Investments

August 2022 Newsletter

August 2022 Newsletter

In this issue: A guide to Aged Care Coming to terms with Stagflation How do SMSFS Invest? It’s August and as winter draws to a close there’s snow in the Alps and the wattle is blooming. Many Australians will soon receive a sizeable tax refund, if they haven’t already, which […]

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July 2022 Newsletter

July 2022 Newsletter

In this issue: A super window of opportunity A Will to give Your investing style – as unique as you Welcome to our July newsletter and the start of a new financial year. With winter in full swing, it’s a great time to rug up by the fire, take stock […]

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March 2022 Newsletter

March 2022 Newsletter

It’s March already which marks the beginning of Autumn. While this is traditionally the season when things cool down, the economic and political scene is gearing up with the Federal Budget later this month and a federal election expected by May. Russia’s invasion of Ukraine in late February increased volatility […]

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February 2022 Newsletter

February 2022 Newsletter

It’s February and what a summer it’s been with success on the tennis court and the cricket pitch. Now that the kids are returning to school and we settle back into our ‘’new normal’’ routines, the new year begins in earnest. January is normally a quiet month on the economic […]

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January 2022 Newsletter

January 2022 Newsletter

It’s January and the start of a new year. Whether you are back at work or enjoying a summer break, we wish you all a Happy New Year and a return to normal life in 2022. The global economy and financial markets ended the year as they began, all over […]

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Buy Hold Sell: 3 essential asset classes and 2 to avoid – Livewire

Buy Hold Sell: 3 essential asset classes and 2 to avoid – Livewire

Hugh Robertson joins Livewire’s James Marlay in yet another special Income Series edition of Buy Hold Sell. In this episode, Livewire drew on the asset allocation expertise of Hugh Robertson from Centaur Financial Services and Charlie Viola from Pitcher Partners. As stated by Livewire in the release of this edition of […]

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August 2021

August 2021

It’s August, and this chilly winter and periodic lockdowns can’t end fast enough for many of us. One bright spot, along with the golden wattle at this time of year, is the golden performance of our athletes in Tokyo. The economic fallout from on-again, off-again lockdowns continued in July. The […]

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What’s up with inflation?

What’s up with inflation?

Fears of a resurgence in inflation has been the big topic of conversation among bond and sharemarket commentators lately, which may come as a surprise to many given that our rate of inflation is just 1.1 per cent. Yet despite market rumblings, the Reserve Bank of Australia (RBA) appears quite […]

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The advice model of the future – ifa Show Podcast with Hugh Robertson

The advice model of the future – ifa Show Podcast with Hugh Robertson

In this episode of the ifa Show, multi-award-winning adviser Hugh Robertson joins host Sarah Kendell to discuss his practice’s goals-based approach to advice and investment and the benefits of being part of a cooperative licensee model. As the ifa Show reveals, Hugh unpacks how the concept of goals-based advice has […]

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