What do you have planned for 2026?
 
2026 has given us the gift of another 365 blank pages. Will this year be the year to tick off one, or more of your ‘bucket list’ items; a fresh start or new venture; or simply finding the time to do more of the things you already enjoy doing. 
 
What may seem like a long way away now, often sneaks up on us – it’s the middle of January - so it is important to start the planning process early. After all nothing that you really want is easy, so planning and focus is essential if you want to achieve your goals.
 
The key to realising your goals in 2026 is to make them specific, write them down, tell as many people as you can and store them in a place that can be visible every day, like the fridge for example. 
 
Some common financial goals are saving for a holiday, moving to your dream home, changing jobs, working out whether you are on track to reach financial independence, reviewing your wealth protection plan, starting an education fund, consolidating your super funds, or sorting out your Wills.  

Investment market highlights from 2025 

  • US and Australian share markets both posted double digit returns.
  • With the inauguration of Donald Trump came the “Big Beautiful Bill” and volatility surrounding tariffs.
  • Over the past 5 years, including Covid in 2020, there has only been one negative year which was 2022.
  • Australian interest rates have likely hit the bottom, with the latest inflation data above the RBA target of 2 – 3%.

 

2026 Global Market Outlook 

Russell Investments is the 3rd largest Investment Manager in the world with circa USD$430 billion under management. They share their views on the outlook for 2026. Key topics of interest include:

  • Rise of the Machines: The Productivity Revolution
  • Rethinking Resilience
  • The Great rebalancing
  • Equities outlook.
  • Fixed Income outlook
  • Regional snapshots
  • Asset class preferences

Please click here to read the full report or to watch the video.

Copyright © 2025 Coastline Private Wealth, All rights reserved.

Our mailing address is:
PO Box 2082
Churchlands WA 6018