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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
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How has COVID-19 changed Australian consumer spending habits?

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

Australian spending habits have changed markedly in the last few months. Consumers continue to worry about the strength of the economy, the duration of the pandemic and overall public wellbeing....

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Are young people putting themselves at risk without life insurance?

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

Today, young people are often called the “the smashed avocado generation,” supposedly frittering away money on ‘luxury’ items rather than working hard to save for their first home or retirement nest...

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Investing during a recession

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

In times of uncertainty, when share markets and interest rates are falling, along with declines in consumer and business confidence, investors often question if their money is safe and if...

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Make Your Super Last

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

Australians enjoy one of the highest life expectancies in the world, which means you can look forward to a long and comfortable retirement. While that's fantastic news, it also makes saving...

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Essential checklist for the end of financial year

Posted at 04 Jun 2020 in General Interest by Strategic Retirement Solutions

The end of financial year on 30 June is a good time to take stock and get your finances in order.   Being prepared, reviewing your super contributions and submitting your return...

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Economic Update

Posted at 12 May 2020 in Economic Updates by Strategic Retirement Solutions

Market and Economic overview Australia The coronavirus ‘curve’ of known cases has flattened out, suggesting social distancing measures have been successful in slowing the spread of the disease. The focus is...

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Geopolitical risks for the economy and investments

Posted at 12 May 2020 in General Interest by Strategic Retirement Solutions

The world has always been challenged by the dynamics of geopolitics. The nature and magnitude of associated conflicts may transition and manifest across varying contexts but, broadly speaking, geopolitical risk...

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Market Insight – Staying the Course

Posted at 12 May 2020 in General Interest by Strategic Retirement Solutions

While it can be hard to stay in the market when share prices plummet, now is not the time to panic. The COVID-19 (coronavirus) pandemic has triggered a share market crash,...

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Dividend cuts – what can investors expect?

Posted at 12 May 2020 in General Interest by Strategic Retirement Solutions

Since the financial crisis more than a decade ago, investors have had to search much harder for income as savings rates have plunged. Many have looked to the equity market...

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Downsizer contributions: what are the rules?

Posted at 12 May 2020 in General Interest, Superannuation by Strategic Retirement Solutions

In the first year since older Australians have been allowed to make downsizer contributions, 4,246 people have contributed a total of $1 billion in downsizer contributions to their super funds...

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