Felicity is a multiple award-winning Financial Planner, Wealth Manager, and Speaker who has earned the reputation as a seasoned and passionate leader in the financial space. Based on the Gold Coast, but serving client all over Australia, through the span of almost two decades, she has cultivated extensive first-hand experience in her field, having worked with JBWere Goldman Sachs, Macquarie and Morgans before obtaining her own licence so that she could provide Independent Financial Planning advice to her clients.
https://cwealth.wistia.com/medias/09zq66mtzi?embedType=async&videoFoam=true&videoWidth=640 As 2021 comes to a close, we look at some of the top research to give us an insight into … [Read more...] about Birdseye view of the market – 2022 Economic Outlook
https://cwealth.wistia.com/medias/1v7yp2nngm?embedType=async&videoFoam=true&videoWidth=640 References for your interest: Charles Schwab - Mysterious ways bullish sentiment … [Read more...] about Birdseye View of the Market – 19 November 2021
We explore this weeks key themes in the marketplace. Inflation & Interest Rates - Markets versus Central Bank Outlooks - Forecast interest rate movements in the US over 2022 and 2023 Supply … [Read more...] about Birdseye View of Market News and Economic Insights 12 November 2021
This week we've seen 4 key themes emerging amongst analysts, newswires and fund managers: Reporting season for the banking sector Energy pricing Inflation Equity market outlook We … [Read more...] about Market Update – 29 October 2021
Money & Life Magazine recently featured our Director, Felicity Cooper, winner of the FPA (the Financial Planning Association) Financial Planner AFP of the Year. As they mentioned: "for a small … [Read more...] about Winner FPA Financial Planner AFP of the Year Award
