Insights

Despite an ongoing war in the Middle East, US markets pushed to fresh record highs in May, while at home the RBA raised rates for a third straight month even as unemployment climbed and inflation eased.

With 30 June fast approaching, it's worth looking beyond the immediate tax benefits of EOFY strategies and making sure your financial decisions are aligned with your longer-term goals, not just this year's tax return.

With half the year already behind you, a mid-year financial check-in is a simple way to see whether your goals, habits, and plans are still aligned with what matters most to you.