Insights

Updates and reports

Quarter 4 2024

KEY POINTS Global equity markets responded positively to the clear-cut U.S. election result. However, concerns that US cash rates will not fall by as much as previously expected caused bond yields to rise and US equity valuations to decline towards the end of...

March 2025

FEDERAL BUDGET MARCH 2025-26 Key points Many measures were pre-announced, but key new measures include tax cuts from 2026-27 & more cost of living support. While the revenue windfall is expected to continue, it's mostly being spent on new measures...

Articles

The impact of ‘controlling the controllables’

Personal finance is a complex and dynamic labyrinth to navigate. Interest Rates. Markets. Stock prices. Inflation. With so much external variability, at times it feels like the wheel is beyond grasp. Yet, while it is the case that external forces can and often do impact our financial position, this does not mean we should feel powerless.

Understanding investor temperament

In the world of finance, where markets are often unpredictable and emotions run high, understanding and nurturing investor temperament is key to achieving long-term financial success. This article explores the concept of investor temperament, delving into the differences between delegators and validators, and uncover how a trusted financial adviser can significantly enhance your investment experience.

Long term investing: The power of the long game

In the fast-paced world of finance, where trends come and go, it’s easy to be enticed by the allure of quick gains and instant gratification. However, the true power of investing lies in recognising that it is a long game—a patient and strategic journey that can lead to substantial wealth and financial success.

Zone Financial

We are a strategic wealth advisory for forward thinking individuals and families, supporting them to use their wealth with intention and purpose to create the life and legacy they choose.