Marshall Wealth

Our news

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.

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Market Wrap August 2018: A more upbeat month for shares

Share market performance was boosted in July as trade tensions eased. Global shares returned 3.2% and 2.5% in hedged and unhedged terms respectively.

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Keeping In Touch August 2018: How to keep your business debt under control

Managing debt can help you keep your business out of financial trouble. Sometimes you can’t avoid debt in a business. You may have to take out a loan, for example, to increase production or expand your business offerings. But piling up a lot of debt may leave your business in financial difficulty or, worse, bankrupt. So it’s vital to manage your debt before it gets out of hand. Here are some practical suggestions to consider.

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Market Wrap July 2018: Trade concerns flatten returns

Share markets delivered solid returns in June. However, the gap between robust returns across most developed markets and weak returns in emerging markets continued. Australian equities continue to perform strongly.

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Saving for retirement when you have dependants

Supporting your dependants doesn’t have to come at the expense of building your retirement nest egg.

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Keeping In Touch July 2018: Saving for retirement when you have dependants

Supporting your dependants doesn’t have to come at the expense of building your retirement nest egg.

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The Key Q2 2018

A faster pace – what do new ‘disruptive’ industries mean for investors?

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Keeping In Touch June 2018: Saving for a first home is now easier

First-home buyers can now use their super to save for a house deposit, thanks to the First Home Super Saver scheme.

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Keeping In Touch May 2018: Be retirement ready – plan early

You need to be savvy to build a sufficient nest egg for retirement. Planning is key, and so is getting professional advice.

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Market Wrap April 2018: A bumpier ride

Trump’s trade tariffs with possible repercussions in the form of a trade war and a shake-up in technology stocks, led by Facebook on the back of its privacy violation, meant March was a bumpy ride for Wall Street. The U.S. stock market finished the first quarter of 2018 with losses for the first time in 10 quarters.

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Keeping In Touch April 2018: Staying on top of finances for a small business

There is a lot to keep track of when running a small business, including your finances. They can make or break your business, so here are some pointers to help you keep them in check.

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