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Market Update

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.

To discuss how the updates in the market affect your financial portfolio or plans for the future, contact us today on myadviser@moneyclip.com.au

Recent Blog Posts

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Tax changes – what it will mean to me?

Prime Minister Anthony Albanese has announced proposed changes to address ongoing cost of living pressures with all 13.6 million Australian taxpayers receiving a tax cut from 1 July 2024, compared to the tax they paid in 2023-24.

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Out with the old in 2024

A New Year is a chance to start afresh and move into the year ahead with confidence and optimism that it’s going to be a great one! Part of setting yourself up for a wonderful year can sometimes be letting go things in your life that are not so beneficial for you and may be holding you back from living the life you want.

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Strategies for long-term investing

Given the inherent volatility of security prices in capital markets, it is useful to remind ourselves of strategies that investors can utilise to meet their investment goals. This is important when constructing and positioning a diversified portfolio of assets, a challenge that most financial advisers face daily. Reminding ourselves of the fundamentals of portfolio construction can help investors position portfolios appropriately in times of crisis and volatility.

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Powering Down For a Relaxing Holiday

It’s nice to enjoy a break over the summer months. In fact, it’s an Aussie tradition – that mass exodus after Boxing Day that sees us head off for some well-earned rest and relaxation. However, it can be hard to unwind when we have a device in our pocket buzzing away every couple of minutes.

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Moneyclip Private Wealth Pty Ltd ABN 17 151 393 707 is a Corporate Authorised Representative of Moneyclip Management Pty Ltd ABN 44 622 458 244 AFSL 503881.

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Moneyclip Home Loans Pty Ltd, Moneyclip Professionals Pty Ltd and/or Moneyclip Real Estate Pty Ltd are not Representatives of Moneyclip Private Wealth Pty Ltd. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Moneyclip Management Pty Ltd is only responsible for the financial planning services provided by Moneyclip Private Wealth Pty Ltd, Sam Ghoreyshi.

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.