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Latest Financial News and Announcements

We like to keep you informed at every step of your financial journey. Below you’ll find the latest financial news and announcements from here and abroad. If you want to discuss how any of these affect you, give us a call or book a conversation using the buttons above.

Act in Haste, Repent at Leisure

December 21, 2018

Act in Haste, Repent at Leisure Market pullbacks like the one we are currently experiencing are not pleasant, however we need to remember that we are investing for the long term, with an appropriate asset allocation across shares, property and fixed interest. The below article published by Statewide is a timely reminder of the saying … Continue reading Act in Haste, Repent at Leisure

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Market Update October 2018

November 12, 2018

Market Update October 2018. Stocks October 2018 was undoubtedly a bad month for global equity markets – the worst monthly performance since the global financial crisis (GFC). Rising US interest rates, Donald Trump’s trade war with China, the health of the Chinese economy; worries about the Italian budget and the impending Brexit by the UK … Continue reading Market Update October 2018

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Are you Active or Passive?

November 12, 2018

Are you Active or Passive? A recent review performed by Zenith Investment Partners has highlighted the risk when making investment choices based purely on fees. Up until the recent pullback in markets in October, investors that allocated a significant percentage of their portfolios to low cost index tracking funds would have been relatively happy with … Continue reading Are you Active or Passive?

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Market Update September 2018

October 12, 2018

Market Update September 2018. During September, the US share market hit another record high, on the back of continuing strong economic data. This strong US economic data also caused interest rates, and the US dollar to both rise in September. September also saw US President Donald Trump follow through with threats of imposing Tariffs on … Continue reading Market Update September 2018

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Labor Government Tax Policy – More than just Franking

October 12, 2018

Labor Government Tax Policy – More than just Franking With a Federal election expected to be called by the sitting Government in May 2019, Labor is the clear favourite to become the next sworn in Government. Labor have been vocal recently by stating that their main objective is to reduce the fiscal debt by introducing … Continue reading Labor Government Tax Policy – More than just Franking

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Bennett & Co Annual Client Function

September 28, 2018

Bennett & Co Annual Client Function. On the 23rd of August, Bennett & Co celebrated its annual client function in the new function area of Wests Rugby Club. We were joined by 140 clients and business associates, who were entertained by guest speaker former Wallabies captain Steve Moore. Drawing on his experience of playing 129 … Continue reading Bennett & Co Annual Client Function

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Platinum Macro Overview June 2018

August 02, 2018

Platinum Macro Overview June 2018. Fears around escalating US-China trade tension, rising US interest rates, and the impact of China’s financial system reforms continued to weigh heavily on investors’ minds, leading to increased risk aversion and resulting in significant price dispersion across different parts of global markets. Andrew Clifford discusses what these issues mean for … Continue reading Platinum Macro Overview June 2018

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Are you investing too conservatively in retirement?

August 02, 2018

Are you investing too conservatively in retirement? by Allan Gray. Why do we sometimes invest too conservatively in retirement? To understand why, and to manage ourselves better, we need to look at both the rational and emotional parts of the brain.  Latest research suggests that both the rational and emotional parts of the brain work together … Continue reading Are you investing too conservatively in retirement?

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What’s happening to oil prices?

August 02, 2018

What’s happening to oil prices? By Dr Shane Oliver – Head Of Investment Strategy and Economics Chief Economist AMP Capital. Australians can expect to pay more for petrol at the bowser as oil prices move higher in the short-term. Yet the price rises won’t force the Reserve Bank to hike rates as a significant acceleration … Continue reading What’s happening to oil prices?

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China’s Balancing Act: Controlled Deleveraging and Steady Growth Ahead

August 02, 2018

China’s Balancing Act: Controlled Deleveraging and Steady Growth Ahead By Stephen Chang & Isaac Meng – PIMCO With China’s ambitious development plan as the backdrop, our central outlook for China over the next few years is optimistic. Unique among major economies, China is renowned for its long-term economic planning, and for the most part, Chinese … Continue reading China’s Balancing Act: Controlled Deleveraging and Steady Growth Ahead

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