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  • Home
  • Our Philosophy
    • Markets can be unpredictable
    • Building sustainable portfolios
    • Each client is unique
  • Our Services
    • How we can help you
    • Still working hard
    • Approaching Retirement
    • Already Retired
  • Meet Our Team
    • Helen Stevenson
    • Ben Stevenson
    • Brenda Taylor
  • Our Charities
  • Get In Touch
  • Library
  • Important Information
    • FAQ’s
    • Our Licensee
    • Compliance Documents
    • Disclaimer
    • Copyright
    • Terms & Conditions of Use

Aged Care at Home

Posted at 17 Nov 2020 in General Interest by Strategic Retirement Solutions

Older people who are struggling to live at home and take care of themselves often face a dilemma. Many don’t want to move into aged care accommodation, but they recognise...

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Economic Update

Posted at 17 Nov 2020 in Economic Updates by Strategic Retirement Solutions

Australia: The Reserve Bank of Australia cut the official cash rate to a new historic low of 0.1%. The Treasurer released Australia’s latest Federal Budget. This was essentially a ‘no-surprises’ package...

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A Joe Biden Presidency: Implications for Investors and Australia

Posted at 11 Nov 2020 in General Interest by Strategic Retirement Solutions

Key points The US election has been close and final counting as well as legal challenges could still upset the result, but the now highly likely outcome is a Biden...

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Federal Budget 2020 – What it means for you

Posted at 09 Oct 2020 in Federal Budget Updates, General Interest by Strategic Retirement Solutions

Overview The COVID-19 pandemic has had a profound impact on Australia’s health system, community and economy. The Government has provided $257 billion in support to cushion the economic impact of COVID-19....

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Biden versus Trump – the US presidential election is looming as the next big event for investors

Posted at 03 Oct 2020 in General Interest by Strategic Retirement Solutions

Key points The US election has significant potential to add to volatility in investment markets. A Trump victory will mean more of the same and would likely initially be more...

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Seven reasons why the trend in shares will likely remain up, albeit with bumps along the way

Posted at 01 Sep 2020 in General Interest by Strategic Retirement Solutions

Key points Shares have had a strong run up from their March lows with US shares now at a record high. While shares are vulnerable through the seasonally weak...

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Economic Update

Posted at 19 Aug 2020 in Economic Updates by Strategic Retirement Solutions

Introduction Covid-19 developments continued to dominate attention. There were spikes in the number of new infections in both Australia and overseas, suggesting an economic recovery may be delayed. Share markets powered ahead,...

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A guide to active and passive investing

Posted at 19 Aug 2020 in General Interest by Strategic Retirement Solutions

Investment funds can be broadly split into two categories – active and passive. And while both options play a part in an investment portfolio, it’s important to understand how each...

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Managing your financial health during the COVID-19 pandemic

Posted at 19 Aug 2020 in General Interest by Strategic Retirement Solutions

The COVID-19 pandemic has certainly disrupted our daily lives, forcing us to close entire industries and change our behaviour overnight. With the lockdown directly affecting jobs and the economy, many people’s...

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Am I eligible for the HomeBuilder grant?

Posted at 19 Aug 2020 in General Interest by Strategic Retirement Solutions

Available for a limited time, the HomeBuilder grant offers eligible owner-occupiers, including first-home buyers, a potential tax-free $25,000 boost to help fund the cost of building a new home or...

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Recent Posts
  • Reserve Bank lifts interest rates by another 0.25pc to 4.35pc
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