Market Update - Month Overview (January 2026)

Global markets opened 2026 strongly, with broader equity leadership across emerging markets, small caps and commodities, while bond yields rose as the US Federal Reserve adopted a more neutral stance. In Australia, equities gained on resource strength, the RBA lifted rates to 3.85% amid persistent inflation, and the AUD strengthened on higher rates and firm commodity prices and widening yield differentials.

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Jenni Anderson
Importance of Due Diligence before buying a business

Buying a business can be an exciting opportunity to step into ownership, expand your portfolio, or fast-track growth without starting from scratch. However, beneath the surface of a promising business can lie hidden risks that may significantly impact its value and future success. This is where thorough due diligence becomes essential.

Due diligence is the process of carefully investigating a business before committing to a purchase. It allows buyers to confirm that what they are buying matches what has been presented and to identify potential issues before they become costly problems.

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Jenni Anderson
Which generation tops housing wealth in Australia?

Myth busted! Baby Boomers no longer own the bulk of housing wealth in Australia. We reveal who does, and how you could get started in the property market. As many Baby Boomers (those born between 1946 and 1964) start to enjoy their retirements, they are passing the baton of property ownership over to the next generation. A new report by KPMG reveals that Gen X (born 1965-1980) now holds more property-based wealth than any other generation. Not to be outdone, Millennials (1981-1996) are also making a strong start in property wealth. Let’s take a look at what’s happening, and how much property wealth each generation has accumulated to date.

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Jenni Anderson
Private Ancillary Funds (PAFs): Making Your Giving Go Further

For many of us, giving back is important, but figuring out the best way to make a lasting impact can be tricky. That’s where a Private Ancillary Fund, or PAF, can help. A PAF is a type of charitable fund that lets you plan your giving in a personalised, structured way while keeping control over how and when your donations are made.

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Jenni Anderson
How much do you need to live a comfortable retirement

Retirement is a milestone many of us look forward to. A time to relax, travel, pursue hobbies, and spend meaningful time with loved ones. But to truly enjoy this phase of life, good financial planning is essential. So how much do you really need to live a comfortable retirement? The answer depends on your lifestyle goals, anticipated expenses, expected income sources, and how early you start planning, especially with professional guidance.

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Jenni Anderson
Crypto Investment Considerations & Performance

Cryptocurrency continues to attract investor interest, particularly during periods of strong performance and heightened media attention. While digital assets can offer diversification opportunities, they also come with unique risks that investors need to understand before allocating capital.

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Jenni Anderson
5 Signs Your Business Is Ready for a Virtual CFO

As businesses grow, financial management becomes more complex. While bookkeeping and compliance are essential, many business owners reach a point where they need deeper financial insight and strategic guidance — without the cost of a full-time Chief Financial Officer (CFO). That’s where a Virtual CFO (vCFO) can add real value. A vCFO provides high-level financial expertise on a flexible, cost-effective basis. If you’re unsure whether the time is right, here are five key signs your business may be ready.

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Jenni Anderson