As we enter 2023, long term (including lifetime) annuity strategies are a lot more attractive than they were a year ago, assisted by rapid interest rate rises in 2022. Many retirees are now seeking advice on annuity strategies. We’re finding that whilst most Australians are familiar with the concept, they need advice on how an […]
Read MoreOctober 2022 Federal Budget Update
Treasurer Jim Chalmers delivered his first budget on Tuesday night. The first budget for a new Government is a time to establish its economic credentials. The key points are as follows: A more serious approach to climate issues Another mining revenue windfall and the offsetting of new spending with savings has resulted in sharply […]
Read MoreThe Rich Greenie – Unleashing your power as a consumer, finding work/life balance….and travel!
In this episode I interview the author of a book called ‘The Rich Greenie, financial strategies for living well while saving the planet’. Stuart Barry is the owner and Senior Adviser at Tas Ethical, a Hobart firm which is part of our Ethical Investment Advisers licensee group. Stuart has almost 40 years experience in the […]
Read MoreReason for optimism in difficult times
Recent discussions with a range of our clients confirm that some are worried. They are worried about the effect of rising interest rates, and inflation on markets, worried about the ongoing effect of covid on economies and the burden of the debt that has been used to stimulate them, and worried about the potential for […]
Read MoreThe Green Dream podcast launch! Juukan Gorge, Green Capital & Hunter Gatherer Mythbusting
We are excited to announce the launch of our new podcast ‘The Green Dream’ for Ethical Investment Week 2021! In a special interview with Kado Muir for EIW21, we discuss Juukan Gorge, Green Capital & Hunter Gatherer Mythbusting. There are also interviews with fund managers, advisers and sustainability experts. Have a listen! Available on Apple, […]
Read MoreEIW 2021: Wayfinding for Ethical Investment
Ethical Investment Week 2021 will be held 25th to 31st October. This is an opportunity for Australians and New Zealanders to learn more about investing in line with their ethics. Our new podcast, ‘The Green Dream’, will be releasing a special EIW21 episode on 25th October – an interview with Kado Muir discussing Green Capital […]
Read MoreMassive growth in Ethical Investment – RIAA Benchmark Report 2021
The market for responsible investments in Australia has continued to soar in popularity to $1.2 trillion in 2020, with responsible investment assets growing at 15 times the rate that overall Australian professionally managed investments have grown – the landmark annual study from the Responsible Investment Association Australasia (RIAA) has found. The new RIAA report researched […]
Read MoreIncome Protection Insurance is changing on 1st Oct 2021
New government regulations have been introduced that will reduce the benefits available on new income protection policies established after 1 October 2021. If you currently have a comprehensive policy, or can get one in place by 1 October 2021, it will include a number of supplementary (and potentially valuable) benefits. From October 2021, however, these […]
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