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 - October 2014

Download The Economic Update - October 2014

The Economic Update - October 2014

Share markets were generally lower in September, with global, Australian and emerging market shares all declining in local currency terms. However, the sharp fall in the Australian dollar in the month helped boost returns for unhedged investors in global shares.

Keeping in Touch - October 2014

Download Keeping in Touch - October 2014

Get smart - get the retirement you want

Saving for a stylish retirement doesn’t have to mean missing out now. With a bit of clever planning, you can maintain your current lifestyle while still maximising what you put away for the future.
Using super to your advantage is the key to a comfortable retirement.

The Economic Update - September 2014

Download The Economic Update - September 2014

Summary of the September 2014 FSP Economic Update

Geopolitical concerns persisted in the month of August. US President Barack Obama authorised air strikes in Northern Iraq while reports of a build-up in Russian military presence in the Ukraine dominated headlines. 

Keeping in Touch - September 2014

Download Keeping in Touch - September 2014

Opportunities in a low interest rate environment

In August this year the Reserve Bank Cash Rate of 2.5% celebrated its one year anniversary. It’s a continuing low point that has followed a steady period of decline since October 2011 and in October this year it will be 4 years since we last saw a rate rise. We would have to go back decades to see such a sustained period of low rates and it is difficult to comprehend what it would have been like a quarter of a century ago when the rate was at 17%!

The Key Newsletter – Spring 2014

Download The Key Newsletter – Spring 2014

Issue 44 of the latest market insight from Financial Services Partners.

In this issue:

  • Reviewing recent changes to insurance within super
  • Caring about Aged Care
  • Are you at risk of redundancy?
  • Discover the wild beauty of the Northern Territory

Keeping in Touch - August 2014

Download Keeping in Touch - August 2014

Are you ready to transition to retirement?

The start of each financial year is always a good time to review your financial plan. For those considering retirement in the not-too-distant future now is also a good time to review your income strategy to ensure it continues to meet your needs.

Keeping in Touch - April 2015

Download Keeping in Touch - April 2015

What will happen to the assets and money that you’ve worked so hard for when you’re no longer around?

 More than just a Will

Having an adequate estate plan is more than just having an up-to-date Will.

A Will is  a vital part of your estate plan, as it’s the legal document that ties everything together and records how you would like your assets and money passed on to your beneficiaries.

The Economic Update - August 2014

Download The Economic Update - August 2014

August 2014 - Summary

Geopolitical events dominated news headlines at various stages during July. In particular, the tragedy involving a Malaysian airlines flight brought back into focus the tensions between the Ukraine and Russia. Meanwhile, renewed conflict in Gaza highlighted the increasingly unstable political situation in the Middle East. In both cases the human impact has been devastating.

Connection Point June 2014

Download Connection Point June 2014

Connection Point June 2014

This is our bi-monthly read aimed at providing some useful information for our clients, industry contacts and valued referral partners. We hope you enjoy this edition of Connection Point.

 

Keeping in Touch - July 2014-Article 1

Download Keeping in Touch - July 2014-Article 1

Navigating the recent changes to Social Security

 There were quite a few changes to Social Security in the May 2014 Federal Budget, many of them having an impact on pensioners and those nearing retirement if they are passed through Parliament.

More Articles ...