Announcements

Compound interest

Compound interest is an important concept in the financial world. It means that you earn interest not only on your principal amount but also on the interest earned from the principal amount.

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Financial tools for 2023

Retirement savings are important for the future as it is always good to have a pool of funds in case of an uncalled-for event like a health condition or expenses related to your house or car.

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Loss-of-investment-earnings

In 2015 the Ministry of Education remediated the superannuation accounts of around 400 school employees in the Teachers’ Retirement Savings Scheme (TRSS).

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Investment

Market Indicators – 31 March 2024

In March, investors who remained optimistic were rewarded as stock markets continued to rise despite an increase in US inflation for the second consecutive month and a slowdown in consumer spending.

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Market Indicators – 29 February 2024

February was a remarkable month, with strong economic data and positive earnings reports leading to the Standard and Poor’s 500 (a stock market index that tracks the performance of 500 large-cap U.S)

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Market Indicators – 31 January 2024

In 2024, the share market had a strong start, with equities (shares) continuing to rise in value. However, fixed income assets (such as bonds) struggled to keep up.

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Retirement

Pre-retirement Tips

What are your retirement goals? The concept of retirement means different things to different people. Whether it is the opportunity to travel, spend time with family, to start a new project,

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Things to think about before you retire

The concept of retirement means different things to different people.

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Saving for the future

Planning for a longer retirement is becoming increasingly important as life expectancy increases around the world.

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Newsletter

Newsletter - March 2024

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Newsletter - November 2023

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Newsletter - June 2023

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Our People

Consider the bigger picture

Craig Taylor has been a teacher for 30+ years. He is currently a classroom teacher and has previously been a year 7-8 lead teacher and a team leader for the 7-9 cohort.

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Behind the Scenes helpline interview

Behind the scenes interview with Ashik Kurien

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