Now and Next Winter 25 Issue 23

What can we learn from the world’s most accomplished investors? & Reduce financial pressure with downsizer contributions

Market Wrap February 2025

Australian equities lost ground in February, with the ASX200 index falling -4.2% over the course of the month. The decline came as US equities broadly declined amid concerns around economic policy and outlook, as the RBA delivered a hawkish 25bps cut and a slew of domestic earnings updates

Now Next Autumn 2025: Five ways to avoid disagreements over your will

To state the obvious, most of us want to be remembered fondly by our families. However, poor estate-planning can have the opposite result – igniting conflict and emotional pain. We examine how to avoid a family fallout after you pass on.

Market Wrap: Global equities surged despite AI-driven volatility

January 2025 Market Wrap: Global equities surged despite AI-driven volatility, Trump’s tariffs rattled markets, and inflation trends shaped rate expectations. Discover key insights on stocks, currencies, and economic shifts this month.

Now&Next Summer 25 Issue 21

What are my options if I’m asset rich and cash poor? & How to have a conversation about aged care