iPlan Financial Services Australia

29/07/2025

Market Update
Markets saw renewed optimism this week following key US trade developments. Equity markets moved higher both locally and globally as investors responded to improved clarity around tariffs.

Key takeaways:
- Chinese equities hit their highest point since November 2024.
- The Australian dollar climbed above 66 US cents, its strongest level since October last year.
- Commodities performed well, with gold breaking above US$3,400/oz and iron ore futures at 5-month highs.
- Woodside Energy and Ampol delivered solid quarterly updates.
- Local business activity accelerated to a 27-month high, and online shopping rose 15% over the year.

This week’s insights were prepared by our investment specialist, Chris Lioutas, who continues to monitor local and global developments closely. Read the full article here: https://tinyurl.com/iplan-july-28

If you’d like to understand how the current market outlook could affect your financial plan, please get in touch.

General Advice Warning: This information is general in nature and does not take your personal circumstances into account. Please seek personal advice before acting.

25/07/2025

🔔 We're Back on Facebook & Instagram!

After years of working quietly behind the scenes, we're excited to reconnect and share more of behind the scenes and of what we do best — helping you plan for a confident financial future.

At iPlan, we’re a family-run financial planning firm based Brisbane, dedicated to building long-term relationships and guiding our clients through every life stage — from working life to retirement and beyond.

Here’s what you can expect:
💡 Smart, easy-to-understand financial tips
👨‍👩‍👧‍👦 Real stories from clients just like you
📅 Local events, community news, and important updates
📈 Insightful tools & tips to help you journey with peace of mind

Whether you're planning your next chapter or helping your family secure theirs — we’re here.

18/12/2023

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31/07/2023

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