Investment Markets: Where have we come from? Where are we headed in 2023?

These sessions form part of our investment committee’s intel collection and assist us in recommending a best of breed investment solution.

In this session, I invited Max Mulholland-Licht to sit down with me and chat about the current state of the share market and the economy as well as the path forward through this complexity.

Max is a consultant and part owner at Evergreen Consultants. We partnered with Evergreen to sit on our investment committee. Our investment committee helps drive the Satori Advisory investment philosophy and investment decisions. We identifying opportunities to be exploited and risks to be removed, with the objective of delivering on superior long term returns for our clients.

We focused on the following 5 questions and themes:

  • Recap on the 2022 year to date
  • What’s the relationship between economic data and share market cycle?
  • What can we be optimistic about?
  • What are the tactics we are utilising to take advantage of opportunities?
  • What’s the longer-term lessons?

Please feel free to get in touch on 1300 925 081 or send an email to if you’d like to book in a chat on the above or on other matters.


CXC Financial Partners completed an exciting rebrand and name change to

Welcome to the brand new website.

Our new branding is built around the concept of Wealth Enlightenment.

Enlightenment by transforming complexity to simplicity; and simplicity to meaningful action.