Educational

Welcome to the October addition of the Thesan Private Wealth update. With the recent escalations in the Middle East, I thought it would be appropriate to address how geological event impact the share market. Along this this, provide some commentary on what we expect to occur over the coming months, followed by an educational piece […]

Welcome to the Spring edition of the Thesan Private Wealth update. Who would have thought that there are only a little over 100 days until Christmas!!! In this month’s update, we’ll keep it local by reviewing and summarising the notes of the latest Reserve Bank meeting, as these notes provide us a great insight into

Welcome to the August update from Thesan Private Wealth. In this month’s update, we’ll review superannuation scorecards of some leading Industry superannuation funds, update you on the recent share market movements, and cover off what’s been happening in the property market. Share Market Update With barely a month into the new financial year, the market

We are excited to welcome you to a new financial year! In this month’s update, I’ll cover off a number of significant changes that took effect on July 1st and provide some market predictions for the upcoming year. Last year was extraordinary for our clients, with many experiencing exceptional market returns. Some accounts saw growth

Welcome to our June newsletter! As we navigate the ever-evolving financial landscape, it’s crucial to stay informed and vigilant. This month, we’re bringing you the latest market insights and trends, as well as awareness on financial scams that you should be wary of around tax time. As always, I am transparent and open to any

Welcome to our May newsletter. After concentrating on market-related updates in my previous communications, I’ve decided to shift my focus this month. We’ll be exploring key areas the Australian Taxation Office (ATO) is homing in on this year, along with recent actions taken by the Australian Securities and Investments Commission (ASIC) to address the issue

I hope that you and your loved ones had a joyous Easter celebration, filled with moments of peace and rejuvenation. For those of you who’ve had the house abuzz with the energy of children enjoying their school holidays – as delightful as their presence is – you’re probably looking forward to the return of routine

As we watch the Easter-themed shelves in supermarkets swiftly replace the remnants of festive décor, it’s a stark reminder of how quickly the year progresses. Chocolate eggs and hot cross buns are not just heralds of an approaching Easter; they also signify that the financial year is advancing steadily. With just over three months until

One of the most important roles of a financial adviser is to develop a personalised financial plan that meets your specific needs and goals. We help you set realistic financial goals, such as saving for retirement, buying a home, or starting a business, and help you create a plan to achieve those goals. Starting the

Unlock the Powerful Benefits of a Diversified Investment Portfolio with Matthew Tuton Discover the savvy strategy to protect and grow your wealth with a diversified investment portfolio. By combining property investments with shares, you can effectively minimize risks and increase your potential for returns. Why is diversification so crucial? By investing in both property and