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.

Keeping in Touch - October 2015

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The power of regular investing

One of the world’s most admired investors, Warren Buffett, is famous for saying “Don't save what is left after spending; spend what is left after saving.”

While this approach may not always be possible, investing even just a small amount regularly can make a big difference over the long term.


The Economic Update - September 2015

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Market Highlights - September 2015

  • Concerns intensified over Chinese growth though US growth strengthened
  • Global shares declined on these concerns
  • Investors retreated to safe haven currencies
  • Fed’s policy announcement later this month will be closely watched



Keeping in Touch - September 2015

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Starting small with personal insurance

For many people, personal insurance is something they think they will never need. But the reality is, many do. 

The Key Newsletter – Spring 2015

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Issue 48 of the latest market insights from Financial Services Partners includes:

  • Wealthy retirees to be hit hardest by the pension changes
  • Young parents need $1 million of live cover
  • Don't be distracted Greece, it's all about China
  • Tending to your wellbeing will let you be more rpesent in all areas of your life 

Connection Point August 2015

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Welcome to the August edition of e-Insight. This month we cover:

  • Aged care – minimum permissible amount
  • ATO form for contribution reserving strategy
  • ATO issue Division 293 tax assessments
  • FBT exempt thresholds increased 




The Economic Update - August 2015

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Market Highlights - August 2015

  • Developed market economic growth is becoming more synchronised
  • Global shares rebound on a Greece solution although emerging markets struggled
  • Bond yields rallied as global growth concerns resurfaced
  • The US dollar (USD) rose in the month as the Fed looks to lift rates later this year 




Keeping in Touch - August 2015

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How financial planning works

Looking to plan for the future and want to get some financial advice?

Some people don’t know where to start or what to expect, but the process is very simple and could help you to change your financial future! 

The Economic Update - July 2015

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Market Highlights - July 2015

  • US economic indicators improved as consumer spending rebounded from earlier weakness.
  • Bond yields rose as expectations solidified that the US Federal Reserve (Fed) would commence raising rates this year.
  • Global shares fell on the back of rising yields and, later in the month, concerns over Greece.
  • The Australian dollar (AUD) rose modestly against the US dollar (USD) but eased lower against other major currencies.

Keeping in Touch - July 2015

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Having insurance for life

Many people are unsure whether life insurance is important, especially as they get older.

Here we look at the benefits of having life insurance at each stage of your life – whether you are an accumulator, pre-retiree or retiree

Connection Point June 2015

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Welcome to the June edition of e-Insight. This month we cover:

  • New private health insurance rebate thresholds from 1 April 2015
  • ATO pre-assessment letters for excess concessional contributions
  • Labor Party release proposed changes to superannuation
  • Reminder to claim franking credits for retirees
  • End of year financial planning 

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