Home
Contact Us
Email Us
News
Who we are
Meet The Team
Shaw and Partners
EFG
Expertise
Our Investment Process
Wealth Management
Financial Planning
Portfolio Construction
Model Portfolios
Model Features and Benefits
MG Alpha
MG ASX 200 Elite
MG Australian High Income
MG Balanced
Community
Melbourne Rebels
NGV - Client Appreciation Event
Shaw and Partners Foundation
Login

Shaw and Partners Morrissey Group

Home
Contact Us
Email Us
News
Who we are
Meet The Team
Shaw and Partners
EFG
Expertise
Our Investment Process
Wealth Management
Financial Planning
Portfolio Construction
Model Portfolios
Model Features and Benefits
MG Alpha
MG ASX 200 Elite
MG Australian High Income
MG Balanced
Community
Melbourne Rebels
NGV - Client Appreciation Event
Shaw and Partners Foundation
Login
Lucy Henbest
5 April 2024
Weekly Market Update

Weekly Market Update - 05.04.2024

Lucy Henbest
5 April 2024
Weekly Market Update
Weekly Market Update - 05.04.2024

House prices, iron ore

Lucy Henbest
28 March 2024
Weekly Market Update

Weekly Market Update - 28.03.2024

Lucy Henbest
28 March 2024
Weekly Market Update
Weekly Market Update - 28.03.2024

Uranium, Charity day

Lucy Henbest
22 March 2024
Weekly Market Update

Weekly Market Update - 22.03.2024

Lucy Henbest
22 March 2024
Weekly Market Update
Weekly Market Update - 22.03.2024

RBA Chart pack

Lucy Henbest
21 March 2024
Financial Planning Weekly

Financial Planning 21.03.24 - Property in Super and cashflow

Lucy Henbest
21 March 2024
Financial Planning Weekly
Financial Planning 21.03.24 - Property in Super and cashflow

Capital growth sets you free, but cash flow pays the bills.

Lucy Henbest
14 March 2024
Financial Planning Weekly

Financial Planning 14.03.24 - Balancing life and Planning for the future

Lucy Henbest
14 March 2024
Financial Planning Weekly
Financial Planning 14.03.24 - Balancing life and Planning for the future

Financial planning is not just about setting monetary based goals, assessing resources, and creating strategies to manage and grow finances effectively. It also involves planning for short-term and long-term lifestyle objectives.

Lucy Henbest
1 March 2024
Weekly Market Update

Weekly Market Update - 01.03.2024

Lucy Henbest
1 March 2024
Weekly Market Update
Weekly Market Update - 01.03.2024

M&A, Energy, EFG, ECO

Lucy Henbest
29 February 2024
Financial Planning Weekly

Financial Planning 29.02.24 - Super Updates + Timing your contributions

Lucy Henbest
29 February 2024
Financial Planning Weekly
Financial Planning 29.02.24 - Super Updates + Timing your contributions

The publication of the Average Weekly Ordinary Time Earnings (AWOTE) earlier this week has resulted in a few modifications to the Super Contribution limits starting July 1, 2024.

Lucy Henbest
23 February 2024
Weekly Market Update

Weekly Market Update - 23.02.2024

Lucy Henbest
23 February 2024
Weekly Market Update
Weekly Market Update - 23.02.2024

MUSK, BHP, BEN, FPW, EFG

Lucy Henbest
22 February 2024
Financial Planning Weekly

Financial Planning 22.02.24 - Consistent Contributions make a lasting Impact

Lucy Henbest
22 February 2024
Financial Planning Weekly
Financial Planning 22.02.24 - Consistent Contributions make a lasting Impact

We regularly talk about keeping it simple, having a strategy and focusing on the long term with your investments. Something we haven’t touched on is the benefits of regularly contributing towards your investment portfolio.

Lucy Henbest
16 February 2024
Weekly Market Update

Weekly Market Update - 16.02.2024

Lucy Henbest
16 February 2024
Weekly Market Update
Weekly Market Update - 16.02.2024

CBA, CSL, BHP, AZJ, FPW

Lucy Henbest
15 February 2024
Financial Planning Weekly

Financial Planning 15.02.24 - Stage 3 Tax Cuts Revisited

Lucy Henbest
15 February 2024
Financial Planning Weekly
Financial Planning 15.02.24 - Stage 3 Tax Cuts Revisited

Around this time last year, we wrote a piece on the stage three tax cuts and what would this look like.

Lucy Henbest
9 February 2024
Weekly Market Update

Weekly Market Update - 09.02.2024

Lucy Henbest
9 February 2024
Weekly Market Update
Weekly Market Update - 09.02.2024

Interest Rates, IOD, Uranium

Lucy Henbest
7 February 2024
Financial Planning Weekly

Financial Planning 07.02.24 - Diversification, Sow the seeds

Lucy Henbest
7 February 2024
Financial Planning Weekly
Financial Planning 07.02.24 - Diversification, Sow the seeds

Diversification is commonly misunderstood by investors. In simple terms, it is a concept of combining asset classes to manage risk.

Lucy Henbest
2 February 2024
Weekly Market Update

Weekly Market Update - 02.02.2024

Lucy Henbest
2 February 2024
Weekly Market Update
Weekly Market Update - 02.02.2024

IOD, KYP, CYG, WHC, Research Monitor

Lucy Henbest
31 January 2024
Financial Planning Weekly

Financial Planning 31.01.24 - The Great Wealth Transfer

Lucy Henbest
31 January 2024
Financial Planning Weekly
Financial Planning 31.01.24 - The Great Wealth Transfer

According to the productivity commissions research paper completed in 2021, around $3.5 trillion of assets will shift from “baby boomers” (people born between 1946 and 1964) to their heirs over the next 30 years. This is touted to be the largest intergenerational wealth transfer in history.

Lucy Henbest
22 December 2023
Weekly Market Update

Weekly Market Update - 22.12.2023

Lucy Henbest
22 December 2023
Weekly Market Update
Weekly Market Update - 22.12.2023

Interest Rates, CYG, GDI, POD 48

Lucy Henbest
22 December 2023
Podcast

Christmas Wrap Up for CY 2023

Lucy Henbest
22 December 2023
Podcast

THE MORRISSEY EXCHANGE, SHAW AND PARTNERS: Podcast #48: Christmas Wrap Up for CY 2023

We apologise for the radio silence since July and will endeavour to return with greater consistency in the New Year.  

In this pod we run through the significant events of 2023, our predictions from 12 months ago and the predictions for 2024.

Have a Merry Christmas and Happy New Year.

Lucy Henbest
15 December 2023
Weekly Market Update

Weekly Market Update - 15.12.2023

Lucy Henbest
15 December 2023
Weekly Market Update
Weekly Market Update - 15.12.2023

Energy and Emissions

Lucy Henbest
8 December 2023
Weekly Market Update

Weekly Market Update - 08.12.2023

Lucy Henbest
8 December 2023
Weekly Market Update
Weekly Market Update - 08.12.2023

Defying Gravity; Aussie residential property.

Lucy Henbest
1 December 2023
Weekly Market Update

Weekly Market Update - 01.12.2023

Lucy Henbest
1 December 2023
Weekly Market Update
Weekly Market Update - 01.12.2023

Munger

Newer Posts
Older Posts

Request a Consultation

Speak with one of our friendly team members today.

REQUEST A Free CONSULTATION
Back to Top
Morrissey Group, Level 36, 120 Collins Street, Melbourne, Australia+61 3 9268 1118ahenderson@shawandpartners.com.au

Follow us on LinkedIn

 
ShawandPartners_MorrisseyGroup_logo_reversed.png
 

Ben Morrissey and Alex Henderson are Authorised Representatives of Shaw and Partners Limited (AFSL 236048, ABN 24 003 221 583). For more information about Shaw and Partners, visit www.shawandpartners.com.au