At Bentleys Wealth (Queensland), we have one continuous objective – to deliver efficient services that meet your needs.
These services include timely insights that will keep you informed.
In an environment where things can change rapidly, it’s critical to stay informed. We’ll be sending you regular economic updates and insights on current financial matters so that you can keep your finger on the pulse. These insights are in addition to the individual reviews that we will schedule with you. Our goal is to arm you with all the information you need to understand what’s going on in the market.
You can also access all of these updates below.
Find out more about our customised investment solutions
Monthly Portfolio Fact Sheets
2023
2023 | Conservative | Balanced | Growth | High Growth | Defensive |
---|---|---|---|---|---|
January | Download | Download | Download | Download | Download |
February | Download | Download | Download | Download | Download |
March | Download | Download | Download | Download | Download |
April | Download | Download | Download | Download | Download |
May | Download | Download | Download | Download | Download |
June | Download | Download | Download | Download | Download |
July | Download | Download | Download | Download | Download |
August | Download | Download | Download | Download | Download |
September | Download | Download | Download | Download | Download |
October | Download | Download | Download | Download | Download |
November | |||||
December |
Monthly Portfolio Fact Sheets
2022
2022 | Conservative | Balanced | Growth | High Growth | Defensive |
---|---|---|---|---|---|
January | Download | Download | Download | Download | Download |
February | Download | Download | Download | Download | Download |
March | Download | Download | Download | Download | Download |
April | Download | Download | Download | Download | Download |
May | Download | Download | Download | Download | Download |
June | Download | Download | Download | Download | Download |
July | Download | Download | Download | Download | Download |
August | Download | Download | Download | Download | Download |
September | Download | Download | Download | Download | Download |
October | Download | Download | Download | Download | Download |
November | Download | Download | Download | Download | Download |
December | Download | Download | Download | Download | Download |
2021
2021 | Conservative | Balanced | Growth | Growth Plus |
---|---|---|---|---|
January | Download | Download | Download | Download |
February | Download | Download | Download | Download |
March | Download | Download | Download | Download |
April | Download | Download | Download | Download |
May | Download | Download | Download | Download |
June | Download | Download | Download | Download |
July | Download | Download | Download | Download |
August | Download | Download | Download | Download |
September | Download | Download | Download | Download |
October | Download | Download | Download | Download |
November | Download | Download | Download | Download |
December | Download | Download | Download | Download |
Economic Updates 2023
Economic Updates 2022
Monthly Market Updates
Market Watch Updates
2021
Special Reports
Your Bentleys Team

Ashley Honeyman
Director, Financial Planning
Bentleys Queensland

Joel Carty
Financial Planner
Bentleys Queensland