The Australian share market delivered another strong return in July up (+2.4%), continuing to defy those who say it is overpriced. The 12 month return is now (+11.9%), the 3…
The Australian share market was up (+1.3%) for June, its third straight month of gains and the highest monthly close on record. Conversely the dividend yield at the close of…
The Australian share market rose (+4.2%) during May to a new high point. That sounds great, and it is, but reaching an all-time high is fairly common – there have…
The share market returned (+3.6%) for the month of April, outperforming most global markets. It was a volatile month which started with the US president announcing ‘Liberation Day’ tariffs and…
The Australian share market delivered a return of (-3.3%) during March. The market was down (-3.9%) for the first 3 months of the year which is the worst start since…
The Australian share market hit a record high in mid-February and then fell to finish the month down (-3.8%), making it one of the worst performing global share markets for…
We are a boutique business that has been providing financial planning advice for over 20 years. The value in our relationship is experience, understanding and the expertise to provide a solution.