The impact of time horizons on your investment strategy

Time horizons are a core plank of any investment strategy, be it short, medium or long term, says financial adviser Aaron Doig.

The Value of Discipline in Value Investing

Value returns in recent years paint a very different picture from returns just a few years before. This blog puts value's recent performance in context and underscores the importance of investor discipline.

Barossa firm joins forces with SA wealth management leaders

Nuriootpa-based financial advisory firm Complete Financial Wealth Solutions has joined Calder Wealth Management, one of South Australia’s largest privately owned wealth management businesses.

How to master the emotional side of retirement planning

Financial adviser Liz Wilson explains how anxieties, fears, and hopes influence retirement planning, and why the impacts are both emotional and financial.

Planning for Retirement: How to Set Realistic Goals and Achieve Them

Setting realistic retirement goals and developing a comprehensive plan is key to a secure retirement, says Anthony Hill.

Winter Connect Newsletter 2023

Welcome to our Winter 2023 Connect Newsletter

We do hope that you find the content in the latest newsletter valuable and encourage your feedback on any of the articles.

As always if you have any questions, do not hesitate to contact us.

Federal Budget May 2023 Summary

The 2023 Federal Budget focuses on providing cost of living relief through lower power bills, higher welfare payments and more support for small business and housing.

“Is my bank safe?” Australia’s response to the global banking crisis

As carnage hits US banks many Australians are concerned about financial institutions at home. Financial adviser Ben Calder provides his analysis.

How your health impacts financial planning

Many people underestimate the impact of health on financial planning and retirement, says adviser James Herriman.

Market Update | Credit Suisse Acquired by UBS

Following a tumultuous week for stocks in the banking sector, late on Sunday night it was announced that UBS would acquire all the shares in Credit Suisse.