Domain

At Morgans, we take a personalised approach to help you achieve your investment goals. We understand that investing is not a one-size-fits-all endeavour, and we are here to tailor our services and products to your specific needs and preferences.

Level 18 390 St Kilda Rd Melbourne VIC 3004 Australia
 |
The skyline of the city of Melbourne with green trees in the foreground and tall buildings in the background.The skyline of the city of Melbourne with green trees in the foreground and tall buildings in the background.

About Us

Domain

Morgans Domain Office was established in 2010 as Morgans Carlton, before moving to its current location at 390 St Kilda Road in late 2015.


Our commitment is to always put our clients first and to provide them with excellence in financial advice.

While we offer our clients the strength and resources of the wider group, as the owners of the business, we believe this brings more commitment, focus, and consistency to the client relationship than is often found in larger advisory firms.

Using the complementary skills of the team at Domain, we aim to provide the most appropriate, individualised solutions for our clients.

Adam Williams and Nathan Little are the co-owners at Morgans Domain.

We are surrounded by an experienced and service focused team of professionals.

With easy parking and access, the team at Morgans Domain invites you to visit us for high quality investment advice in a friendly and relaxed environment.

A person holding an award.

Domain

Morgans Domain Office was established in 2010 as Morgans Carlton, before moving to its current location at 390 St Kilda Road in late 2015.


Our commitment is to always put our clients first and to provide them with excellence in financial advice.

While we offer our clients the strength and resources of the wider group, as the owners of the business, we believe this brings more commitment, focus, and consistency to the client relationship than is often found in larger advisory firms.

Using the complementary skills of the team at Domain, we aim to provide the most appropriate, individualised solutions for our clients.

Adam Williams and Nathan Little are the co-owners at Morgans Domain.

We are surrounded by an experienced and service focused team of professionals.

With easy parking and access, the team at Morgans Domain invites you to visit us for high quality investment advice in a friendly and relaxed environment.

Stockbroking
accordion-minusaccordion-plus

Whether you're an experienced professional investor or a novice investor finding your way in the market, Morgans Domain can help. As a full service stockbroker, we pride ourselves on offering smart, personalised investment advice that is tailored to your investment style and objectives. Our advisers are supported by an award-winning research team, as well as a leading corporate finance team that regularly provides clients with exclusive investment opportunities.

Services

We can provide you with:

Tailored share portfolios
  • Advice on individual share selection and portfolio construction tailored to meet your specific investment objective.

Award-winning research
  • Recommendations supported by comprehensive internal and external research, developed by our research analysts.

Access to local and international markets
  • Access to all securities listed on the Australian Securities Exchange (ASX), the National Stock Exchange of Australia (NSX) and Chi-X Australia (Chi-X);
  • Plus international equities access to 22 select exchanges, including the major markets in North America, Europe and Asia (ie Dow, NASDAQ, FTSE100, DAX, CAC, Hang Seng, Nikkei).

New investment opportunities
  • Our clients gain access to the latest company IPOs and capital raisings.

Portfolio management
  • We offer a Wealth+ managed portfolio service that takes the hassle out of investing by providing an all-embracing investment administration service.

Online account access
  • Access to our client website, allowing you to monitor your investments, read award-winning research, and check share prices, announcements and more.

Contact us

We pride ourselves on providing client-focused advice based on thorough research, comprehensive company knowledge and many years experience in the Australian sharemarket. Contact us to find out more.

Find out more
Tax Planning
accordion-minusaccordion-plus

Tax planning is a key element of wealth creation. Salary packaging, superannuation, investments and tax deductible debt can create significant tax savings. By structuring your finances more efficiently you can manage the amount of tax you pay.

Tax planning can involve:

  • Maximising your after tax income
  • Remuneration packaging (salary packaging)
  • Capital Gains Tax (CGT) management
  • Gearing
  • Investing in shares that offer 100% franked dividends
  • Borrowing to invest
  • Small business and capital gains tax exemptions (particularly relevant to superannuation)
  • Generic tax planning advice

Because there are so many factors that contribute to the amount of tax you pay, it is important to obtain comprehensive advice.


General tax advice

For general tax advice, you should talk to your accountant. Morgans does not provide tax advice, however our investment advice and financial strategies may be structured in a way that can reduce tax and increase after tax returns on your portfolio.

Contact us

For help with structuring your investments and superannuation to maximise your after tax income, contact a Morgans Domain adviser.

Find out more
Fixed Interest
accordion-minusaccordion-plus

Morgans Domain prides itself on providing a complete solution to all your financial needs. In addition to providing a range of share investment options, our advisers are able to include cash investment alternatives as part of your broader investment strategy.

As a Morgans client, you have access to advice and research across a wide range of listed and unlisted income and fixed interest securities.

Services available:

Income-focussed share portfolios

We specialise in building dedicated income-focussed portfolios for investors. Ask us how you can improve your income today.

Cash management accounts

We offer a range of at-call cash facilities paying attractive interest rates. Our preferred products provide you with direct bank deposits in your name with some of Australia's best known banks, all with "at-call" convenience, which means you can readily access your money.

These accounts can be linked directly to your share trading account for easy settlement. You can also have your dividend and interest payments credited directly to the account and make regular payments from it.

Your adviser can handle all the paperwork as well as ongoing transactional instructions, freeing you of the administrative burden.

Term deposits

A term deposit is a deposit held at a financial institution that has a fixed term, generally paying a higher interest rate than an "at-call" account. You can use a term deposit to enhance the returns on surplus cash balances and as the foundation for building a dedicated income portfolio.

Morgans has preferential relationships with a host of leading banks and other Authorised Deposit taking Institutions (ADIs). Funds can be swept from your "at-call" account and invested for the term and interest rate that best suits your needs.

Foreign currency term deposits

A foreign currency term deposit is a foreign denomination held at a financial institution that has a fixed term. Rates offered are very attractive on deposit amounts of AUD100,000 or greater.

Flexible/structured term deposits

Flexible term deposits offer the ability to combine both floating and fixed interest rate payments within a single deposit. This allows investors to structure interest payments based on their view of future interest rate levels. Morgans offers these products on deposit amounts of $100,000 or greater.

Listed debt and hybrid investments

As a major participant in the Australian listed fixed interest securities market, we can offer you advice as well as a range of new investment opportunities from a range of Australia's largest banks and industrial companies.

Listed debt and hybrid investments deliver higher levels of income, paid regularly; some also offer the benefits of franking. Your adviser can build a tailored income portfolio for you, which unlike managed fund alternatives, can be constructed to take into account your specific objectives and risk profile.

Government and corporate bonds

We offer a comprehensive Government bond investment service, including custody facilities. Bonds improve portfolio diversification and help reduce portfolio risk while providing stable income.

The yields on Government bonds will generally be lower than most other interest rate investments but provide absolute security when held to maturity.

Larger investors can also access the wholesale corporate bond market.

Contact us

For more information or a term deposit interest rate quote please contact a Morgans Domain adviser.

Find out more
Margin Lending
accordion-minusaccordion-plus

Margin lending is borrowing money which you use, in addition to your own money, to invest in financial products such as shares and managed funds.

Essentially, you are "leveraging" the value of your investments through borrowing.

You must have adequate cash or existing shares to use as security for the loan. Only certain shares can be used as security and the amount that can be borrowed will vary for different shares.

Benefits
  • Margin lending can give you an opportunity to increase the size of your investments and to diversify your investments. Diversifying your portfolio can reduce your level of risk in the market.
  • It can also provide an opportunity to increase the gross return on your own equity by achieving excess returns over tax and borrowing costs.
  • Borrowing also allows you to invest at a time you want to invest, rather than having to wait until you have saved enough. This can help you avoid missing out on investment opportunities.
  • Interest on borrowed funds is generally tax deductible provided the funds are invested in Australian assets for income-producing purposes.

Please note: Deriving a tax benefit should not be your core focus. You should seek qualified tax advice from a registered tax agent so that you fully understand your personal tax position.

Borrowing limits

Margin lenders generally only allow you to borrow up to a certain value, or percentage, of the shares you wish to buy.

Commonly, limits are set at a maximum of 75% (known as the Loan-to- Value Ratio or LVR) of the value of the shares (less if the share is more speculative or risky). This means you have to make up the difference (ie 25%) with your own cash or existing shares.

This difference is referred to as the “margin”; hence the term “margin lending”.

Borrowing risks

Any borrowing strategy should always be approached with caution.

While borrowing to invest has the ability to leverage returns from investments, it also heightens investment risk. This is because you have a greater amount invested, which will magnify your losses if returns are negative.

Margin lending should be implemented as a long-term investment strategy to allow time to overcome any market volatility and for the leveraging effects to work.

Contact us

Borrowing to invest can be an effective long term strategy for wealth creation as long as you understand the risks and the impact gearing may have on your overall returns.

Contact your Morgans Domain adviser to seek advice on whether utilising a margin lending strategy is appropriate for you.

Find out more
Financial Planning
accordion-minusaccordion-plus

You can access a wealth of experience and technical expertise through our financial planning team at Morgans Domain. We can work with you to tailor wealth solutions that help you reach your investment goals.

Financial planning is taking advantage of all the investment opportunities available to you. With the right advice and a patient investment approach, becoming a successful investor can be relatively simple.

What we do

Our experienced financial advisers build personalised financial plans that aim to create, grow and protect your wealth.

We specialise in:

  • Selecting appropriate assets to build your wealth
  • Wealth protection through personal insurance
  • Superannuation strategies
  • Self-managed Superannuation Fund (SMSFs)
  • Tax planning to manage the amount of tax you pay
  • Planning for your retirement

Our approach

Your Morgans adviser will take you through the wealth management planning process, implement your strategies and help you make the most of all opportunities.

This wealth management process helps you set short- and long-term goals and use a range of investment strategies to achieve those goals.

Strategies are developed around the principles of saving tax, choosing the right investment structures, minimising risk, personal insurance and generating a large-enough asset base to provide you with financial security.

The strategies to save tax involve structuring salary, superannuation, investments and debt. Risk is minimised through the diversification of investments and monitoring portfolio performance.

Wealth management philosophy

Your Morgans adviser will work with you to put in place a wealth management plan that will help you achieve your lifestyle goals – or help you create a better life.

Life stage planning

Through each stage of your life you will focus on issues that are relevant at that time. We can implement strategies that help you create and save your wealth, regardless of your life stage.

View our guides for the key things to consider during your twenties, thirties and forties and when transitioning to retirement:

Contact us

With the right advice and a patient investment approach, becoming a successful investor can be relatively simple. To find out more, contact a Morgans Domain adviser today.

Find out more

Advisers

Adam Williams

Adam Williams

Branch Manager

Adviser

About
Kathryn Zachariah

Kathryn Zachariah

Associate Adviser

Adviser

About
Nathan Little

Nathan Little

Private Client Adviser

Adviser

About
Gregory Kouroulis

Gregory Kouroulis

Private Client Adviser

Adviser

About
No items found.

Support Staff

Adam Williams

Adam Williams

Branch Manager

Adviser

About
Kathryn Zachariah

Kathryn Zachariah

Associate Adviser

Adviser

About
Nathan Little

Nathan Little

Private Client Adviser

Adviser

About
Gregory Kouroulis

Gregory Kouroulis

Private Client Adviser

Adviser

About
No items found.

Contact us today.

Adviser name (If you would like to send to a specifc adviser)
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
By submitting your email, you understand you are opting-in to receive ongoing communications from Morgans, and understand your email may be used to invite you to attend investment webinars, IPO briefings and other marketing communications and purposes. You can UNSUBSCRIBE at any time, and your email will be removed from our marketing list.
Find your nearest branch

Office Address

Level 18 390 St Kilda Rd Melbourne VIC 3004 Australia

Postal Address

PO Box 33339 Domain LPO Melbourne VIC 3004 Australia

Phone

03 9066 3200

Open Hours

8:30am - 5:00pm

Two women sitting at a desk in front of a morgans sign.

Our Approach

We offer a comprehensive financial solution tailored to your needs, beginning with a free discovery meeting to understand your financial situation and goals.

Following a structured process, we develop a personalised financial strategy, present it clearly in a Statement of Advice, assist with implementation, and provide ongoing review and support to ensure your financial goals are met.

Our Investment Process

At Morgans Port Macquarie, advisers collaborate with clients to establish investment goals centred on principles such as long-term investing, maintaining a quality core portfolio, diversification to reduce risk, focusing on total return, employing an active yet risk-controlled approach, conducting research-driven processes, and managing portfolios for tax efficiency.

A man and woman sitting on a couch talking to each other.
A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

Morgans Port Macquarie is proud to support various local charities and organisations such as:

Port Macquarie Golf Club
Kew Golf Club
Port Macquarie Pirates
Hastings Business Women’s Network
Port Macquarie Chamber of Commerce
Port Macquarie Soup Kitchen
• and more…

A person sitting on a bed with a laptop and a cell phone.

Reporting Season

Reporting Season for August 2023 has come to an end.View all of our coverage and research videos/podcasts.

A man sitting in a chair while holding a microphone.

Careers

At Morgans, we offer an array of exciting career opportunities in the dynamic industry of finance.

Whether you're at an early stage in your career or a seasoned professional, you’ll have the opportunity to make a genuine difference and be part of a culture where everyone’s contribution is recognised.

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

We recognise the importance of supporting the community in which we work and in assisting those in need of support.

A group of children planting trees in a park.

Community Support

At Morgans Bundaberg, we are committed to giving back to our community. Throughout the year, we support various local charities and organisations, making a meaningful difference in the lives of those around us. From sponsoring local events to contributing to charitable causes, we actively engage with and support initiatives that align with our values and goals.

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

We love to support our community and local charities. Some of these include Rotary and Newcastle Special Children's Christmas party. If you have a campaign you'd like us to get involved in, please contact to discuss further.

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

Morgans Coffs Harbour also supports:

• Community Radio 2CHY
• Coffs Harbour & District 60's & Over Social Bowling Club
• Rotary Club of Coffs Harbour
• Coffs Harbour Surf Life Saving Club
• Bonville Golf Resort

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

‍Morgans Cronulla also supports:

• The Salvation Army - Red Shield Appeal
• Cure Cancer Australia Foundation

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

Morgans Springfield-Ipswich also supports:

• Ipswich Region Chamber of Commerce
• Member of the Greater Springfield Chamber of Commerce
• Motor Neuron Disease Fundraising Sponsorship
• Alzheimer's Australia
• Multiple Sclerosis Fundraising Sponsorship

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

Morgans Sunshine Coast make regular donations to:

• Sunshine Coast Police Citizens Youth Club
• Rotary Clubs (Specific Needs Children)
• RSPCA
• Cancer Research Institute of Australia

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

Morgans Wollongong also supports:

• Make A Wish Australia
• Vision Australia
• Camp Quality Camp

An award for excellence in operations.

Award winner

We are delighted to have been named winner of the Excellence in Operations Award at the 2021/2022 Morgans Branch Awards.

Community support

In 2021, Exchange Place Investments established the Exchange Places Fund through Foundation SA to consolidate and focus its philanthropic activities.

With a clear vision, Morgans Exchange Place quickly aligned its values and objectives with those of the Tjindu Foundation — both organizations seeking to create positive, long-term change for Aboriginal children in communities across South Australia.

After an initial contribution to the Tjindu Foundation, Exchange Place made a three-year commitment to partner with Tjindu, committing $50,000 annually and maximizing the impact of its giving.

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

Morgans Perth also supports:

• The Salvation Army
• Youth Focus
• Australia's Biggest Morning Tea
• Princess Margaret Hospital Foundation
• Redkite

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

Morgans Scone also supports:
The McGrath Foundation

Morgans Scone is proud to support the local community, some of the organisations we support include:
• Scone Junior Rugby League
• Scone Junior Rugby Union
• Scone Swimming Club
• Scone Grammar School
• Scone Rugby Union Club
• Upper Hunter Beef Bonanza

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

We recognise the importance of supporting the community in which we work and in assisting those in need of support. Morgans Orange also supports:

• The Salvation Army - Red Shield Appeal
• Australia's Biggest Morning Tea

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

We recognise the importance of supporting the community in which we work and in assisting those in need of support. Morgans Merimbula also supports:

• Reaching Out Foundation
Tulgeen Disability Services

Morgans Merimbula supports a variety of community fundraising events throughout the region:

• Local sporting events
• Business awards
• Surf Life Saving
• Horse racing
• Various charities

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

Morgans Milton have been ongoing corporate sponsors and we donate annually to many charities, The Leukaemia Foundation is one we hold close to our hearts with two of our staff having battled through cancer. We are currently raising funds for the "Light the Night" event at Southbank.

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

Morgans Domain also supports:

• Mazenod Old Collegians Football Club

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

We recognize the importance of supporting the community in which we work and in assisting those in need of support.

Morgans Hawthorn is also a supporter of Big Dry Friday supporting rural Australia.

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

Over the past 10 years Morgans Darwin has supported many local charities and community groups, as well as providing financial assistance to junior sportspeople.

Value in the Vines Investor Conference

The Value in the Vines Investor Conference is tailored for Morgans Scone clients, aimed at connecting investors with the CEOs of their invested companies.

Taking place annually in the picturesque Hunter Valley, NSW, the conference features high-quality company presentations, followed by an evening dinner featuring exclusive fireside chat panel discussion. This unique Conference fosters a relaxed and intimate atmosphere, bringing together senior company executives and investors.
An event you won’t want to miss!

The 2024 Conference is scheduled for Friday, 25th October, 2024. Please below for more information and to register online.

Scholarship Program

Joining our scholarship employment program offers a unique opportunity to receive financial support, gain practical experience, and develop both personally and professionally in the dynamic field of financial planning.

You'll benefit from mentorship by seasoned professionals, receive financial assistance to ease the burden of tuition, and apply your classroom knowledge to real-world cases. This experience not only enhances your technical and soft skills but also prepares you for a successful career in financial planning, where you can contribute to the financial well-being of individuals and communities.

South Yarra banner for consistent performance 2016-2024.
A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

We recognise the importance of supporting the community in which we work and in assisting those in need of support.

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

We recognise the importance of supporting the community in which we work and in assisting those in need of support.

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

We recognise the importance of supporting the community in which we work and in assisting those in need of support.

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

We recognise the importance of supporting the community in which we work and in assisting those in need of support.

A group of children planting trees in a park.

Community Support

We recognise the importance of supporting the community in which we work and in assisting those in need of support.

A group of children planting trees in a park.

Community Support

The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.

Morgans Armidale also supports:

Armidale Cycling Club
• Armidale Riding Club

A group of children planting trees in a park.

Community Support

Morgans Brighton is dedicated to fostering community support and engagement. Our office proudly backs a range of not-for-profit organizations and charities, including:

Bayley House
St Kilda Mums
Oz Child
Bayside Argonauts Soccer Club
Murrumbeena Football Netball Club
Courage to Care

By supporting these initiatives, we aim to make a positive impact and contribute to the well-being of our community.

A man in a suit standing in front of a television.

Our Value Proposition

Learn how our wealth management strategies can assist in consolidating your family’s assets, managing your investments with your financial goals, tailoring your superannuation strategy and ensuring families and business owners have planned for their succession.

News & Insights

This edition of the Month Ahead presents ideas from three areas of focus for Morgans: domestic equities, ETFs and global equities. We take a look at the opportunities presented by Light & Wonder, the Firetrail Australian Small Companies Fund and Eli Lilly.
Find out more
We've discussed the US budget deficit and its rising debt. Now, we’ll revisit the issue and explore how Elon Musk and Vivek Ramaswamy are tackling it with their Department of Government Efficiency (DOGE).
Find out more
The process I follow begins with reviewing the outlook from the International Monetary Fund (IMF), then I run my models, and currently, I'm at the beginning of that process. I thought I'd share the IMF's base case outlook and where I might adjust it based on my models.
Find out more