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The end of financial year on 30 June is a good time to take stock and get your finances in order.
Key medium to longer-term implications flowing from the coronavirus shock are: lower for longer interest rates; a further blow to globalisation; another leg up in the US/China cold war; bigger government and public debt; a long-term risk of higher inflation; consumer & investor caution; faster embrace of technology; bad for airlines; another test for the Eurozone; and lower immigration.
Investing in the Australian Share Market will always carry risk however diversification and “time in the market” versus trying to time the market does help reduce long term investment risk.
As we’ve seen recently growth assets like shares have periods of bad short-term performance versus bonds & cash. But they provide superior long-term returns which is essential to grow retirement savings. It makes sense for superannuation to have a high exposure to them.
While shares have rallied 15-20% from their March low and may have started a bottoming process, it’s still too early to say with confidence we have seen the low for this bear market.
Step 2 in a series of 6 financial education videos produced by Boutique Advisers – The Six Steps to Successful Investing. “Beware of Market Gurus” Contact us to find out more
Step 1 in a series of 6 financial education videos produced by Boutique Advisers – The Six Steps to Successful Investing. “Accept the Price” Contact us to find out more
Here we find ourselves almost at the end of another year and the end of another decade! So much has happened during 2019 and here you’ll find a recap of some of the events that made news this year.
Many women dream of a retirement where they can kick back and relax, do whatever they like and be free from the demands of others – actually focusing on caring for themselves.
Another quarter has sped by and we bring to you another newsletter including some very relevant topics. Spending money in a cashless world – how the likes of PayPass is making it easier for us to spend;
Welcome to Winter & the latest edition of our client newsletter, Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want – now and in the future.
2019 has kicked off to a flying start! There has been lots of activity within the business and lots of education being provided to our clients, old and new.
Welcome to Spring! The shift in weather, longer daylight hours and the promise of summer just around the corner lifts everyone’s spirits. Life at Boutique has been quite busy since our last communication. We celebrated our 15th Birthday with customised Boutique cookies, giveaways and cupcakes for the team. We continued with our education workshops and have more planned in the last quarter of this year.
So now we find ourselves in the middle of 2018. It has been a great first half of the year for the team at Boutique Advisers. Our team has grown, we have made some changes to the office and we have helped more of our clients achieve their goals, which has revived us all heading into the next half of the year!
Welcome to our Autumn 2018 newsletter edition. Where has the first part of 2018 gone? Time has flown & already we’re into a new season with Easter and cooler temperatures around the corner.
Welcome to our Autumn 2018 newsletter edition. Where has the first part of 2018 gone? Time has flown & already we’re into a new season with Easter and cooler temperatures around the corner.
Welcome to the latest edition of our client newsletter. Winter is almost upon us however Perth is still providing plenty of sunshine!
Welcome to the latest edition of our client newsletter, 2017 has started well for Boutique Advisers! We have had another new Boutique baby since our last communications with team member Erin Aikman and her partner Strachan welcoming another baby girl to their family, a little sister for Briar.
Welcome to the latest edition of our client newsletter and our last one for 2016. Where has this year gone? So much has happened in 2016, not just in the outside world but within our team at Boutique Advisers.
Welcome to the latest edition of our newsletter, Spring 2016! We hope this finds you all in good health now that winter is behind us.
Welcome to the latest edition of our client newsletter. The team at Boutique have had a few changes in recent months, including the addition of new members to our team.
Boutique Advisers are here to help you create your best future. Boutique Advisers are committed to helping you achieve your wealth, lifestyle and legacy goals through a consultative, planning based approach – with a customised solution and guided implementation.
Boutique Advisers are here to help you create your best future. Boutique Advisers are committed to helping you achieve your wealth, lifestyle and legacy goals through a consultative, planning based approach – with a customised solution and guided implementation.
Boutique Advisers are here to help you create your best future. Boutique Advisers are committed to helping you achieve your wealth, lifestyle and legacy goals through a consultative, planning based approach – with a customised solution and guided implementation.
Boutique Advisers are here to help you create your best future. Boutique Advisers are committed to helping you achieve your wealth, lifestyle and legacy goals through a consultative, planning based approach – with a customised solution and guided implementation.
Boutique Advisers are here to help you create your best future. Boutique Advisers are committed to helping you achieve your wealth, lifestyle and legacy goals through a consultative, planning based approach – with a customised solution and guided implementation.
Boutique Advisers are here to help you create your best future. Boutique Advisers are committed to helping you achieve your wealth, lifestyle and legacy goals through a consultative, planning based approach – with a customised solution and guided implementation. Call a Boutique Adviser today on 08 9381 8779 or email advice@boutiqueadvisers.com.au
Katie McDonald, Financial Adviser, discusses the Magic Number needed in retirement. Do you know yours?
Boutique Advisers are pleased to release a series of financial education videos – The Six Steps to Successful Investing. Call a Boutique Adviser today on 08 9381 8779 or email advice@boutiqueadvisers.com.au
Boutique Advisers are pleased to release a series of financial education videos – The Six Steps to Successful Investing. Call a Boutique Adviser today on 08 9381 8779 or email advice@boutiqueadvisers.com.au
Boutique Advisers are pleased to release a series of financial education videos – The Six Steps to Successful Investing. Call a Boutique Adviser today on 08 9381 8779 or email advice@boutiqueadvisers.com.au
Boutique Advisers are pleased to release a series of financial education videos – The Six Steps to Successful Investing. Call a Boutique Adviser today on 08 9381 8779 or email advice@boutiqueadvisers.com.au
Boutique Advisers are pleased to release a series of financial education videos – The Six Steps to Successful Investing. Call a Boutique Adviser today on 08 9381 8779 or email advice@boutiqueadvisers.com.au
Boutique Advisers are pleased to release a series of financial education videos – The Six Steps to Successful Investing. Call a Boutique Adviser today on 08 9381 8779 or email on mail@boutiqueadvisers.com.au
With the imminent changes to MySuper there are some important details you need to know. Our Senior Financial Planner Thomas Potter explains all in this update.
Brenda Will, Financial Adviser & Accredited Aged Care Specialist, discusses preparing for & understanding options for Aged Care. It is so important that “The Talk” is held early with all involved family members. Brenda can assist with any financial planning queries this will affect, as well as helping with the process of researching and selecting […]
Adviser Katie McDonald recently appeared on 9 News Perth regarding motherhood and some important aspects of finances. If you or anyone you know need some assistance in this area please contact the office and arrange a time to speak with Katie.
You might have finished top in your class at university and gone onto have a professional career, become a CEO or even a small business owner but it seems very few women get top marks where their own finances are concerned. Boutique Advisers financial consultant Katie McDonald said these are smart, successful women who have […]
When it comes to running a small business, the odds are almost stacked against you from the get go with more than 60 per cent of businesses failing in the first three years of operation. While there are a number of different reasons why so many struggled to survive, it’s often due to a lack […]
Accredited Aged Care Specialist Brenda Will chats with the RedFM team regarding the importance of planning right for Aged Care.
Financial Adviser Tahni Davison appeared on News Talk 6PR 882 Saturday discussing all things small business & financial planning with host Darren de Mello.
Financial Adviser Katie McDonald talks all things women & property with the 6PR weekend breakfast team.
Katie McDonald recently joined networking group District32 in Perth This is her introduction podcast chat with Jackie Campbell
September is Dementia Awareness Month.
In March 2019 Boutique Advisers & Katie McDonald hosted the Smart Women Smart Money Panel Event at the Royal Perth Yacht Club.
Recent
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The Boutique Bulletin – June 2020
Jul 6th 2020 -
Checklist for the end of financial year
Jun 16th 2020 -
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Six simple charts on what to expect from shares
May 28th 2020 -
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The Boutique Bulletin – March 2020
Mar 9th 2020 -
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The Boutique Bulletin – December 2019
Dec 17th 2019
