2021 is already shaping up to be quite eventful. Growth has been a permanent fixture over the last few months fuelled by record low-interest rates and government stimulus. However, with many advanced economies producing favourable growth numbers recently, the prospect of inflation risk resulted in a bloodbath for bond and equity markets last week. This has since stabilised but is this a sign of things to come for 2021?
Turning points: why getting the right advice can provide clarity
When our life circumstances change it is not unusual to feel out of your comfort zone, unsure of your path forward, or even overwhelmed. A delightful single man called Mark came to see us recently seeking advice after losing both of his elderly parents in close succession. Mark is in his 60s and has had a successful career in IT. He was trying to work out how to maximise his investment portfolio of shares and property, and his inheritance, to put him in the strongest position for retirement.
5 financial New Year Resolutions: how to keep them
What to do if you receive a windfall
Why estate planning is always a human story
Peter and Maree came to see us seeking advice on how to manage their finances in the context of some complex family dynamics. The couple had married later in life and both had children from previous marriages. Until now they had kept their financials separate but Peter had been given a terminal diagnosis. He was very keen to ensure that any assets he had would go directly to his wife when he died. He was trying to find a solution to this but was unaware of what his options may be.
