News — Aegis Financial Planning

5 Steps to get on top of your finances

If you are thinking about getting on top of your finances in 2025; here are 5 practical steps you can take.

Luke KiddFebruary 4, 2025

December 2024 Quarterly Market Update

Read our latest market and economic update for the fourth quarter of 2024

Luke KiddJanuary 16, 2025

Prepare for Life | Summer 2024-25

Our partners at Centrepoint Alliance have published their latest “Prepare for life” newsletter.

Luke KiddDecember 6, 2024

Presidential Election 2024

Following Donald Trump’s victory, investment markets have reacted positively with the S&P 500 up over 2.5% and the NASDAQ also rising almost 3%. However, it is crucial to recognise that markets can be inefficient and driven by emotions.

Luke KiddNovember 22, 2024

September 2024 Quarterly Market Update

Read our latest market and economic update for the third quarter of 2024

Luke KiddOctober 23, 2024

Prepare for Life | Spring 2024

Our partners at Centrepoint Alliance have published their latest “Prepare for life” newsletter.

Luke KiddSeptember 24, 2024

The Home Equity Access Scheme: Is it right for you?

The Home Equity Access Scheme offers retirees extra funds without affecting pension benefits. But what are the potential risks? Understand how it could transform your retirement.

Luke KiddSeptember 9, 2024

Ethical Investing Fundamentals

For investors, superannuation holders and retirees in Australia, ethical investing can be a meaningful way to align their investments with their personal values while working toward achieving their financial goals and objectives.

Luke KiddAugust 19, 2024

June 2024 Quarterly Market Update

Read our latest market and economic update for the second quarter of 2024

Luke KiddJune 30, 2024

Prepare for Life | Winter 2024

Our partners at Centrepoint Alliance have published their latest “Prepare for life” newsletter.

Luke KiddJune 10, 2024

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This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.

Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Alliance Wealth nor its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.