Resources

Utilising Managed Accounts to build more efficient portfolios

Over recent years, Managed Accounts have become far more popular and accessible due to improvements in technology.

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Dealing with the Financial Challenges upon Separation or Divorce

The end of a relationship can be an emotional and traumatic time. You may feel anxious or overwhelmed about such…

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Blogs & Podcasts

What does a Trump win mean for US and global economies and markets?

In our latest investment update, Ray Djani joins Tom McDonald and Brad Matthews to discuss the implications of this week's US election result and what it means for global economies and investment markets and on how we position client portfolios. Tom also shares learnings from his recent trip to the US where he met with investment managers in San Fransisco and attended an "Alternative Investments" Conference in Los Angeles where he gained some invaluable insights into US growth and the scale of AI related investments.

Click the video below:

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Financial Markets and Outlook for 2024

In our latest investment update, Brad Matthews joins Tom McDonald to discuss Financial Markets and Outlook for 2024. Brad Matthews is the Chair of the Cardena Investment Committee and Tom McDonald is a Director and Senior Adviser of Cardena Private Wealth. Click on the video link below for insights.

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Australia enters a “per capita” recession. Should we be worried?

In our latest investment update, Brad Matthews joins Jonathan Kilborn to discuss what it means to be investing in a recessionary environment and whether recessions are good or bad for portfolios? Brad Matthews is the Chair of the Cardena Investment Committee and Jonathan Kilborn is a Director and Senior Adviser of Cardena Private Wealth. Click on the video link below for insights into how Cardena positions portfolios to deal with the positive and negative factors present during recessionary times.

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Retirement village or aged care?

Throughout our lives we make choices about where to live, largely driven by lifestyle, work or family. However, as we get older, our health or increasing levels of frailty may have a greater impact on these choices and our ability to live independently.  Where we live is not just a decision about physical location but how we can access our community, appropriate levels of care and support services. 

It's also important to understand what is affordable in retirement as well as how the daily routine of retirement living can be managed.

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Video: Cardena Investment Update - December 2022

Cardena Investment Committee Chair, Brad Matthews, speaks with Aaditya Thakur SVP Portfolio Manager from PIMCO, to discuss the peak in interest rates. 

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Access help for at home aged care

As you get older, bringing support into your home can help you to remain independent for longer and improve your quality of life. But understanding how to access aged care services can be hard to navigate, and the wait for government funded home care services can be long.

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