Announcements

Got money questions?

We're all searching for answers – especially when it comes to money.

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Tax rules for ESCT from 1 April 2021

The Government has introduced a new top personal income tax rate of 39% which applies to personal annual income that exceeds $180,000 from 1 April 2021.

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Planning for a ‘rainy day'

Saving for a ‘rainy day’ is an idiom many of us will know; it is the principle of putting some money aside today for a future time of need.

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Investment

Market Indicators - 31 July 2021

The global economic recovery remained strong in July as the Coronavirus vaccination roll-out continued. This was somewhat tempered by the spread of the Delta variant of the virus.

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Market Indicators - 30 June 2021

Global Equities finished the month in positive territory after what was one of the strongest starts to the year since the Dot Com bubble in 2000.

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Investment news

Global share markets remained strong through March with the global vaccine rollout giving investors’ confidence in the year a head.

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Retirement

Things to think about before you retire

The concept of retirement means different things to different people.

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Saving for the future

Planning for a longer retirement is becoming increasingly important as life expectancy increases around the world.

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My balance is going down

Market performance has been positive over the last decade, with the US share market achieving the longest bull market in history.

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Newletters

Newsletter - August 2021

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Newsletter - March 2021

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Newsletter - November 2020

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