Market Update - Month Overview (July 2025)

Australian shares gained in July, supported by expectations of interest rate cuts, while global markets were lifted by strong US technology earnings. Emerging economies outperformed developed markets, with China and Korea leading gains. Commodity prices and currencies remained volatile, reflecting ongoing trade tensions and global uncertainty, creating both risks and opportunities for investors.

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Jenni Anderson
Planning for Aged Care Costs | Financial Advice for Retirement & Support

As Australians live longer, more families are facing the reality of aged care. While the conversation can be difficult, preparing early reduces stress and ensures the right financial strategies are in place.

The cost of aged care varies depending on whether you need home support, residential care, or specialised services. Fees may include daily care fees, accommodation payments, means-tested contributions, and optional extras. Without a plan, these costs can quickly eat into personal savings and place pressure on family finances.

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Jenni Anderson
How your home can help your kids get a great education

Location, location, location. Or should we say: education, education, education. New research shows homes in the catchment areas of sought-after public schools can command six-figure price premiums. Here’s why. Your home can be much more than a roof over your head. It’s also an investment that may build personal wealth and serve as a form of disciplined saving.And a new analysis by Cotality (formerly CoreLogic) shows our homes can also play an unexpected role, such as helping our kids enjoy a decent education.

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Jenni Anderson
Understanding Financial Abuse: Recognising the Signs and Knowing Where to Turn

Financial abuse is one of the most insidious and least visible forms of control - and it can happen to anyone. At our firm, we’re committed not only to supporting our clients’ financial wellbeing, but also to raising awareness about risks that can undermine it. Whether it occurs in the context of elder abuse, family violence, or intimate relationships, financial abuse often leaves victims without access to their own money, without control over financial decisions, and in some cases, without the ability to leave unsafe situations

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Jenni Anderson
Strategic Growth Through Financial Visibility: The Power of Regular Reporting, Meetings, and Interactive Dashboards

Business owners often make critical decisions under pressure - decisions about hiring, investment, pricing, or cash flow - without having full visibility of their financial position. In our experience, businesses that invest in structured reporting frameworks, regular strategic meetings, and interactive dashboards are significantly better positioned to manage risk, seize opportunities, and scale sustainably.

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Jenni Anderson