Blog
A note from your Adviser – May 2020 review (share markets maintain momentum)
17 June
(Gary Gleeson) Asset class performance in May remained positive with a similar distribution of returns to April. Global equity markets were stronger (except in China) with the MSCI World Index rising 4.7%. The $A continued to...[Read More]
A note from your Adviser – Gary Gleeson March 2020 Review
20 April
(Gary Gleeson) MFM Group Markets sink in response to coronavirus spread Market performance across asset classes in March was dominated by the focus on the spread of the COVID-19 and the impact of containment measures put in place to slow its...[Read More]
How to value shares in a crisis: Gary Gleeson – March 2020
20 April
(Gary Gleeson) MFM Group Hillross Given the wild and unprecedented daily swings in share market valuations we have witnessed over recent weeks, it is clearly apparent there is not a strong market consensus as to what shares are worth in the midst...[Read More]
MFM March 2020 Newsletter
30 March
MFM - A note from you Adviser - March 2020
Welcome to the May 2017 budget edition – a note from your Adviser
16 May
On Tuesday 9 May 2017, the Treasurer, Scott Morrison, released the Government’s 2017-18 Budget. This year’s Budget won’t significantly impact retirees; however, there were plenty of changes announced that could affect you. It’s...[Read More]
How will the budget effect you?
16 May
(Source) Melbourne Financial Management Group Superannuation Additional super contributions for downsizers From 1 July 2018, individuals aged 65 and over will be able to make an after-tax super contribution of up to $300,000 ($600,000 for...[Read More]
Welcome to the February 2017 edition of the MFM Group newsletter
17 March
We hope this note finds you well. It has been a very busy start to the year with changes to the Age Pension Asset Test taking effect on the 1st January 2017. The changes mean that an estimated 91,000 part pensioners have lost their Age Pension...[Read More]
Hello and welcome to the August edition of the MFM Group newsletter
26 August
Since our last update the frenzy surrounding tax time and the start of financial year has begun to taper off and concern regarding the global market seems to have settled for the moment. The RBA commenced August with a bang and dropped interest...[Read More]
An important update from your financial advisor
28 June
Once again we have been hit with an event that is causing uncertainty and volatility in the international economy and spilling over into our economy. Against the run of the opinion polls and the betting markets in the final few days before the...[Read More]
A note from your financial advisor
19 January
Hello and welcome to the first edition of the MFM Group newsletter for 2016. We trust everyone had a fantastic Christmas and New Yearâs break and excited about what this New Year holds. All of us in the Box Hill and Greensborough offices...[Read More]
Is your family protected?
29 August
Australia is one of the most under insured countries in the world with a recent study showing Australians are under insured by a whopping $1.37 Trillion dollars. Some alarming statistics that show in Australia: 1 in 2 Australian men and 1 in...[Read More]
A note from your financial advisor
3 August
Welcome to the August 2015 edition of the Melbourne Financial Management Group newsletter. In news this week, the Australian Institute of Superannuation Trustees has today released the paper, âBusting the $1 Million Retirement...[Read More]
Welcome
9 June
Hi and welcome to the first edition of our email newsletter. We are very pleased to be able to bring you this first edition of the MFM Group newsletter, to deliver to your mailbox some topical and informative articles. Just in case you are not...[Read More]