Financial Keys - A member firm of Genesys Wealth Advisers

 




News and Insights

The idea or concept of a last will and testament is one that dates back to ancient Rome.

Throughout history there have been pivotal individuals responsible for great change and advancement in our society.  The development of our current law is no exception. A lot is owed to a man named Solon, in relation to the ability to choose how we want our property distributed when we pass.

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July 12, 2018
 


May was a relatively strong month for markets with the exception of emerging market equities, which retreated by more than 3% during the month. Emerging markets experienced significant outflows in May with over $12 billion in foreign investment exiting the sector. Outflows impacted both debt and equity markets, driven by country-specific issues along with broader geopolitical events, including ongoing concerns over a US-led trade war through to political uncertainly in Italy.

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June 22, 2018
 


2018 Federal Budget Analysis

by Mark Causer and Brendan Gallagher

Scott Morrison has now handed down his third budget. This year, the headline is $140 billion in tax cuts over the next decade, with some more immediate tax relief of up to $1,060 a year for middle-income households and the proposed fundamental reform of the tax system.

As we remind our clients every year, these Budget proposals are exactly that – proposals. They have NO effect until passed into law. Once passed into law, we can examine the impact to you and advise relevant strategy into the future.

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May 9, 2018
 


The past couple of weeks in global financial markets have indeed been very volatile, especially when the perception has been that it was ‘perfect sailing conditions’.

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February 19, 2018
 


2017 - The Year that was!

by Mark Causer and Dr Shane Oliver

“Year’s end is neither an end nor a beginning, but a going on” and so it is as 2017 draws to a conclusion.

From our perspective at Financial Keys, 2017 has been a great year overall for investment returns and the subsequent growth of your portfolios. 

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December 12, 2017
 


For those movie buffs, you might recall the line from Matt Damon’s character in the movie Good Will Hunting after he secures the phone number of a young lady in a bar;

“Do you like apples? Well, I got her number. How do you like them apples?”

This line springs to mind when we take a look at the recent performance of several listed global companies (some of which you own in your portfolios), returns have been eye watering!

This is simply another reason to ensure that underlying valuations of the investments and/or fund managers we recommend to you are always questioned, prices are challenged, based on the available information. 

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November 28, 2017
 


We held our quarterly Asset Allocation Investment committee in September. As part of the committee process we assess the macro economic environment, the strength of the business cycle, asset valuations and sentiment. Over the past 12 months we have been defensively positioned in our asset allocation setting noting stretched asset valuations, improving but mixed economic data and uncertainty around process for the ‘normalisation’ of monetary policy around the globe.

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November 13, 2017
 


The Never Ending Search for the Truth!

by Mark Causer and Martin Conlon

A day in the life of a financial adviser is never boring.

Things do ‘rev up’ a little in the lead up to Budget night and the last minute rush ahead of 30 June. Some of you may not be aware, but after the annual reporting period (August – November) where companies report their annual results and give an insight into the next six to twelve months; this is also a hive of activity.

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November 13, 2017
 


Investing beyond the Big Four Banks

by Mark Causer and Investor Mutual Limited (IML)

Another week and yet another big four bank making national headlines – a positive this week! The big four have indeed come under considerable media scrutiny over the last 12 – 24 months. Some of this is possibly warranted and some……well it sells newspapers.

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September 26, 2017
 


August 2017 represents the 10 year anniversary of the Global Financial Crisis.

Today, there remains several and varied concerns that Financial Keys considers as part of its overall investment research commitment. These include Geopolitical as well as simple home grown risks.

Today we catch up with AMP's Shane Oliver who gives us his thoughts on this faithful anniversary, what have we learnt and his view on the likelihood of this repeating itself.

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August 30, 2017
 


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