile week they were buoyed by good earnings results and rose sharply on Friday in response to news of cooler jobs and wages growth in April which allays fears of overheating....[Read More]

Choosing a New Home: Top 10 Considerations for Selecting the Right Retirement Community

2 May

Finding the right retirement home is a significant decision that marks a new chapter in life. While it might evoke mixed emotions, recognising the need for more tailored care and support can also be a positive step towards enjoying a fulfilling and...[Read More]

Top 10 Strategies to Boost Brain Power and Enhance Mental Agility

2 May

Keeping your mind sharp and agile is crucial for managing the demands of daily life and work, enhancing problem-solving skills, and ensuring long-term mental health.    Here are the top ten tips for sharpening your mind:   Exercise Regularly:...[Read More]

Investment markets and key developments – Weekly market update 26/4/24

2 May

Global shares rose over the last week recovering some of their losses from prior weeks helped by no further escalation in the Israel/Iran conflict and solid profit results in the US. However, the gains were limited by inflation and interest rate...[Read More]

Oliver’s insights The art of happiness – economics and the “hedonic treadmill”

2 May

Key points – Despite a big rise in GDP per person, surveyed measures of happiness have been flat to falling in the US and Australia. – Younger people in the US, Canada, Australia and NZ are the least happy age group. This is a major change from...[Read More]

Ensuring Harmony and Legality: The Critical Role of Legal Advice in Family Estate Planning

25 April

Estate planning is a crucial but often challenging aspect of managing familial wealth and assets, particularly as parents age. The process involves making decisions about how to allocate assets such as businesses and property among siblings, which...[Read More]