MONTHLY SNAPSHOT ARCHIVE
Every month, Phil Thompson from Rise Financial presents a snapshot of the financial markets across Australia and across the globe.
Provided below are various snapshots, which will give you a feel for Rise Financial’s approach to financial planning.
July 2024
Going for Gold
June 2024
How to end the financial year on a high note
May 2024
What does the Federal Budget mean for me?
April 2024
New increased super contribution caps
March 2024
Understanding the NEW $3 million Superannuation Tax
February 2024
Investing mistakes to avoid
January 2024
2023 Year in review: Defying predictions
December 2023
How to give back
November 2023
Aged Care Challenges In The Home
October 2023
A positive property outlook for some
September 2023
Should I buy insurance through my super?
August 2023
How iron ore plays a big part in our economy
July 2023
Will these super changes affect you?
June 2023
Setting yourself up for success in the new financial year.
May 2023
Federal Budget 2023-24 Analysis.
April 2023
How do interest rates affect your investments?
March 2023
Flexing Your Retirement Plans
February 2023
8 Retirement Mistakes and How to Avoid Them
January 2023
Inflation Dominated The Economic Landscape
December 2022
Sustainable Investing on the Rise
November 2022
Federal Budget 2022-23 Analysis
October 2022
Mortgage vs Super
September 2022
How Much Super Do I Need To Retire?
August 2022
Guide to Aged Care at Home
July 2022
A Super Window of Opportunity
June 2022
How to Manage Rising Interest Rates
May 2022
The Road Ahead for Shares
April 2022
Avoid the Rush: Get Ready for June 30
March 2022
Federal Budget 2022-23 Analysis
February 2022
Easing into Retirement
January 2022
2021 Year in Review
December 2021
Kicking Financial Goals in 2022
November 2021
A Helping Hand Onto the Property Ladder
October 2021
Responsible Investing on the Rise
September 2021
Aged Care Payment Options
August 2021
Investing Lessons from the Pandemic
July 2021
The new financial year rings in some super changes
June 2021
Counting down to June 30
May 2021
Federal Budget 2021-22 Analysis
April 2021
Bonds, Inflation and your Investments
March 2021
There’s More Than One Way To Boost Your Retirement Income
February 2021
Is An SMSF Right For You?
January 2021
2020 Year in Review
December 2020
What the US Election Means for Investors
November 2020
Making Your Savings Work Harder
October 2020
Federal Budget 2020-21 Analysis
September 2020
Getting Retirement Plans Back On Track
August 2020
Super Changes Add Flexibility
July 2020
The Housing Market: Shaken, Not Stirred
June 2020
Timing the Economic Reboot
May 2020
Keeping the Economy Moving
April 2020
Coronavirus Safety Net Expanded
March 2020
The Hunt for Dividend Income in 2020
February 2020
The Hunt for Dividend Income in 2020
January 2020
2019 Year in Review: A Year of Highs and Lows
December 2019
Our Retirement System: Good, But Room for Improvement
November 2019
Steering through choppy seas
October 2019
Building Wealth in Diversity
September 2019
Pensions to Rise as Deeming Rates Fall
August 2019
Is the Tide Turning on the Property Market?
July 2019
Making the Most of Falling Interest Rates
June 2019
Election 2019: A Vote for Continuity in an
Uncertain World
May 2019
How Much Super Is Enough?
April 2019
Federal Budget 2019-20 Analysis
March 2019
How to Keep Ahead of the Yield Curve
February 2019
Don’t Short-Change Your Medium-Term Goals
January 2019
2018 Year in Review
December 2018
Can You Afford Your Dream Retirement?
November 2018
Benefits of a Super Long Engagement
October 2018
Housing Prices Off The Boil
September 2018
Plugging in to Technology Stocks
August 2018
Making the Most of a Falling Aussie Dollar
July 2018
Have Oil Prices Peaked?
June 2018
Ready… Set… Are You Good To Go For The New Financial Year?
May 2018
Federal Budget 2018-19 Analysis
April 2018
It’s Time To Talk About Debt
March 2018
Home and Away with Super
February 2018
The Golden Rules of Investing
January 2018
2017 Year in Review: Fair Winds Guide Investment Returns
December 2017
Opportunities in the Cooling Property Market
November 2017
Lessons from the GFC 10 years on
September 2017
How to be prepared for climbing interest rates
August 2017
Home Ownership in the Spotlight
July 2017
Global Markets Navigate a Sea of Uncertainty
June 2017
Federal Budget 2017-18: Getting The Right Balance
May 2017
Federal Budget 2017-18: Getting The Right Balance
April 2017
Australia Still Punching Above It’s Weight
March 2017
Countdown To Super Deadline
February 2017
Beware of Pension Pressure
January 2017
A Global Sea Change
December 2016
How to Play the Trump Card
November 2016
Aged Care Changes and the Family Home
October 2016
Super Gets a Makeover, Again
September 2016
Home Care vs Residential – Options for Assisted Living
August 2016
Focus on Australia’s Credit Rating
July 2016
Australian Growth – Resilient In Tough Times
June 2016
Super Shake Up On the Way
May 2016
Federal Budget Analysis 2016 – 2017
April 2016
A New Era For Dividends
March 2016
Profiting from cheap oil
February 2016
2015 – A Year of Fire & Ice
January 2016
Cast your financial safety net
December 2015
How to handle a mortgage rate rise
November 2015
Win the investment race by navigating risk
October 2015
International trade barriers come tumbling down
September 2015
Shares down but not out
August 2015
Chinese dragon mauled by bears
July 2015
Are we in a housing bubble?
June 2015
Countdown to June 30
May 2015
Federal Budget 2015-2016 – Advance Australia Fair
April 2015
Australia: The Lucky Country
March 2015
Price pendulum swinging towards deflation
February 2015
2014 Year in review: A surprise package
January 2015
Resolutions for a wealthy future
December 2014
Plenty of upside in downward dollar
November 2014
Plan ahead for super pension changes
October 2014
Time to step up super contributions
September 2014
Oil price no longer hostage to war
August 2014
Homing in on aged care changes
July 2014
Financial Year 2013-2014 – Charting a steady course
June 2014
High-frequency trading on regulators’ radar
May 2014
Federal Budget 2014: ‘Pain with a purpose’
April 2014
Bitcoins: investment or mirage?
March 2014
Tapering the printing press
February 2014
2013 Year in Review: Many happy returns
January 2014
Retail to e-Tail – the changing landscape
December 2013
Tech boom – catching the second wave
November 2013
Seeking economic oracles
October 2013
Flight to safety exposes cracks in BRICS economies
September 2013
Low rates are a mixed blessing
August 2013
Dollar down and hopes of an economic boost rise
July 2013
Financial Year 2012-2013 – Australia’s changing economy
June 2013
Will new energy discoveries change the game?
May 2013
Budget 2013: Charting a middle course
April 2013
Weighing up the cost of not investing
March 2013
Responsible investing – more than buying green
February 2013
Australia on solid ground
January 2013
Getting Resolutions Write On Track
December 2012
The Chinese Dragon still feasting on metals
November 2012
Property – is it really a safe haven?
October 2012
Looking to the future
September 2012
Changing with the times
August 2012
The perils of short term trading
July 2012
Financial Year 2011-12 – Swings and roundabouts
June 2012
Is it Grexit, stage right?
May 2012
Striking a balance: Budget 2012
April 2012
Today’s cost of living: it’s a mixed bag
March 2012
Working out the future
February 2012
Australia: shaken but not stirred
January 2012
Cutting rates – a welcome relief?
December 2011
Hedging against uncertainty
November 2011
Investing today – getting the right mix
September 2011
Staying on track
August 2011
Holding on to our hats
