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.

Download >

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…

Download >

Blogs

Economic Snapshot December 2019

December closed out 2019 on a positive note with equities, bonds and commodites all raling as key economic data steadied and the US and China agree to sign the Phase One trade deal. Central banks, including our Reserve Bank, flagged their intention to keep providing liqudity support for the foreseeable future. 

Read more >

Economic Snapshot November 2019

November was a good month for euity markets as the broad risk-on thesem continued. Both the local and US equity markets reached new highs. In contract, the performance of bond markets was mixed, especially for the global bond markets. where expectations of further interest rate cuts have diminished. 

Read more >

Economic Snapshot October 2019

After starting October on a cautious note, markets became a little more optimistic about global economic conditions as the month progressed. News that the US  and Chine would sign the so-called "Phase 1" agreement in the trade dispute contributed to the markets improved mood, as did the Ferderal Reserve cutting the cash rate by another 0.25%.

Read more >

Cardena Investment Update September 2019

Cardena Director Tom McDonald shares his insights on key investment and market factors during the quarter ending September 2019

Read more >

A contested estate – not something you want to leave your family

Families come in all shapes and sizes and it’s import to understand aggrieved loved ones may contest your will

18 March 2019

Thanks to our legal firm partner, Hall & Wilcox, for providing this content.

We are often asked the question ‘how much should I leave for my children’, especially when children are not being treated equally or a child is estranged. Unfortunately, there is no magic answer. If the child is an eligible applicant under the applicable State or Territory legislation for estate claims, the individual should try and make adequate and proper provision for that child even if they do this reluctantly.

Read more >

The beauty of compound interest

Time in investment markets matters, especially when you reinvest interest

12 April 2019

Interest on a loan or that you receive on a deposit can be calculated in two ways: by simple interest or compound interest. How interest is calculated matters over time and that’s why financial advisers recommend paying down debt as quickly as possible and adding regularly to investments, especially very long-term investments like superannuation.

Read more >
MORE FROM THE BLOG