We provide the following communications to keep our clients informed:

  • Exchange – our company e-newsletter
  • Video stream of market updates
  • Market commentary

 

 

Financial Planning Newsletter

 

 

Our quarterly newsletter, Exchange, provides the latest in financial planning industry news and updates. 

In our final Exchange for the year, our business leaders share their insights on the opportunities and challenges ahead for 2026.

CLICK HERE to read Exchange – December 2025

 

 

Daniel Rolley, our Chief Investment Officer, discusses the following in his latest video:

  • Key Investment Themes
  • Risks: Middle East, AI, and Dealing with Drawdowns
  • Market Insights: Interest Rates, Equity Valuations and Growth
  • Case Study: CBA vs Microsoft
  • Portfolio Implications

    • CLICK HERE to view the April 2026 Market Update video

     

     

     

     

     

     

    Daniel Rolley, our Chief Investment Officer, provides a market summary for both local and international markets.

    CLICK HERE to read the latest edition