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July 22, 2024

The Moving, Moving Parts

As investors move towards second half of the financial year, the moving parts of the markets are moving again.

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June 21, 2024

Central Banks Policy Rates

June 2024 expectation of interest rate paths by JP Morgan

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June 17, 2024

The story continues in May

After a decline in April, the markets regained stability and achieved a slight increase for the month. As of June, the overall market situation appears stagnant, but beneath the surface, there are significant sector rotations and divergences.

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June 1, 2024

EOFY deal

ProsperaMed brings attractive discounted rates for medical businesses. Speak to us about your requirement

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May 31, 2024

New clinic purchase

Are you looking to buy a clinic or start one? We can help with finance and more.

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May 20, 2024

Hazily Constructing

As we move into mid May, let’s evaluate three top of mind questions: Is this positive trend sustainable, have I missed the rally and should I be investing more of the same for the rest of year?

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May 17, 2024

Invest Smarter with SMSF Property Purchase

Unlocking the Potential of Property Purchase with an SMSF Structure

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April 22, 2024

Stealthily Higher

As equities markets around the world climbed stealthily higher in March, we investigate if economic strength undergirds the Australian market. We take a bottom-up approach; starting from households to small and then listed businesses.

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April 11, 2024

LMI waiver for nurses

Registered nurses may be eligible for Westpac's medico LMI waiver policy up to 90% LVR. Minimum income threshold of $90,000 per annum.

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April 1, 2024

Buying a clinic

Purchasing a clinic is a big commitment and an arduous task. Obtaining finance is only the start

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March 18, 2024

Steady as she goes

The month of February was about “old” highs being smashed and new highs reached. Let’s take a look at what’s been going right and what needs to be right for us to be alright.

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March 1, 2024

Equipment purchase

Are you looking to buy a medical equipment but have less than 1 year business history?

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February 21, 2024

Big Five

Do you know what your Big Five Dimensions are? What is your Money Personality?

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February 19, 2024

New High, How High?

If January 2024 was the month when Indices climbed towards their previous all-time highs and slightly more, then February would be the month mindsets were broken and a new psychological level of 7700 breached.

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December 17, 2023

Lithium

The fall in lithium price has been severe, where to from here?

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December 17, 2023

Year-End Cheer

Where did the year end cheer come from? Let's take a look together.

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November 17, 2023

Three In a Row

October brought the third down month in a row for the ASX. Many of the issues markets were contending with are still being played out. Investors continue to have the need of balancing the scale of a soft landing on one side and recession on the other.

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October 16, 2023

Still Unsettled

In the month of September, we saw indices going backwards. In addition, following the FOMC meeting the US experienced a 10 year Treasury yield surge.

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September 27, 2023

An Unconventional Strategy for Managing Sequencing Risk

If you think Sequencing Risk is that of a consideration of older investors, then you can't be more wrong - starting early has the benefit of time working on your side.

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September 26, 2023

Learn About Sequencing Risk

Investors should structure their investments in a way that can help manage Sequencing Risk.

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September 26, 2023

Sequencing Risk Explained

The timing of negative returns could leave one vulnerable to Sequencing Risk, and can have a great negative impact on the value of one’s wealth at retirement.

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September 26, 2023

Your Trading Plan Should be your Best Friend

When you have a hunch about a stock or a sharp instinct for a trade, the first step should not be to follow it, but to make a trading plan.

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September 25, 2023

Know Yourself Before You Trade

Trading is as much about knowing yourself as it is about the techniques, and once you understand yourself as a trader, you can begin making smarter, more informed trading decisions.

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September 18, 2023

Report Card

Looking forward from August, we are back to focusing on the interest rate rhetoric. The timing of the US recession and China have implications for Aussie stocks beyond that of global economic growth

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August 18, 2023

Powering On

In July 2023 the market moved further towards a 'Goldilocks' sweet spot.

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July 17, 2023

Are we Entering Goldilocks?

In June 2023, we entered a period of growth, but will earnings be resilient?

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June 19, 2023

Hand in the Pocket

May 2023 seemed to have been a month of low volume, with market participants' hands in the pocket.

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