Principled Wealth Management, Practical Business Advisory, Proactive Accounting and Taxation
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Blog

Market Movements and Economic Review (May 2022)

The economic event that overshadowed all others in April was the increase in inflation. The release of the March quarter Consumer Price Index (CPI) showed inflation up 2.1% in the quarter and 5.1% on an annual basis. This was the biggest increase since 2001 and well above the Reserve Bank’s target of 2-3%.

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Ben Wieland
The road ahead for shares

Trying to time investment markets is difficult if not impossible at the best of times, let alone now. The war in Ukraine, rising inflation and interest rates and an upcoming federal election have all added to market uncertainty and volatility.

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Ben Wieland
Thriving on social connection

The phrase 'no man is an island' is from a poem written by John Donne and expresses the idea that humans need to be part of a community to thrive. That’s certainly true, by nature we are social creatures and connection is a core human need. So why do some many of us feel alone and what can we do to feel more connected?

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Ben Widdup
Sharing super a win-win for couples

Australia’s superannuation system is based on individual accounts, with men and women treated equally. But that’s where equality ends. It’s a simple fact that women generally retire with much less super than men.

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Ben Wieland
Scams to beware (and be aware) of

There is a saying ‘a fool and his money are often parted’ but with scammers becoming ever more devious and sophisticated in their methods, it pays for everyone to be aware of the latest tricks being employed.

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Ben Widdup
Budgeting for success in 4 easy steps

With all eyes on the Federal Budget and balancing the nation’s books, it’s a good time to review your personal balance sheet. If it’s not as healthy as you would like, perhaps it’s time to do a little budget repair of your own.

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Ben Widdup
Disaster recovery funding now open

Small businesses, primary producers and non-profit organisations in the defined disaster areas who were directly impacted by the recent South East Queensland Rainfall and Flooding, 22 February - 7 March 2022 may now apply for Extraordinary Disaster Assistance Recovery Grants.

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Corinne Kirk
Elevating your mood…naturally

If it’s been a while since you had that wonderful feeling of euphoria, there are measures you can take to elevate your mood by encouraging production of your bodies naturally occurring ‘happy hormones’.

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Ben Widdup
How to calm those market jitters

It’s been a rocky start to the year on world markets but that doesn’t mean you should hit the panic button. Staying the course is generally the best course, but that’s easier said than done when there’s a big market fall.

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Ben Wieland
Easing into retirement

As the nation drifts back to work after the summer break, it’s often a time to start putting your New Year’s resolutions into practice. For some, an extended holiday may have convinced you that you are ready for more of the good life and that it’s time to retire.

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Ben Wieland
Taking cover in changing times

The pandemic has changed the way so many of us live, with jobs, travel and lifestyle all transformed during COVID. Now, as we start emerging on the other side, it may be a good idea to check whether these changes have impacted on your life insurance needs.

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Ben Widdup
Tree change or sea change on the horizon?

Australians are leaving capital cities in droves in a phenomenon being referred to as ‘The Great Relocation’. However, there’s a lot to consider beyond the obvious appeal of waking up to the laughter of kookaburras or enjoying a long walk on the beach.

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Ben Widdup