Meet the Team! Name: Daniel Duan Role: Associate Adviser Qualifications/Experience: Diploma of Financial Planning/ Implementation, Client Services. Why did you choose the finance industry? It has always been a passion of mine and I have always been interested in finance. What did you want to be when you grew up? A Financial Adviser! What do [...]
A TEAM THAT PLAYS TOGETHER, STAYS TOGETHER! This year the Navwealth team retreat was in beautiful Bowral. As always it was a wonderful opportunity for the team to come together and have some fun, whilst sharing ideas and working collaboratively towards our goals for 2020. Highlights included fun games of tug of war & dodgeball, [...]
Bendooley Estate is the beautiful, tranquil, unique (and successful) brain-child of Paul Berkelouw and his family. Located in the magnificent Southern Highlands Bendooley has earned an outstanding reputation as a wedding venue, cellar door, restaurant and destination for accommodation. Recently the Navwealth team visited Bendooley Estate and were fortunate enough to meet Paul Berkelouw, who [...]
As we enter the final stretch of the 2019 calendar year, a look back and reflection shows that it certainly hasn't been dull. We regularly get feedback, especially from the clients who have been with us for many years, that they like to hear about what is going on at Navwealth. I have spent some [...]
Thank you to everyone who attended 'A Night With Navwealth' on Tuesday night at Macquarie Bank. We enjoyed a very informative economic update from Macquarie's Associate Director, Ben Forrester and were very entertained by Jackie Furey's presentation on Love & Money. It was also lovely to catch up with so many Navwealth clients. We received wonderful [...]
Key Points Following a dismal finish to 2018, share markets bounced out of their early January lows to record a strong start to the 2019 calendar year. Major highlights for the quarter included: A strong recovery in global and domestic equity markets Fixed interest markets rallied with Australian bonds hitting a new all-time low (as [...]
What is STP? Single Touch Payroll is a new Australian Taxation office Initiative aimed to provide real time (or limited time) online payroll reporting. It is also being touted as a system or method for employers to lodge employee payroll details with the ATO. What payroll data do you need to know? STP reports [...]
After showing great promise throughout the year, 2018 has ended disappointingly for investors. As at mid-December, Australian and global share markets have produced returns of negative 2% to 3% (including dividends) for the calendar year. Cash and fixed interest returns have been moderately positive, ranging from less than 1% for global fixed interest to just [...]
A comment on Equity Market Volatility The market’s recent weakness (the S&P/ASX 2001 is down 9.8% and in the US the S&P 500 is down 7.1% from their recent highs) has been the result of a confluence of factors, in particular, i) continued US Federal Reserve rate rises as well as rising bond yields, ii) [...]
The recent federal budget once again provided some insights into the governments broader fiscal plans for the economy, however, given the current political environment, a looming federal election and the fact that most budget initiatives will not commence until June 2019, there is a real possibility that the budget initiatives will not be passed and [...]
