Our Client Newsletter | Your Money Matters

March 2020

In this edition of our newsletter, we take a sober look at the current state of the share market and, in particular, the impact that fears around the coronavirus are having on the market. The virus is obviously a very serious thing and we sincerely hope that neither you nor any of your loved ones are affected by it.

Our analysis does point to ways that you can minimise the risk of events such as the virus negatively affecting your portfolio. If you would like to know more about these techniques, please do not hesitate to get in touch.

February 2020

Welcome to the 20’s. That’s right, we find ourselves once again at the dawn of a new decade. We hope that the coming years bring peace and prosperity to you and all of yours.

This year’s newsletters will have a new format – we hope you like and we look forward to seeing you again soon!

December 2019

This is our final newsletter for 2019 - we hope you have enjoyed reading our newsletters as much as we have enjoyed putting them together for you. In this edition, we look at the performance of these markets over the 2019 year - and see that both markets have performed extremely strongly.

November 2019

In this month’s newsletter, we look at the state of the share and residential property markets, and the way in which interest rates (amongst other things) are affecting our main property markets. It looks awfully like the property market has bottomed out, at least in the larger capital city markets.

October 2019

William Shakespeare and the psychologist Carl Rogers are not often quoted in the financial press. More’s the pity. In this month’s newsletter, we look at the way people’s perceptions about financial markets can lag those markets by several years, and offer a simple solution that builds on Rogers’ insistence that “the facts are always friendly.” Read on to find out more.

September 2019

This month, we have an in-depth look at market volatility. It is something you hear about all the time, but not something people truly understand. We show you that market volatility is often associated with negative price changes - and discuss how you can benefit from this knowledge.

August 2019

Last month, we brought you a comprehensive analysis of the share market’s performance for the financial year just ended. This month we look at Australia’s largest asset class, residential property – while also observing that our share market reached record new heights during July 2019. We also take a look at deeming, which has been in the news of late.

July 2019

Happy new financial year! In this special newsletter, we give a comprehensive analysis of the performance of the Australian sharemarket over the financial year that has just ended. As you will see, the year was a ‘good average’ one. In our next newsletter, we will provide a comprehensive analysis of the Australian property market over the same time period. Enjoy

June 2019

In this newsletter, we examine whether the election influenced the share market, as was claimed by some sections of the media – not to mention Prime Minister Scott Morrison! We also re-visit some of the Coalition’s promises, so you can see how you fare from the election result.

May 2019

Welcome to our newsletter for May 2019. Having examined the Budget last month, this month we steer well clear of politics. Instead, we have a good look at the state of the share market and also have a good think about interest rates and their likely next move. Enjoy!