Author: Celeste Blewitt

wealth management strategies

The Weekly Finance Wrap-Up

To close out the week, revisit the key points of the markets, covering iron ore, inflation and interest rates.   Monday saw a macro update from Tom Lee, Head of Research at Fundstrat Global Advisers and FS Insights. More jobs have been created than expected (hot), but hourly wage increased benign (not). The key to note will […]

intergenerational wealth management

Impact investing and intergenerational wealth transfer

The Stockbrokers and Investment Advisers Association (SIAA) will be hosting their annual conference, 14-15 May, 2024 in Melbourne. Founder and CEO of Frais Capital, Siobhan Blewitt will be speaking on a keynote panel discussing impact investing and intergenerational wealth management. Family wealth strategy is shifting from a conversation centered primarily around markets to a goals […]

wealth management strategies

Financial Goals and the Year Ahead

As 2024 begins, we are challenged to review, reassess and consider how an individual’s wealth management goals may be achieved. The first quarter of the year is a time to reflect on personal budget and financial goals. While there is a strong focus on macro details, including China GDP results, US presidential elections, inflation, interest rates and […]