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 for US equities. Globally, inflation appeared to be under control or least on a downward trajectory. The usual mix of geopolitical tensions, domestic politics, and […]
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 saw the bank bailed out. However, a closer look at the specific situations shows that investors could be creating connections that aren’t there – meaning, […]
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 fall in inflation in January. The Australian Bureau of Statistics monthly inflation indicator came in at 7.4%, down noticeably from the surprise 8.4% reading in […]
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, concerns remain at the Reserve Bank about the persistent rise in costs across the economy. The Australian Bureau of Statistics reported that core inflation also […]
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 Budget. Key announcements: Deloitte’s Budget Digest provides an excellent snapshot of the proposals and what they could mean for your finances and lifestyle. Keep in […]
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 insurance and employee benefits business, and bring additional capability in holistic financial advice and wealth management. The combined group’s client base, which includes many large […]
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 to stand out from your competitors. As we head in to the next 12 months and beyond, many companies will review their employee insurance benefits […]
In late April, Certe Wealth Protection struck a deal with AZ Next Generation Advisory (AZNGA) to help drive further growth in our business. Certe now has the financial backing of a large integrated accounting and financial advisory business to help improve our offering to our clients. AZNGA saw the quality and value of Certe’s service […]
With many individuals experiencing the financial impact of COVID-19, you may be looking to lodge your 19/20 FY tax return early to potentially receive a refund. Before the EOFY, it may be worthwhile spending time looking at ways to maximise deductions, offsets and contributions in order to maximise your tax refund. Here are a few […]
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.
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