What to look for when choosing a financial adviser By Vanguard The basics Here’s how to find a financial adviser who can provide the right support for you We believe financial advice is essential for Australians looking to build wealth and reach their goals, whether in the early stages of their career or during retirement.…
Some investing steps to get you through the holiday season, the new year, and for the future. The end of the year is a good time to pause and check in. Between the festive rush and the year ahead, simple actions can help you stay in better control and be more confident with your…
At CCA Financial Planners, we’re passionate about helping Australians invest smarter. That’s why since 2017, we have partnered with Vanguard and their ETF’s. We recently jointly hosted our ETF Education Event — an insightful morning dedicated to exploring exchange traded funds (ETFs), low-cost indexing, and the importance of smart, diversified investing. Why Diversification Matters More…
Bank First Chooses CCA Financial Planners as Trusted Financial Planning Advisors We are proud to announce that Bank First has sold its financial planning service to CCA Financial Planners (CCAFP), trusting us with the stewardship of its financial planning clients. This decision reflects our shared commitment to delivering high-quality, holistic financial advice that aligns with Bank First’s…
Five financial steps for the new year By Tony Kaye, Senior Personal Finance Writer The basics The start of 2025 is a good opportunity to take decisive financial steps. The new year can often be a trigger point for many people to review their financial plans and strategies for the year ahead and beyond. It…
Highlights; Global equity markets correct in December – although Australia was a strong performer Oil prices continue to weaken China stock market volatility, and weaker economic data, creates deflationary fears US economic data continues to point to an improved recovery. US Federal Reserve commenced the process of normalisation of interest rates in December. Eurozone economic…
John Owen, Portfolio Specialist, discusses subdued share markets, the impact of monetary policy and how MLC’s portfolios are positioned. In the latest update, John reviews events in markets during December. He discusses: share markets concluding the year on a subdued note, with most recording negative returns in December how monetary policy remained an important influence…
As 2015 draws to a close, it’s time to review what’s happened in investment markets this year and look ahead to 2016. Investors have enjoyed another year of positive returns, despite considerable midyear volatility. However, the returns shown in Table 1 are below those that were reported in 2014, in some cases materially lower. Read…
John Owen, Portfolio Specialist, discusses easing global share market returns, developments in China and how MLC’s portfolios are positioned. In the latest update, John reviews events in markets during November. He discusses: how after recording strong gains in October, share market returns were more subdued in November monetary policy continuing to be an important influence…
General Advice Warning: Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. Around half of us make New Year’s resolutions – but only around 12% manage to succeed[1]. With getting out of debt and…