Insights

Insights

Read, watch and listen to our latest market commentary and helpful guidance to help you stay informed about key financial matters.

Commentary

Read, listen and watch our latest market commentary and personal finance.

Article
Omicron and hawkish Fed concern markets
By Garry White
03 Dec 2021 | 6 min read
Article
Do countries have too much debt?
By Charles Stanley
03 Dec 2021 | 6 min read
Article
November’s most widely bought and sold funds
By Rob Morgan
Spokesperson & Chief Analyst
03 Dec 2021 | 2 min read
Article
Charles Stanley achieves five-star rating at 2021 Financial Adviser Service Awards
By Charles Stanley
03 Dec 2021 | 1 min read
Article
Why markets have fallen
By Charles Stanley
01 Dec 2021 | 4 min read
Article
It’s good to talk
By Rob Morgan
Spokesperson & Chief Analyst
30 Nov 2021 | 4 min read
Article
The pandemic shakes markets and Germany goes greener
By Charles Stanley
29 Nov 2021 | 5 min read
Article
New Covid-19 variant hits travel and markets
By Garry White
26 Nov 2021 | 7 min read

Knowledge

Get more informed about your finances, with our helpful guides and knowledge hubs

Knowledge
How can you become a responsible investor?
Building wealth for the future is important, but increasingly people want their investments to do more than make money.
1 min read
Knowledge
Be more conscious
Building wealth for the future is important, but increasingly people want their finances to do more than make money.
1 min read
Knowledge
Be more curious
We want to encourage more questions, so we can help provide the answers. Whether it’s your first foray into investing or you’re exploring your options for the future, curiosity gives rise to understanding and confidence.
1 min read
Knowledge
Be more confident
Rarely are we comfortable or confident to talk about money.
1 min read

Stories

Engaging, emotional and practical stories of how we have helped our clients start conversations about their finances.

Keep calm and carry on investing
Read Jeremy's story about Linda, who opened a discretionary portfolio with us years ago, valuing our personal approach and level of communication with her. She has since brought her children into the conversation too.
By Jeremy Robinson
Senior Investment Manager
Planning for the unexpected
Read Julie's story of how she helped Arthur & Rose as their situation changed when Rose started to have ongoing health problems. Opening up the conversation with their daughters helped everyone feel supported.
By Julie Crombie
Financial Planner
A world of opportunities in retirement
Read Alex’s story on how she helped her client, Andrew, see there was a world of opportunities for his retirement, which he can fully enjoy now, by including his sons in their conversations.
By Alexandra Price
Director of Financial Planning
A family affair
Read Katie’s story of how she helped a family for over 20 years, passing on their wealth through generations and help them understand the benefits and responsibilities that come with being relatively wealthy.
By Katie Presland
Senior Investment Manager