Latest news, podcasts and updates.
The world is complex, it’s constantly evolving and adapting.
Our market and economic updates aim to keep Lifewealth clients informed of not only what changes are happening, but how we’re reacting to those changes.
Our goal is to illustrate, in an accessible way, that the balance between shifting short-term noise and long term strategies is as similar for economies, as it is for your own financial circumstances.

Bianca Dowdell departs Lifewealth to pursue exciting new venture
Bianca Dowdell will be departing Lifewealth on 30 June to pursue a passion.

Economic and Market Update: May 2022
With the war in Europe still raging and increasing talk of global recession, US markets have now recorded seven straight weeks of negative return, while inflation fears persevere. James and Jason discuss the short-term implications, the outlook and the potential impacts on portfolios and client objectives.

PIVOT – Episode 2: From corporate sales manager to published author and leadership coach
This is the second episode in our podcast series PIVOT, where we meet people who have made a significant change of direction in their lives.
Jem Fuller is a coach | facilitator | speaker, and author with his book The Art of Conscious Communication for Thoughtful Men, published in late 2021.
Jem’s pivot from corporate sales manager coincided with, in his own words, a mid-life crisis resulting from some of the pillars of his life crumbling around him.
In addition to the recent publication of Jem’s book, his TedX presentation, which is already approaching 60,000 views, can also be found here.

Economic and Market Update: April 2022
With Australia and the world coping with the Omicron variant of COVID-19, James and Jason discuss the short-term implications, as well as the outlook for inflation and interest rates and the potential impacts on portfolios and client objectives.

PIVOT – Episode 1: From Managing Director to the United Nations World Food Program
We’re excited to launch our new podcast series, PIVOT, where we meet with people who have made a significant change of direction in their lives.
First up is Simon Costa, formerly the Managing Director of Costa Group, one of Australia’s largest family-owned businesses, that is today listed on the ASX, with a market capitalisation of $1.3b.

Economic and Market Update: January 2022
With Australia and the world coping with the Omicron variant of COVID-19, James and Jason discuss the short-term implications, as well as the outlook for inflation and interest rates and the potential impacts on portfolios and client objectives.


Economic and Market Update: China and the US outlook
Head of Investment Committee James Vandeloo and Chief Executive Officer Jason Harwood discuss current market conditions within Australia, as well as warning signs from China and the current US outlook, along with the ongoing impact of COVID-19 on portfolios and client objectives.

Economic and Market Update: Budget 2020-21
Head of Investment Committee James Vandeloo and Chief Executive Officer Jason Harwood discuss some of the measures contained in the federal budget and the implications on client investment portfolios.

Economic and Market Update: Portfolio Construction Conference 2021
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