Skip to content

Wealth Architects Investment Newsletter March 2022

Let’s commence this month’s letter on a positive note with Australian share market now decisively in the green territory. Considering much macro uncertainty, the investment returns are nothing short of impressive at 10.4% for twelve months to 31 March 2022; six months return at 2.3%; and one month return of 6.4%. In fact, the share market is a mere 2% short of reclaiming the historic high it reached in August last year.

Investment Newsletter – July 2022

Your Financial Guide to navigating the COVID-19 crisis

At Wealth Architects we know that we cannot control the markets and the economy, but there are things that we can control. We have outlined 6 questions and answers in navigating the COVID-19 crisis as well as 3 strategies that you can consider at this time of year to minimise tax whilst benefiting your longer-term investments.

Provide feedback

Client feedback is important to us so we can keep improving our services. Please don’t hesitate to provide your feedback below.

Name
Name

Request a review

We will contact you by phone as soon as possible to review your current policies.

Name
Name

Request summary of policies

We will prepare a summary of your policies and email this to you shortly. Please allow 1-2 working days.

Name
Name

Need to make a claim?

Please provide details of your claim and we will be in touch to discuss with you shortly.

Name
Name