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Happy New Year and welcome to our first quarterly newsletter for 2024

In our first article, we take a look at the five key themes that occurred throughout 2023, what you need to keep your eye on in 2024, and reasons why investors might be a little more optimistic for the year ahead.  

Making extra contributions to your super can make a big difference at retirement. We explain what catch-up contributions are and how you can benefit from them.

Here, we delve into the meaning behind what it is to be a ‘sophisticated investor’, how you qualify, and the pros and cons of being one.

With the rising cost of living hitting our hip pockets, managing your money can be stressful. Here, we provide a few tips to help you manage your finances more effectively.

If you're considering making some professional or personal changes this year, this article explains how small incremental changes can help you achieve your goals. 

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 02 6622 2907 or email

Kind regards,

Steve Walden

2023 saw the return of Goldilocks, but what’s in store for 2024 for investors?

The latest Insights reviews the key events of 2023 and what it meant for investment returns and has a look at the outlook for 2024. Read full article >>

Catch up on super to boost retirement savings

A new way to top up your super could help you retire with more money. Read full article >>

The pros and cons of being a sophisticated investor

Many Australians now technically qualify to be certified as a sophisticated investor, but what are the benefits and risks? Read full article >>

6 steps to help you feel more positive about your finances

Managing your money doesn’t have to be stressful. By breaking down your goals and establishing good habits you can work towards financial wellbeing. Read full article >>

The 1% rule - tiny changes add up to a BIG difference

Just a tiny change - doing something just one per cent better - can be transformative if you build on that change. Read full article >>