Michael is a financial adviser who has worked with a range of private clients throughout his career, providing personalised financial advice and investment strategies tailored to each client’s unique needs and goals. Clients benefit from a truly holistic advice process, with Michael’s expertise in wealth management, retirement planning, tax minimisation, estate planning, and asset protection, […]
Welcome to our latest Wealth Management Update. This edition covers the following topics:
Australian equity portfolio Note: Default is in AUD unless otherwise stated. Amcor Plc (ASX: AMC) Share price 14/9/22: $17.70 Result FY22 Revenue US$14.544b, up 13% on the pcp. Underling EPS US$0.805, an increase of 7% on the pcp (at the upper end of the FY22 guidance). Key points FY23 guidance was given for adjusted […]
The Australian property market has seen substantial ebbs and flows in recent years following the onset of the coronavirus pandemic in 2020.
While there is a risk that inflation continues climbing in the short-term, there are also early signs that inflation pressures may be peaking. If recession risks transpire, they may aide the battle against inflation.
Welcome to our Economic and Market Outlook – July 2022. This edition covers the following topics
Sydney investment advice | The information in this article is current as at 1 July 2022. Overview The MSCI World (ex-Australia) Gross Total Return Index (AUD) returned -8.3% over the three months and -6.1% over the year to 30 June 2022. MSCI World excluding Australia Gross Total Return Index (Jun-21 to Jun-22) Source: MSCI Outlook The earnings […]
Sydney investment advice | The information in this article is current as at 1 July 2022. Part 1: Overview At the start of 2020 the world was facing a pandemic that had the capacity to upend the lives and livelihoods of billions. The collapse of global share markets was ultimately averted thanks to both the rapid intervention […]
Sydney investment advice | The information in this article is current as at 1 July 2022. Overview The S&P/ASX 200 Total Return Index returned -11.9% over the three months and -6.5% over the year to 30 June 2022. S&P/ASX 200 Accumulation Index (Jun-21 to Jun-22) Source: S&P/ASX Outlook Recommendation: Maintain neutral. The Australian sharemarket has been volatile […]
Sydney investment advice | The information in this article is current as at 1 July 2022. Part 1: Overview Monetary policy The Reserve Bank of Australia (RBA) shifted its policy stance materially during the June quarter with two rate hikes of 0.25% and 0.50% to take the cash rate to 0.85%. This was despite wage […]
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