Tupicoffs’ Client Updates
Financial Planning for us means providing our clients with ongoing relevant updates about the financial climate. We keep up to date with all changes that may effect our clients so they never have to worry about their money.
“Our role is to ensure our clients financial opportunities are explored and any pitfalls are avoided. Part of our service as Independent Financial Advisers is to provide our clients with peace of mind. We know life isn't all about money, but we also know how important financial security is to enjoying other aspects of life.”
- Neil Kendall OAM
March 2026 Client Investment Update
from Neil Kendall - Managing Director of Tupicoffs, The Independent Financial Planners
It has been an interesting start to 2026 for investment markets.
Over the past twelve months we have seen increasing geopolitical tensions around the world, including the ongoing war in Ukraine and conflict in the Middle East.
Despite this uncertainty, over the past year the Australian share market has risen by around 9%, while the US share market has delivered gains of more than 16%. Performance across other regions has been mixed. Germany has recorded only modest growth, while Japan has seen very strong returns.
Looking ahead, we expect this volatility to continue through 2026. Markets may move up or down by one or two percent on individual days, and sometimes over the course of a week or month. While this can create uncertainty in the short term, it does not change our long-term investment approach.
Over a year ago we adjusted client portfolios to take a slightly more conservative position, anticipating that markets could face a more uncertain period, particularly with the change in the US government. That positioning has worked well and portfolios have continued to perform strongly.
Outside of investment markets, the Brisbane property market has continued to perform well, while the Melbourne property market has been noticeably softer.
In terms of current events, our view is that at this point there is no cause to take action. The way portfolios have been built allows for volatility. We shouldn't be concerned if we see a short-term sell-off, and we shouldn't be elated if we see a short-term bounce. We expect markets will revert to normal behaviour over time.
Please don’t worry about your money, we’re doing that for you. If you have any concerns or would like to talk things through, we’re always happy to speak with you.
Highlights - March 2026
Geopolitical tensions remain elevated, including the war in Ukraine and conflict in the Middle East.
The Australian share market has risen around 9% over the past twelve months, and the US share market has increased by more than 16%.
Markets have experienced periods of short-term volatility, with sharp falls sometimes followed by quick recoveries.
Client portfolios were positioned more conservatively over a year ago, anticipating a more uncertain environment.
