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

Blog

When enough is never enough

How much is enough? It’s a good question. Our relationship with our finances can be a tricky one. Everyone has a different idea of how much it takes to be comfortable or even well off.

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Ben Widdup
Market Movement and Economic Review (September 2023)

After endless gloomy forecasts, there was a glimmer of hope last month that the cost of living might be easing. Inflation continued to fall, despite predictions by economists of a rise. The ASX200 ended the month down with gains in financial stocks being offset by losses in mining and energy shares because of their dependency on China.

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Ben Wieland
Destinations to fire up your passions

The world is an amazing place, with so much to see and do. In fact, sometimes it can feel as though there is so much to experience it can be quite a challenge selecting a destination, but if you follow your heart and explore your passions when planning a trip you can’t go wrong.

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Ben Widdup
Market Movements and Economic Review (August 2023)

While the price of most goods and services continues to rise, the good news is the rate of increase is continuing to slow. As a result, the markets are beginning to breathe a sigh of relief. The ASX rallied to close the month on a positive note due to a combination of stronger than expected growth data, better than expected earnings and lower inflation.

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Ben Widdup
Market Movements and Economic Review (May 2023)

In the lead up to the Federal Budget, better-than-expected inflation figures were cause for optimism that the lengthy run of cash rate hikes have had an impact. US stocks in April saw the biggest rally that has been experienced for months, as investors looked beyond gloomy economic data. Local markets were buoyed by the Wall Street rally, as well as welcome signs of inflation easing, with the ASX200 ending the month slightly higher.

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Ben Wieland
Getting your bounce back

Life is pretty frantic, and it is common to feel like it’s a struggle to keep up the pace. In fact, feeling exhausted is so common that it has its own acronym, TATT, which stands for "tired all the time".

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Ben Widdup
How do interest rates affect your investments?

Interest rates are an important financial lever for world economies. They affect the cost of borrowing and the return on savings, and it makes them an integral part of the return on many investments. It can also affect the value of the currency, which has a further trickle-down effect on other investments.

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Ben Widdup
How to get super ready for EOFY

Superannuation has dominated recent headlines, with proposed changes announced by Treasurer Jim Chalmers. While the details of these changes still need to be released, it’s worthwhile turning our focus to superannuation balances as we approach the end of financial year.

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Ben Wieland
Market Movements and Economic Review (March 2023)

The gloomy prospects for economic growth, both in Australia and overseas, are occupying the minds of investors, businesses and political leaders. The early 2023 stock market rally appears to be fading as concerns about inflation and cash rate hikes are having an impact on investor sentiment.

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Ben Wieland
Trust your gut to boost your health

Gut health has become one of the hottest health topics in recent years as we have started to learn about the complex connection between gut health and overall health. So why is gut health so important and how can we support and boost our own microbiomes?

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Ben Widdup