Surf Coast Wealth Managements News Letters and Updates

Welcome to the Surf Coast Wealth Management News Letter and Updates page. We post our monthly market updates and important links here so that our valued clients can keep their finger on the pulse of all things financial. This page is customised for you, so if there is something that you would like to see more of, please reach out. You will not find this page listed on the home page menu, so please bookmark it for future reference.

Introduction Program

Quick link to the blog that explains the new referral program for each successful endorsement you make to Surf Coast Wealth Management. You’re going to love it!

End Of Financial Year Opportunities 2025-26

August 2026 Update

July 2026 Update

June 2026 Update

Your Personal Wealth

Investment Spotlight

SCWM monthly highlighted articles 

2025 Federal Budget Update

End Of Financial Year

Lifespan Investment Series

Lifespan Investment Series, E12:  The worst of the worst case scenarios 

Lifespan Investment Series, E12: The AI earnings story vs the everything story   

Lifespan Investment Series, E12: Complacent markets, inflationary pressure and rates

The merits of forecasting… useless the moment they are published.

This video produced this week by EEAGLI shows you how badly the futures market has gotten their predictions for US interest rates wrong since 2008. This is not just about predictions but also underlying sentiment. Sentiment that becomes a critical factor in market forecasts…

NAB Daily Updates

Additional SCWM Page Links

Apps & Tools

Important links 

Key Terms and Definitions