Category: Insights

Managing the retirement risk zone

Lori Hoffmann April 15, 2025 No Comments

There’s no telling how the market will perform in a given year. But all the ups and downs you learned to live with throughout your working life become much more…

Trump Tariffs – A Market Update

Lori Hoffmann April 8, 2025 No Comments

On April 2, US President Donald Trump announced wide ranging tariffs which surprised investment markets in both their magnitude and variability. Investment markets reacted negatively to the announcement as investors…

Federal Budget 2025-26

Lori Hoffmann March 26, 2025 No Comments

Consistent with market expectations, the 2025-26 Federal Budget was relatively uneventful amidst an uncertain economy, global trade wars and rising tariff tensions. The focus was on targeted cost-of-living relief ahead…

The Trump effect: an update on recent market volatility

Lori Hoffmann March 12, 2025 No Comments

2025 started mostly on a positive note for markets. The United States (US) was poised for growth, and whilst the US market appeared expensive, many were predicting another good year…

Cropped image of man on smartphone with credit card in hand.

What you need to know about the Global Banking Market

support September 18, 2024 No Comments

CHAOS REIGNED across global markets this week as investor concerns became sharply elevated due to the collapse of three small banks in the US and the Credit Suisse crisis that…

Woman sitting on couch relieved to read that inflation is cooling.

Encouraging Signs Inflation is Cooling

support March 2, 2024 No Comments

WHILE THE 0.5% GROWTH FIGURE for the December quarter and 2.7% estimate for all of 2022 was on forecast, a tantalising bit of economic data is the sharp month on month…

Australian CPI lower than expected

support July 27, 2023 No Comments

AUSTRALIAN CONSUMER INFLATION showed signs of slowing in the three months to June, with an annual rate of 6.0%, down from 7.0% in the previous March quarter. Despite this decrease,…

Federal Budget 2023-24

support May 10, 2023 No Comments

IN A CHALLENGING economic climate that has seen many Australians grappling with pressure from rising interest rates and living costs, Australian Treasurer Jim Chalmers has handed down the 2023-24 Federal…

Certe Acquisition Marks the Genesis of New Professional Services Powerhouse

support July 28, 2022 No Comments

Certe has acquired financial advisory business, Genesis Financial Partners, to create a large, integrated professional services firm with 20+ staff including nine advisers. The deal will significantly expand Certe’s risk…

Corporate Group Insurance Update – The Impact of COVID-19

support May 28, 2020 No Comments

Since the arrival of COVID-19 on the shores of Australia we have seen many businesses impacted including our clients and insurers. Having an employee insurance program is a great way…

Certe is part of the AZNGA Group. General Advice Warning: The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. Certe Wealth Protection Pty Ltd (ABN: 31 150 270 278) and Genesis Financial Partners (ABN: 24 095 795 878) are Corporate Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.

Category: Insights

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