Market Wrap – March 2019

Each month we release a Market Wrap that is compiled by our Chief Investment Office (CIO). With various comments on the market each month, please contact your adviser if you have any questions!

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Cashflow: Keeping top tips top of mind

We all like a good cost saving tip, even if it is something we already know, it never hurts to revisit some top tips and take a look at our current situation to see if there are savings to be made.

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6 secrets of successful investors

So what are the secrets to making your investments achieve what you want them to achieve? Here are some of the tactics used by successful investors around the world.

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When the market doesn’t matter – Putting your goals first

This important change of mindset can help investors become less distracted by what the markets are doing in the short term. It also gives you something more personal and more meaningful to measure the performance of your investments against. After all, you’re investing to achieve goals, not returns. So isn’t that what you should be focusing on?

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The power of regular investing

One of the world’s most admired investors, Warren Buffet, is famous for saying “Don’t save what is left after spending; spend what is left after saving.” While this approach may not always be possible, even investing just a small amount regularly can make a big difference over the long term.

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Why super insurance isn’t always enough

Almost half of industry super fund members are underinsured according to research from the Australian Institute of Superannuation Trustees & Industry Funds Forum . Don’t be another statistic – make sure you’re covered. If you’re like most Australians, your only...

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Smart ways to handle finances in a relationship

Whether saving for a house or a holiday or seeking to grow or preserve their family wealth, setting up and sticking to a budget can help couples attain their common goals. By handling money well, they can avoid disagreements that could put a strain on their relationship. So how can people in a relationship keep their finances healthy? Here are some practical tips.

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Child Trauma Benefit

Child trauma insurance is highly emotive and there is no easy way to say it other than – what if one day you needed it? You may not be aware that some insurers offer this very specific cover, so this update provides you with some basic information.

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