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2017 financial year in review

By Liz Maroney, Westlawn Wealth Adviser SMSF Specialist Advisor™ 25 July 2017 With the close of the financial year, it’s time to review what’s happened in investment markets this year and to look ahead. MLC’s portfolio specialist, John Owen, provides this comprehensive review.

Approaching retirement? Add this to your bucket list

By Liz Maroney, Westlawn Wealth Adviser SMSF Specialist Advisor™ 14 March 2017 How should we structure our investments if a paltry 2% return won’t keep up with inflation and investments weighted heavily in favour of shares could be hit for six in another market downturn?