Jane L Noller Financial Services
Key Associate: Jane Noller Business Phone: 02 9980 5892 Address: 3/374 Pennant Hills Road, Pennant Hills NSW 2120 About: Jane is a highly qualified and experienced accountant who has been practising as a sole [...]
Cotter Accountants
Key Associate: Asher Cotter Business Phone: 02 4346 4400 Address: Level 1, Unit 4 25 Anzac Road Tuggerah NSW 2259 About: As the face of Cotter Accountants, Asher is essential in assisting clients [...]
Camber Wealth
Key Associate: Brendan O'Brien Business Phone: 02 4367 6000 Mobile Phone: 0414 971 727 Address: Suite 15, Fountain Corporate, 2 ILYA AVE, ERINA NSW 2250 Contact Us [...]
Portfolio Update – Incitec Pivot
Incitec Pivot (IPL) Today, the global fertiliser and explosives manufacturer, reported its first-half 2023 results, which were weaker than sell-side expectations, but ahead of our expectations. HNW Equity and Income Portfolio hold a 3% weighting to IPL. Key Points: Solid Profits: First [...]
Portfolio Update – QBE Insurance
QBE Insurance (QBE): On Friday morning, the global insurer gave a quarterly update at their AGM, confirming the continuation of positive trends in insurance management discussed at their FY22 result in February. The HNW Portfolio has a 4% weight to [...]
2023 Bank Results – Westpac Banking Corporation
Westpac Banking Corporation (WBC) released its first half-year results on the 8th May, which came in above market expectations. Westpac is the third of the big four banks to report their half-year results this season, with CBA to follow. The HNW [...]
2023 Bank Results – ANZ Bank
ANZ Bank (ANZ) released their first half-year results on May 5th, which came in around market expectations highlighting the increased competition in deposits and lending. ANZ is the second of the big four banks to report this season, with their result being [...]
2023 Bank Results – Macquarie Group
Macquarie Group (MQG). On May 5th, the global investment bank reported their full-year results for 2023, which were solid, despite the typically downbeat guidance management gave earlier in the year (see below). The HNW Equity and Income Portfolios both hold [...]
Portfolio Update – JB Hi-Fi
JB Hi-Fi (JBH): Yesterday morning JBH provided an update to Q3 2023 sales which were stronger than expected and defied analyst predictions of a sales slump. The market has consistently underestimated JBH's ability to pivot into new consumer goods areas. [...]
Portfolio Update – Amcor
Amcor (AMC): Yesterday morning, the global packaging company gave a quarterly update, which came in below market expectations. We usually don't comment on 3-month report releases as they are too volatile and can give a misleading picture, both positive and negative, [...]
