Level 1, 103-113 Spence Street, Cairns QLD 4870

Updates & Review


We will bring you updates and reviews from time to time on financial service trends and changes as and when news becomes available.

We remind our clients that the information provided is general information only and highly recommend that before making any financial or investment decisions you consult a financial planner to take into account your personal investment objectives, financial situation and individual needs.

For specific information on how it relates to your circumstances, speak to one of our consultants today.

2020 June Quarter Review

16
Jul 2020

2020 June Quarter Review July 15, 2020 Economic Overview As in the previous quarter, the major theme of the June quarter was COVID-19. In contrast to the punishment investors took in the March quarter, the June quarter provided some relief. Investors saw market rallies that partially countered some of the steep falls of the previous […]

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Forget The Property Crash & Focus On Tangible Risks

9
Jul 2020

Forget The Property Crash & Focus On Tangible Risks July 8, 2020 When people contact us about property investing it’s usually for one of two reasons. “Can you help me get into property investing?” “Can you help me get out of property investing?” On the first question the answer is always no. The high transaction […]

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Old & New, Slow & Fast

9
Jul 2020

Old & New, Slow & Fast July 2, 2020 Last week we took a look at how someone might mistake their knowledge, expertise or success in one area for giving them some insight into investing or investment markets. While someone can be brilliant or knowledgeable in their field, it’s not exactly translatable.  No one should […]

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How did shares perform in FY20 and where to from here?

9
Jul 2020

How did shares perform in FY20 and where to from here? | Ashley Owen | 8 July 2020   At the end of another financial year, this article reviews performance of major investment asset classes over the past few cycles. The 2019-20 financial year was poor across the board for diversified investors as each of the […]

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Sharemarket Lessons from past Crises

3
Mar 2020

Since mid-January, the Coronavirus COVID-19 has increasingly dominated daily news. For a time, the spread of the virus didn’t dent investor sentiment. Indeed, on February 20, the key indexes of US and Australian share prices hit all time highs; bond yields had held fairly steady; exchange rates were said to be “boring”; and in Sydney […]

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Update on the current correction in Equity Markets

28
Feb 2020

We are seeing a major correction occurring in all global equity markets as investors try to assess the impact of the coronavirus on corporate profits. The Dow Jones is now down over 12% from the peak it reached on the 12th February as near panic grips many markets. The extensive factory closures and travel bans […]

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Coronavirus and You

27
Feb 2020

The Corona Virus. For weeks there was calm. Then suddenly there was panic. Admittedly, it was surprising. Markets have been moving upwards without a hitch for a while and initially they shrugged the Coronavirus off. Australian investors, getting little joy from cash, may have been pushing into the market. The US has been offering solid […]

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Walking in to the Spider’s Web

27
Feb 2020

Why do we do the things we do? If only there were simple answers! When it comes to investing, sometimes we have the simple answers. A new study in the Journal of Consumer Behaviour has dug into some of the mindsets and behaviours of investors who have been defrauded. Titled ‘Profiling Victims of Investment Fraud: […]

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The legacy of unprofessionalism

17
Sep 2019

Trust comes naturally to some professions. Take a survey from any country and there will inevitably be a consistent top three in the trusted category: nurses, firefighters and doctors. It makes sense. At their core we have to trust these professions with our health and our safety. Doctors and nurses also provide guidance and comfort […]

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