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Investing is full of jargon and technical terms that can make getting started or managing your investments seem intimidating. Learn more about the key terms involved.

Strategic Financial Advice

You may be eligible to make concessional contributions that are greater than the annual cap if you haven’t fully used your concessional cap in an earlier year. This could help you to save even more for retirement, while also managing tax.

Strategic Financial Advice

Earning interest on interest: learn how the power of compounding can send your savings rocketing.

Strategic Financial Advice

July was a relatively uneventful month in financial markets and volatility remained low. Risk assets continued to perform well despite a sharp increase in the oil price. In fact July was the best month for oil since January 2022.

Strategic Financial Advice

If you receive the Age Pension, recent changes to means testing for retirees could put more money in your pocket.

Strategic Financial Advice

When the news is filled with headlines about market movements, it’s normal to feel a bit anxious. Here are three things to keep in mind the next time share markets aren't behaving the way you'd like them to.

Strategic Financial Advice

A progress report on inflation: Inflation appears to have peaked, led by improvements in core goods prices and rate sensitive sectors like housing. The policy focus has shifted to labour market normalisation where early signs of progress are emerging.

Strategic Financial Advice

Many Australians were fortunate to lock in record low interest rates but this may be drawing to an end.

Strategic Financial Advice

Successful investing can be really difficult in times like now with immense uncertainty around inflation, interest rates, issues in global banks and recession risks impacting the outlook for investment markets.

Strategic Financial Advice

Investment markets were relatively calm in April, following a period of heightened volatility in March when banking failures in the US and Europe had shaken confidence.

Strategic Financial Advice

When you’re still employed and earning a salary, there’s money coming in you can rely on. In retirement, in the absence of a regular salary you’ll need to find a new way to secure enough income to cover your living costs.

Strategic Financial Advice

Unlike in other regions, inflation still appears to be accelerating in Australia. Headline inflation rose at an annual rate of 7.8% in the December quarter, while the ‘trimmed mean’, the favoured measure among Reserve Bank of Australia officials, quickened to 6.9% year on year. This was the highest level since the series was introduced in 2003.

Why you landed here

Phillip Anthony Partners joins Paris Financial East Melbourne

We are pleased to share that the team at Phillip Anthony Partners have merged with Paris Financial. Our team at Paris Financial can provide you with a large range of quality financial services with over 65 people located across two convenient locations in Blackburn and East Melbourne.

Paris Financial shares the same philosophy as Phillip Anthony Partners of providing a value focused and high quality service for each of our clients. We look forward to assisting with your accounting needs.