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Insights
PKF Wealth’s mission is to support the unique ambitions of our clients with tailored, expert advice. The recent results from our Client Engagement Research, conducted independently by CoreData, affirm the strength of our relationships and the trust our clients place in our team. Our Wealth advisers go above and beyond...
7 contributors
Newcastle, Sydney
Insights
As financial planners we regularly encounter some confusion as to what financial planning is. In very brief terms, there are two key elements of financial planning: the first element is where we work closely with clients to help them identify their goals and then develop strategies to help them achieve...
Mark Folpp
Financial Adviser
Newcastle
Insights
The last six months has seen extreme movements on both Australian and global share markets driven by the COVID-19 outbreak and subsequent government policies imposed in an attempt to manage the spread of this pandemic and policies designed to support economic activity over this period. This year began with the...
Mark Folpp
Financial Adviser
Newcastle
Insights
Until recently, the Reserve Bank of Australia (RBA) had kept the official cash rate on hold at 1.5%, with no change at all for almost three years. In June 2019 they commenced a cutting cycle, slicing the official cash rate twice by 25 basis points, taking Australia’s official cash rate...
Mark Folpp
Financial Adviser
Newcastle