Advance Financial Planning

14/05/2025

The April 2025 Market Commentary provides research insights on the global economy and the performance of financial markets. Details in our latest blog post.

The April 2025 Market Commentary provides research insights on the global economy and the performance of financial markets.

26/03/2025

With a looming Federal Election, last night the Australian Government handed down the 2025-26 Federal Budget.

It is no surprise that ongoing cost-of-living pressures, with added global challenges of trade wars as well as the seemingly never-ending debate about housing affordability continue to affect consumer confidence.

We have summarised key insights and information in our latest blog post to help our clients better understand what the proposed changes could mean.

With a looming Federal Election, last night the Australian Government handed down the 2025-26 Federal Budget.

11/03/2025

The February 2025 Market Commentary provides research insights on the global economy and the performance of financial markets. Details in our latest blog post.

The February 2025 Market Commentary provides research insights on the global economy and the performance of financial markets.

16/02/2025

The January 2025 Market Commentary provides research insights on the global economy and the performance of financial markets. Details in our latest blog post.

The January 2025 Market Commentary provides research insights on the global economy and the performance of financial markets.

17/12/2024

The November 2024 Market Commentary provides research insights on the global economy and the performance of financial markets. Details in our latest blog post.

The November 2024 Market Commentary provides research insights on the global economy and the performance of financial markets.

06/11/2024

The October 2024 Market Commentary provides research insights on the global economy and the performance of financial markets. Details in our latest blog post.

The October 2024 Market Commentary provides research insights on the global economy and the performance of financial markets.

04/10/2024

The September 2024 Market Commentary provides research insights on the global economy and the performance of financial markets. Details in our latest blog post.

The September 2024 Market Commentary provides research insights on the global economy and the performance of financial markets.

12/09/2024

https://advancefp.com.au/practice-of-the-year-award-2024/

At the recent NPFS Annual Conference, we were honoured with the prestigious Practice of the Year Award 2024 and Britt Mueller was one of three finalists for the Rising Star Award 2024.

06/08/2024

Welcome to our team - Alex Lambert

Alex recently joined Advance Financial Planning, bringing with him valuable experience as a Treasury Analyst with a national accounting and audit firm. He holds a Bachelor’s Degree in Economics and is currently pursuing a Master of Financial Planning at Deakin University. Alex is committed to continuously expanding his knowledge of the financial advice industry and is passionate about helping clients achieve their financial goals.

In his role as Paraplanner, Alex will be responsible for preparing Statements of Advice and Records of Advice, along with other essential financial planning documents.

Please join us in welcoming Alex to the team. We are confident that his contributions will be a great asset to both our team and clients.

06/06/2024

The May 2024 Market Commentary provides research insights on the global economy and the performance of financial markets. Details in our latest blog post.

The May 2024 Market Commentary provides research insights on the global economy and the performance of financial markets.

15/05/2024

https://advancefp.com.au/federal-budget-summary-2024-25/

On Tuesday evening, the treasurer Jim Chalmers handed down his third Labor budget. A Budget surplus of $9.3 billion is forecasted for 2023-24 which will be short-lived with an underlying cash deficit of $28.3 billion is expected in 2024-25 (and a $42.8 billion deficit for 2025-26). The Budget noted....