Book an appointment

Markets Love TACO

In May, a temporary pause in US-China and US-European tariff escalations, along with a federal court ruling against many Trump tariffs, saw share markets rebound solidly. During the month, Robert Armstrong, a Financial Times journalist wrote an opinion piece on Trump’s tariff policies titled “Unhedged”. He discussed President Trump’s tariff policy and the effects on the US markets. We highlighted last month that this shemozzle of tariff policy was likely to continue to cause market volatility for quite some time to come. Armstrong said that markets were realising that “the US administration does not have a very high tolerance for market and economic pressure (rightly so) and will be quick to back off when tariffs cause pain”. Armstrong called it “the Taco theory – Trump Always Chickens Out”.

Please click here to read the full article

More Posts

Interest Rates Trump Profit Growth

Interest Rates Trump Profit Growth Financial markets increased in June reflecting the resilience of investor sentiment in the face of tariff disruptions and despite US

Money, Mindset and Moving On…

In May, we presented at the Women Supporting Women Mother’s Day Brunch, where where I shared my thoughts on the growing trend of women navigating divorce later

A Smarter Approach to Investing

A Smarter Way of Investing In March, we headed to Sydney for the Young Guns Forum, where we connected with other financial planning business owners

Instagram Facebook Linkedin
Bec

Bec

Growing up in Australia to migrant parents, money always meant safety and security to me. Watching my parents handle money wisely also meant watching them unlock possibilities. From giving me and my brother a stellar education to travelling overseas every year and owning their family home, money was simply a pathway to their ideal life.

In 2009, I started an internship at a small financial planning practice. It opened my eyes to the world of financial planning as a genuine career path. It wasn’t just about numbers, it was about people – helping people get unstuck, map out their goals and help them practically achieve them.  I quickly realised, that this was the only thing I wanted to do with my career.

After soaking up 2.5 years of wisdom at the small practice, I then spent the next 13 years in comprehensive wealth management firm for high-net wealth individuals, before teaming up with Alicia to start Game Plan Wealth Advisers, where the adventure continues!

Over my career, I have helped people with a diverse range of needs and I pride myself on my empathetic and down-to-earth approach.

Qualifications 

  • Bachelor of Business (majoring in Financial Planning)
  • Member of Financial Advice Association Australia (FAAA)
  • Registered tax (financial) adviser

Favourite Quote

“Some people are so poor, all they have is money”.