We release a monthly economic update, a monthly topical article and a quarterly newsletter.
The monthly economic update, Economic Update, takes a look at the latest issues affecting local and international markets.
The monthly topical article, Keeping in Touch, looks at different areas of financial advice and provides useful information, including any updates and changes within the financial services industry.
Our quarterly client newsletter, The Key, keeps you up to date with the current hot topics in the world of financial planning and personal wealth management. Topics can include superannuation, investment, retirement, wealth protection through insurance, redundancy and estate planning.
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The Key Spring 2012
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Issue 37 of the latest market insight from Financial Services Partners.
In this issue:
- Take control of your super situation
- Self Managed Super Funds – doing it for yourself?
- Because you never stop looking after them
- Planning for when you're no longer around
- Market commentary
Keeping in Touch – October 2012
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Getting good advice
At this time of year, many of us start thinking about packing away our winter wares and getting the house in order for Spring. Just as we focus our attention on a Spring clean at home, it is a good time of year to review your finances and consider if you are making the most of every opportunity to leverage your financial plan. In this edition of Keeping in Touch we look at the value of good advice and how it could positively impact your life – whatever your financial planning goal may be.
The Economic Update - September 2012
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- US – mixed signals as the housing sector showed signs of recovering and the industrial sector signs of weakening.
- Europe – growth rate keeps falling even though industrial production rose.
- China – further signs of slowing growth.
- Australia – signs of a weakening labour market despite drop in unemployment rate.
- Mixed performance on global equity markets.
- Major focus on bond markets on announcement of central bank stimulus programs in US and Europe.
The Economic Update - August 2012
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- US – the housing sector and industrial production improved further but the broader measure of durable goods orders fell.
- Europe – mixed signals reflecting the ‘north-south’ divide. Concerns about Spain’s banking sector and sovereign debt persist.
- Japan – cause for optimism despite signs of moderation.
- China – further signs of slowing growth despite recent policy intervention.
- Australia – encouraging signals of strength from the mining sector and jobs market. Strong performance on equity markets in August after a volatile July. Property also gai…
The Economic Update - July 2012
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Domestic economic data continues to be relatively robust, with some sectors (sales and building approvals) appearing to have benefited from recent interest rate cuts.
The Key Winter 2012
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Issue 36 of the latest market insight from Financial Services Partners.
In this issue:
- Underinsurance: The real size of the problem
- The new Government Household Assistance Package
- Trauma insurance - expecting the unexpected
- Don't get caught at tax time - key tax and super changes for 2012-2013
- Recognising good advice
The Economic Update - June 2012
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The Australian economy remains on solid footing – benefiting from significant investment in the resource, energy and infrastructure sectors. But the employment market went backwards and this could be a sign of continued contraction in labour intensive industries (manufacturing, tourism, etc.). Read the full Economic Review here.
2012 Client Choice Award
The Economic Update - May 2012
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Australian Consumers Intensify their Vow to Save More, Spend Less
The Boston Consulting Group’s eleventh annual Consumer Sentiment Survey, conducted in April with 15,000 consumers in 16 countries. The survey included more than 1,400 consumers in Australia. This is what they found...
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