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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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Market Wrap March 2019: A mixed bag

After January’s bounce, February was a little quieter but still ended in positive territory, with global shares up by 3.4% and 5.6% in hedged and unhedged terms respectively.

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The Key Q1 2019

Beat the challenge of having irregular income by planning your finances.

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Keeping In Touch March 2019 – Prune, adapt and budget: Managing the rising cost of living

If you’re organised with your finances, the high cost of living doesn’t have to mean diminished savings.

The increasing cost of goods and services – from food and housing to transport and utilities – is a reality most Australians have to face every day.

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Market Wrap February 2019: Shares rebound

January was a more positive month for investors after December’s volatility, with shares recovering most of their late 2018 losses. Global shares rose by 7.1% and 4.1% in hedged and unhedged terms respectively.

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Keeping In Touch February 2019 – Smart ways to financially get ahead in your 40s

In your 40s and still not financially secure? Don’t fret. You can still catch up. Being in your 40s often involves balancing different priorities. For example, you may need to care for your ageing parents, grow your career or business, and if you’re a parent, support your children.

With all these responsibilities, it’s easy to neglect your own financial wellbeing, including building your longterm savings. But it’s not too late to try secure your future. Here are some tips to help you financially make the most of your 40s.

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Editorial January 2018 – Five ways to keep your financial resolutions this year

Setting a goal for the New Year? Make it stick to help you secure your financial future. It’s that time of year when we set new financial goals – or revisit old ones – and promise ourselves we will accomplish them. But many of us struggle to stick to our resolutions. A study of individuals who set a New Year’s resolution found that less than half (46 per cent) reported continuous success at six months.

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Keeping In Touch January 2019 – Five ways to keep your financial resolutions this year

Setting a goal for the New Year? Make it stick to help you secure your financial future. It’s that time of year when we set new financial goals – or revisit old ones – and promise ourselves we will accomplish them. But many of us struggle to stick to our resolutions. A study of individuals who set a New Year’s resolution found that less than half (46 per cent) reported continuous success at six months.

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The Key Q4 2018

Weaning young adults off the bank of Mum and Dad. Helping young adults become financially independent may benefit both them and their parents.

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The Key Q3 2018

Five ways to protect your financial information.

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Editorial November 2018 – Put your financial windfall to good use

Received a large sum of money? There are smarter ways to use it than treating yourself to a new luxury car or watch.

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A Brighter Future