Tag: Financial Planning
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Outlook Series: Global-X
Economic History, Economic Insights, ETF, Federal Budget, Index Investing, Investment Strategies, Investment StrategyFollowing our look at Schroders’ high-pressure economic outlook last week, I recently attended a webinar for the Global X 2026 Market Outlook. While Schroders focused on the structural shifts of a high-pressure environment, Global X frames 2026 as a “Formation Lap”—a critical transition from a multi-year tightening cycle to one of coordinated global renewal.
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The Financial Advice Paradox: How Paying for Advice Could Save You Money
Financial Advice, Investment Fees, Investment Platforms, Investment Strategy, Retirement Planning, SuperannuationMost people assume financial advice is an expensive luxury. We break down the numbers to show how a professionally managed superannuation strategy could actually be cheaper than a typical default fund, thanks to modern investment structures that reduce underlying fees.
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Staying Steady in Shifting Markets: Your Winter 2025 Update
Hi there, As we settle into winter 2025, it’s a good time to touch base with our quarterly update. Here at Arrowroad Financial Planning, we’ve been busy helping clients meet their 30 June deadlines and welcoming new faces to the Arrowroad family. We’re always grateful for your trust and support, so if you have any…
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Your Quick Guide to Arrowroad Financial Planning
Get a quick overview of Arrowroad Financial Planning. Understand our services, who provides your advice (Mark Opie, authorised by Platinum Wealth Advisory), how we’re paid (fees & commissions), and our commitment to transparency. This guide highlights key points; see our Comprehensive Guide for full details.
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Understanding Your Financial Journey: A Guide to Our Services and Commitments
Get overview of Arrowroad Financial Planning. Understand our services, who provides your advice (Mark Opie, authorised by Platinum Wealth Advisory), how we’re paid (fees & commissions), and our commitment to transparency.
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Transition to Retirement: A Strategic Move to Ease into the Next Chapter
Transitioning to retirement is a key financial milestone. Learn how planning ahead can help ease the shift into retirement, ensuring a comfortable and secure next chapter of life.
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