Market Update - 6th April 2024

In Q1 2024, ASX IT sector surged by 55% due to AI interest, while property and financial sectors grew steadily. Materials slumped 8.34% amid Chinese export decrease. Gold hit all-time high. Cocoa prices soared 230% due to weather hindrances. US markets reached record highs.

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Jenni Anderson
Why you need Tax Planning...

In the ever-evolving landscape of personal finance, one key aspect often overlooked is the formidable impact of tax planning. Each year, countless individuals overpay their taxes simply because they lack a comprehensive tax strategy. Opportunities for savings slip through the cracks, resulting in missed chances to bolster retirement accounts, fund education plans, or pursue long-held aspirations. This is the all-too-common error that strategic tax planning is able to avoid.

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Jenni Anderson
Autumnal Financial Tune Up

As the end of the financial year approaches, it's a critical time for individuals and businesses to evaluate their financial situations and ensure everything is in order. Whether you're a seasoned investor, a small business owner, or simply managing your personal finances, a few key tasks can help you finish the financial year strong and set yourself up for success in the year ahead. Here is a general checklist of essential to-dos:

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Jenni Anderson
Understanding ESG Investing

As the world grapples with environmental, social, and governance (ESG) issues, the investment landscape is evolving. ESG investing, also known as sustainable, responsible, or ethical investing, has emerged as a strategy that considers sustainability factors alongside financial returns. Here's a comprehensive guide to understanding ESG investing and its key components.

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Jenni Anderson
Market Update - 9th March 2024

Australia's economy grew by 0.2%, lowest since 2000. RBA's rate hikes are showing effects. ASX sectors vary, with IT leading. US markets continue record highs, with stable earnings growth and inflation moderation.

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Jenni Anderson