Boris Pedisic

CFP® | BSc(Ma)

A bit about me professionally…

I’ve been working in the Finance Industry for approximately 30 years and as a Financial Adviser for over 20 years.

I enjoy discussing the vagaries of investment markets with clients. I aim to make complex financial issues, like Superannuation and Centrelink (the Aged Pension) simple. My goal is to have happy, educated clients, who see the value in our ongoing relationship.

I take pleasure in helping clients plan the lifestyle they would like to create in their retirement and then guiding them on the journey. I particularly enjoy hearing stories of their travels, the special moments they share with family and friends, knowing that I’ve played a part in helping them achieve their “retirement dreams.”

A bit about me personally…

My time outside the office is spent with my wife and our 2 children – watching their sporting and music endeavours. We live near the beach and enjoy all that it has to offer.

I like to keep fit – beach walks/runs and going to the gym.

I recently bought myself a drum kit. I’m slowly teaching myself to play. I get together with a few friends, as we live out our “rock star” dreams.

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Sharyn Bungey

Client Services Manager

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Latest insights

Whilst there is often no single cause for market volatility, there are some conditions that can lead to it. In recent times, we have seen concerns about when interest rates and inflation, the perception of a housing market bubble, and instability in global affairs affect the ability of investors to obtain a reliable picture of the future. While these kinds of stories are not new and may not have triggered the recent stock market fall, they are some of the forces at play in the current market turmoil.
The type of concession card you may be eligible for is based on your age and circumstances. A Pensioner Concession Card (PCC) is issued to pensioners, a Low Income Health Care Card (LIHCC), is issued to someone on lower income, regardless of their age, and a Commonwealth Seniors health Card (CSHC), is available to someone who is above age pension age and doesn’t qualify for any social security payment.
The last 3 years in markets have been a challenging time, first came COVID and then the Russian invasion of Ukraine, it’s hard to see the light at the end of the tunnel. Household consumption is the primary force behind economic growth and it’s been experiencing a difficult combination of soaring mortgage rates, increased living expenses and persistent inflation. Together, these things are causing a decrease in disposable income. These strains are likely to persist for a while yet and are causing the short-term fluctuations you might be seeing in your portfolios, depending on your level of share exposure.