Keep Wealth Partners

https://www.keepwp.com.au/navigating-the-current-global-economic-landscape/

Navigating the current global economic landscape The global economic landscape has witnessed unprecedented shifts and challenges in recent years, leaving investors around the world to grapple with uncertainty

https://www.keepwp.com.au/whack-a-mole/

Whack-a-mole I am sure that we can all remember the carnival game of whack-a-mole; it had many variants but essentially a mole puppet would pop up out of a random hole and y

https://www.keepwp.com.au/where-are-interest-rates-headed/

Where are interest rates headed? Interest rates are certainly on the rise, so much so that the recent sell off in bonds has been the biggest seen in almost 50 years.

https://www.keepwp.com.au/2022-the-year-you-make-those-promised-changes/

2022 - the year you make those promised changes Like many Australians, the last couple of years have led us to critically examine what’s important in life. What have we achieved since the start of the pande

https://www.keepwp.com.au/is-chinas-evergrande-crisis-the-start-of-the-next-global-financial-crisis/

Is China’s Evergrande crisis the start of the next Global Financial Crisis? In a world of headlines and 30 second attention spans, the crisis engulfing China’s second largest property developer, Evergrande, certainly brings back painf

https://www.keepwp.com.au/lockdown-5-6-7-should-i-take-a-brolly-what-shoes-should-i-wear/

Lockdown 5, 6, 7… Should I take a brolly? What shoes should I wear? You know when you’re scrolling through the weather app and it gives a ‘chance of rain’ percentage and ‘possible rainfall’ millimetres measure? A good

https://www.keepwp.com.au/the-four-sleeping-giants/

The four sleeping giants Mountains are sometimes referred to as sleeping giants. Sleeping because from a distance, they are majestic and have a certain stillness. Giants because of thei

https://www.keepwp.com.au/lockdown-2-0/

Lockdown 2.0 “Hello darkness, my old friend. I’ve come to talk with you again” said Paul Simon1 about the six week Melbourne lockdown. Just when 2020 was getting a lit

https://www.keepwp.com.au/your-financial-wellbeing-is-not-dependent-upon-2020-predictions/

Your financial wellbeing is not dependent upon 2020 predictions A new year can bring fresh ideas and brave new commitments that most of us will, unfortunately, simply forget about over the course of the year. The difference

https://www.keepwp.com.au/brexit-part-iii-omnishambles/

https://www.keepwp.com.au/game-of-chicken/

Game of chicken Are they MAD? – This is a monumental game of chicken. US President Donald Trump and China’s President Xi Jinping, are currently engaged in a monumental gam

https://www.keepwp.com.au/ifa-excellence-awards-2019/

IFA Excellence Awards - 2019 We’re delighted to announce that following last year’s recognition, we’ve once again been shortlisted as finalists in two categories of the IFA Excellence

https://www.keepwp.com.au/keep-wealth-announces-major-sponsorship-deal/

Keep Wealth announces major sponsorship deal We’re delighted to announce that Keep Wealth Partners is now one of the official partners of Murrumbeena Junior Football Club. Our spiffy new sign might not

https://www.keepwp.com.au/is-your-inaction-about-to-cost-your-family-thousands/

Is your inaction about to cost your family thousands? If you’re one of those people who skim reads and immediately files letters from your superannuation fund providers, or worse completely ignores them, then now

https://www.keepwp.com.au/i-feel-a-great-disturbance-in-the-force/

"I feel a great disturbance in the force" Obi Wan Kenobi wasn’t talking about the yield curve when he uttered these words, but his sense of foreboding has parallels with some of the commentary over th

https://www.keepwp.com.au/the-royal-commission-its-all-about-trust/

The Royal Commission - it's all about trust - Keep Wealth Partners After 68 days of hearings, 130 witnesses (one collapse), over 10,000 public submissions and one particularly awkward photo op between Commissioner Kenneth Hayne and Treasurer Josh Frydenberg, we were given the final Banking Royal Commission report. We wrote extensively in May and December last year....

https://www.keepwp.com.au/winter-is-coming-2018-report-card-and-2019-outlook/

Winter is coming! - 2018 report card and 2019 outlook - Keep Wealth Partners Now that the kids are back at school, the roads and trains are full and Australia has kicked back into full capacity, it’s time to peer into our crystal ball again. Unlike President Trump, I am happy to admit I’m borrowing a famous quote from the hugely popular series ‘Game of Thrones’. But ...

https://www.keepwp.com.au/brexit-part-ii-we-can-still-be-friends/

Brexit (part II) - we can still be friends - Keep Wealth Partners Having recently interviewed my pro-Brexit dad (click here for part I) about his views on the whole Brexit mess and why he voted to leave, I thought I should balance it out with the alternative view from a pro-EU member of the family. But first a brief update – after months of negotiation the UK .....

https://www.keepwp.com.au/the-good-and-bad-of-humanity/

The good and bad of humanity - Keep Wealth Partners Throughout the ages philosophers have pondered the very nature of humanity. From Augustine’s doctrine of original sin through to Jean-Jacques Rousseau’s discourse on inequality, the question of whether humanity is innately good or bad has been contemplated, discussed and fiercely debated.  In r...

https://www.keepwp.com.au/property-market-going-going-gone/

Property Market - going, going, gone? - Keep Wealth Partners On 16 September 2018, 60 Minutes Australia aired a story warning of the impending crash in housing prices. In the story, Martin North, a data scientist, warned that we could soon see the same impact as the Ireland property bubble here in Australia and that property prices could fall as much as 40%,....

https://www.keepwp.com.au/brexit-the-view-from-middle-england/

Brexit - the view from 'Middle England' - Keep Wealth Partners Having just returned from England to celebrate mum and dad’s golden wedding anniversary (love your work!) I thought it’d be a good opportunity to reflect on another relationship that that’s also been going on for the better part of 50 years but is currently undergoing a messy divorce. Britain ...

https://www.keepwp.com.au/ifa-excellence-awards/

IFA Excellence Awards - Keep Wealth Partners Finalists have been revealed for the 2018 IFA Excellence Awards which recognise best practice and celebrate independently minded and client-centric advice. We’re delighted to announce we’ve been shortlisted as a finalist in two categories: Best New Licensee Boutique Advice Firm of the Year Regar...

https://www.keepwp.com.au/no-nation-was-ever-ruined-by-trade/

"No nation was ever ruined by trade" - Keep Wealth Partners Benjamin Franklin – 1774. Last financial year was a tale of two halves, the first half ending 31 December 2017 was one of a positive note as equity markets continued to trend higher based on a story of synchronised global growth, benign inflation and corporate tax cuts in the US. Unfortunately, th...

https://www.keepwp.com.au/end-of-financial-year-super-and-tax-planning-tips/

End of financial year super and tax planning tips - Keep Wealth Partners As we approach the end of the financial year, now’s a good time to make sure you have your super and tax planning in order. Here are some pointers though we encourage you seek advice from a financial adviser, accountant or tax agent as these may not be appropriate for your individual circumstances...

https://www.keepwp.com.au/italy-leans-to-the-right/

Italy leans to the right - Keep Wealth Partners During quieter news periods, market volatility can increase as company information is replaced with speculation on trade wars, tax policies that may or may not pass and who will win the next election. Often these matters are not trivial and can impact upon companies. The problem is that we are usual...

https://www.keepwp.com.au/charity-begins-at-home/

Charity begins at home…. - Keep Wealth Partners … and quite literally in the case of our amazing client (and obsessed Richmond supporter) Deborah Holmes, who runs Avalon Centre out of her home in East Malvern. Deb founded the Avalon Centre in 1987 to assist those in society with unmet needs. This includes the homeless, people with mental health...

https://www.keepwp.com.au/the-royal-commission/

The Royal Commission - Keep Wealth Partners Main Image – Liberal government meeting to discuss the need for a Banking Royal Commission, circa 2016. For balance, let’s not pretend the sort of deplorable behaviour we’re hearing about wasn’t occurring under previous Labor governments, but the sheer number of recent financial scandals mea...

https://www.keepwp.com.au/long-distance-grandparenting/

Long distance grandparenting - Keep Wealth Partners You try to bring your kids up to be confident independent adults and how do they repay you – they use that confidence and independence and set up home interstate or overseas. Being one of those who emigrated 17 years ago from England and is now a fully-fledged Aussie (sporting loyalties aside) I.....

https://www.keepwp.com.au/look-past-headlines/

Look past the headlines - Keep Wealth Partners Whoa! slow down! Let’s get some perspective. The snippets above are just some of the thousands of ‘click-bait’ headlines from the online news sites in the last 48 hours. If they’re to be believed then we’re all doomed. Headlines Of the headlines above, my favourite one was ‘The Dow Jones...

https://www.keepwp.com.au/should-i-split-with-my-spouse/

Should I split with my spouse? - Keep Wealth Partners | Wealth Management Melbourne Before we go any further, no we’re not offering relationship advice, just super advice! The superannuation reforms effective from 1 July 2017 aim to limit the amount of tax concessions you can receive on your assets held within superannuation. However, as many couples have a real imbalance in thei...