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Investment Update: March 2025 Quarter

Well, the Big D has lobbed …

Investment Update: December 2024 Quarter

An interesting quarter, pretty much all good news for our investors. Let’s start with the Long Term Income Builder. While 0.4% might not get the ...

Investment Update Newsletter: September 2024 Quarter

For the most part, it was a solid start to the new financial year. Except perhaps for the Long Term Income Builder, which had a ...

Investment Update: June 2024 Quarter

There is a school of thought out there that says “Just follow the markets, set-and-forget… because it’s cheap and leads to a better result anyway”. ...

Investment Update: March 2024 Quarter

A solid and relatively uneventful quarter means the story is not unlike last time. Maybe a couple of points worth making: Rising stock markets are ...

Investment Update: December 2023 Quarter

It turned out to be quite a good (calendar) year. A handy Santa Claus rally in November and December pushed returns in some cases into ...

Investment Update: September 2023 Quarter

Of interest It seems it’s all about interest rates of late, and what they’re doing to the cost of living, housing affordability and the economy ...

Investment Update: June 2023 Quarter

It’s great to be able to report good results to our investors, and as it happens, this year’s numbers are indeed comparatively good by industry ...

Investment Update March 2023 Quarter

At our Investor Updates we noted how, in typical fashion, world share markets have been wobbling around, reacting to a series of events and news ...

ARA Investment Update February 2023

Halfway through the March quarter we thought it timely to bring you an update. Click below to view a 10-minute video. https://vimeo.com/800385466 If you have ...

Investment Update: January 2023

December Quarter 2022 2022 was not an easy year in which to eke out a return. On top of the ongoing Covid impacts we saw ...

Investment Update: October 2022

Stop me if you’ve heard this, but I started in financial planning in August 1987. Two months later came Black Tuesday – the largest one-day ...

ARA Update September 2022

For those who were unable to make it to our September 2022 Client Update Evening/s (or enjoyed it so much, you’d like to hear it ...

Investment Update: July 2022

In the wake of some pretty severe turbulence in investment markets this past year, regrettably the annual returns were in the red. While times like ...

ARA Update May 2022

Here is a brief interim update, including some important news regarding your investment. If you have any questions on this video please let us know ...

Investment Update: April 2022

We hope you had a chance to view the interim update posted online in early March. If you missed it (or just like re-visiting the ...

ARA Update March 2022

Here is a brief interim update, including some important news regarding your investment. If you have any questions on this video please let us know ...

Investment Update: January 2022

Quarterly results were somewhat subdued, but keeping a sense of perspective it’s unrealistic to think that recent results could be maintained indefinitely. We were probably ...

MEDIA WATCH: The cost of financial advice

A couple of items crossed the desk recently that we thought warranted comment. An organization known as AdviserRatings reported that 9,000 financial advisers have left ...

Investment Update: October 2021

Markets held up reasonably well for the quarter, if a bit wobbly towards the close, with the juggernaut US stock market barely in the black ...

Share buybacks – What’s the deal?

Many of our clients have share portfolios – if you don’t, this message might not be of much interest unless Lockdown is really getting to ...

Investment Update: July 2021

The recovery that began in the June quarter of last year has continued on right through this past financial year, enabling strong returns to be ...

ARA Update May 2021

Here is a brief interim update, including some important news regarding your investment. https://vimeo.com/555531500 If you have any questions on this video please let us ...

Budget 2021

At the risk you have been saturated already with Budget news, it appears the superannuation changes aren’t getting much airplay. The proposed changes mean planning ...

Investment Update: April 2021

Nice to see some big numbers in the 1-year column of the returns table above. To be fair, of course this reflects the somewhat rapid ...

A Closer Look

We’ve had quite a response to the last discussion about the new Long Term Income Builder portfolio. Here is some more information. If you have ...

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Access important guides to help plan your financial future