RI Frankston

Knowledge Centre

Global shares rose 2.4% and 4.7% in hedged and unhedged terms, respectively. The rotation to stocks benefitting from economic recovery reversed in June with growth stocks e.g. US tech performing strongly.

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At some point, you will retire. Many of us hope that is sooner, rather than later. We hope that we can retire with enough life left in us to enjoy all the things that took a backseat during our working years. We want enough money to be comfortable and safe in the knowledge we won’t run out of money and have to go back to work, unless of course we want to.

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Global shares rose 1% and 1.2% in hedged and unhedged terms, respectively. The rotation to stocks benefitting from a strong economic recovery regained favour in May. Continued decline of coronavirus cases in Europe and the US helped drive these cyclical names higher.

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If you are in, or nearing, the retirement phase of your lifestyle you might be considering whether you want to stay in your current accommodation, or look for something to suit your needs as they change over the coming years.

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In a year that has seen so many unexpected events take place it is top of mind for most Australians now more than ever that life does not always go the way we plan, but having a plan in place if things do take an unexpected turn can mean that our health, lifestyle, and family are better protected.

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Welcome to the Q2 edition of inTouch for 2021. This edition looks at some options around personal insurance protection in our article on TPD insurance and our illustration about getting insurance whilst you’re still young and bulletproof!

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Global shares rose 4% and 3.2% in hedged and unhedged terms, respectively. The rotation to stocks benefitting from a strong economic recovery faltered in April. Strong profit results for major US tech companies such as Google saw growth sectors such as technology outperform.

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Global shares rose 4.3% and 5.1% in hedged and unhedged terms, respectively. The rotation to stocks benefitting from a strong economic recovery persisted into March. Stocks with more exposure to economic growth such as the banking sector continued to rally, benefitting from the rise in growth expectations.

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There are lots of tips when it comes to getting ahead, financial speaking. Most of them are really simple so if you are struggling to get on top of your finances and it is a burden you could live without, take a look at our suggestions, below, and make a commitment to just start with one. If that works, maybe you will be encouraged to tackle a few more.

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Welcome to the first edition of inTouch for 2021. The impacts of the Coronavirus that has plagued Australia for over a year now have been a concern for us all – for our health, wellbeing, friends and family stuck overseas and the financial impacts have been devastating for some.

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