Marshall Wealth

We release a monthly economic update, a monthly topical article and a quarterly newsletter.

The monthly economic update, Economic Update, takes a look at the latest issues affecting local and international markets.

The monthly topical article, Keeping in Touch, looks at different areas of financial advice and provides useful information, including any updates and changes within the financial services industry.

Our quarterly client newsletter, The Key, keeps you up to date with the current hot topics in the world of financial planning and personal wealth management. Topics can include superannuation, investment, retirement, wealth protection through insurance, redundancy and estate planning.

Please feel free to share our content with friends and family members.

The Economic Update - April 2012

Download The Economic Update - April 2012

Lifting the Lid on Hybrid Securities
The recent resurgence of the issuance of hybrid securities (hybrids), representing those securities which combine equity and debt characteristics, is providing further investment opportunities for those investors who are looking for ‘incomebased’ securities. In 2012 alone, we have already seen $4.4 billion of new hybrids issued...

The Key Budget Edition - 2012

Download The Key Budget Edition - 2012

On Tuesday night, Treasurer Wayne Swan handed down the 2012/13 Federal Budget in Parliament.

We're delighted to release a special Budget edition of The Key, which highlights the key elements of this latest Federal Budget and their financial planning implications for you.

The Economic Update - March 2012

Download The Economic Update - March 2012

Dividend Investing in a New World of Lower Yields and Longer Lives
The world is greying – fast. It is estimated that the number of people over 65 will triple to a global total of around two billion by 2050. In addition, life expectancies continue to increase primarily due to advancements in medicine and medical treatment.

When it comes to investing, many retirees will first look for income. Having a predictable and lasting income stream is crucial for paying bills and peace of mind. For pension funds, insurers and endowments, steady income is critical for ma…

The Key Autumn 2012

Download The Key Autumn 2012

We are delighted to release the Autumn 2012 edition of our quarterly client newsletter 'The Key'. In this exciting new edition, we cover the following hot financial topics: 

  • The intergenerational gap - how your adult children can be a threat to your retirement goals
  • The benefits of seeking financial advice
  • How to identify key people in your business and why you should consider insuring them
  • Countdown to the End of Financial Year
  • Quarterly market commentary.

The Economic Update - February 2012

Download The Economic Update - February 2012

The outlook for world sharemarkets have been enhanced by improved outcomes relating to the Greek finance package, improving economic signals emanating from the United States and growth in developing countries. While a number of risks may still yet bubble to the surface, increased investor confidence provided a positive boost to the prospect of growth orientated assets. Despite these positives, bond yields have stayed at unusually low levels and the Australian sharemarket has been somewhat immune from the global rally despite the local economic outlook remaining relatively solid when c…

The Key Summer 2012

Download The Key Summer 2012

There’s a popular saying that nothing can stop a person with the right mental attitude from achieving their goals. The Summer 2012 edition of The Key newsletter looks at setting financial goals in a new year against the background of uncertainty in Europe. Other issues we look at include the importance of having a will, how to avoid costly business interruptions and the financial implications of making the decision to continue higher education.