Insights

Stay in the loop

Apr 17

Autumn 2025 Market Update

In contrast to much of the prior year, the first quarter of the year delivered an environment that was challenging for many international share markets. A significant contributor to this was widesprea...
Continue reading

Apr 07

Trump Tariffs, Market reaction - what is Optima Wealth doing about it?

Market seems to be in a free fall, and it is tempting to react to the noise. It is at times like this we have to be more disciplined and remain calm....
Continue reading

Jan 23

Summer update - final quarter 2024

With the final quarter of the year delivering some useful returns, investment portfolios generally ended the year on a very positive note. Within the current update, the lead article provides an over...
Continue reading

Oct 17

Quarterly Economic and Portfolio Spring Update 2024

The third quarter of the year saw continued gains, which, in contrast to recent quarters, was not down to domination by the large AI related technology companies we have been seeing in recent history....
Continue reading

Jul 19

Winter 2024 Economic update

The second quarter of the year saw further strong returns from some of the world’s largest technology companies, which helped drive the share market to record highs in the US. However, outside of the ...
Continue reading

Free consultation

Tailoring a solution that ultimately realises your financial ambitions starts by getting to know you.

Get in touch

Free consultation

Tailoring a solution that ultimately realises your financial ambitions starts by getting to know you.

Get in touch