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Perth investment news – December 2023

Perth investment news – December 2023

The information in these articles is current as at 21 December 2023.

Welcome to the December 2023 Investment news.

Market returns across asset classes in 2023 were mixed. The US market powered ahead despite inflationary concerns, a banking crisis and the threat of a recession. However, the strong performance was driven by a very concentrated number of technology stocks. Locally, the Australian market produced a much more subdued result as banks struggled due to economic headwinds while the resources sector was impacted by a reality check in battery metal prices.

From a legislative perspective, 2023 saw the announcement of a new tax on superannuation balances of more than $3m which is likely to impact some of the strategic planning going forward. The Federal Government has also hinted at further reforms in the retirement income space in the year ahead.

The team at Pitcher Partners Wealth WA is proud of the business we are building with each team member’s contribution shaping our culture and helping to drive us forward. Our diversified advisory team, each with specialist capabilities, allows us to deliver bespoke advice across:

  • Investment and portfolio management
  • Strategic financial planning
  • Personal insurance

2023 marked several significant milestones which would not have been achieved without the support and loyalty of our clients and those businesses we elect to partner with. We are grateful for your trust and look forward to continuing our partnership in 2024. If you know of anyone who could benefit from our service, we would welcome the referral.

On behalf of the Pitcher Partners Wealth WA team, we would like to wish you all a fantastic and safe festive season. To our clients, partners, and friends, thank you for continued support and trust you place in us. We look forward to our continued relationship in 2024. 

Office Opening Hours

A quick reminder that our office will be closed from 5pm 20 December 2023, reopening on 8 January 2024. A skeleton crew will be on hand to help address any urgent requests you may have over this time. We look forward to reconnecting with you in the new year.

This newsletter (below) is provided by Pitcher Partner Investment Services Pty Ltd (PPIS) a separate business based out of Melbourne.

Pitcher Partners Investment Services – Investment Markets in Review

The tightening of financial conditions may pose challenges in 2024, impacting markets and risking recessions in certain regions. The article covers market performances, geopolitical tensions, and anticipates a bumpier ride for investors in the coming year.

Read more

This website page is published by Pitcher Partners Wealth (WA) Pty Ltd (ABN 74 630 996 664). Simon Montgomery (458 415), Robert Prince (454 781), Leanne Martinez (1003829), Peter Monnock (319032), Christian Golding (248 906) and Pitcher Partners Wealth WA Pty Ltd (1274651) are authorised representatives of Sentry Advice Pty Ltd (ABN 77 103 642 888), AFSL 227748.The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.Under no circumstances will any of Pitcher Partners Wealth WA Pty Ltd, Sentry Advice Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Simon Montgomery, Robert Prince, Leanne Martinez, Peter Monnock, Christian Golding and Pitcher Partners Wealth WA Pty Ltd representatives or associates may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products

Pitcher Partners Wealth (WA)

Christian Golding

Christian Golding

Executive Director Perth
Simon Montgomery

Simon Montgomery

Executive Director Perth
Robert Prince

Robert Prince

Executive Director Perth
Leanne Martinez

Leanne Martinez

Strategic Wealth Adviser Perth
The advisers detailed above and Pitcher Partners Wealth (WA) Pty Ltd (127 4651) are Authorised Representatives of Sentry Advice Pty Ltd, (ABN 77 103 642 888) AFSL 227748.
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