Recently, we shared a client case study that showed how Investments and Superannuation strategies can be utilized to work in your favour. Today we will be presenting you with a case study similar to our previous one which discussed Retirement Planning. However, we will be focusing on maximising Super Contributions to reach our goal. Our client […]
We discussed Personal Retirement Planning on our previous case study. Today we’ll be looking at another client case study about Investment and Superannuation Strategy and how essential it is to planning and creating a stable retirement fund. In some recently released results from “The Australia Talks National Survey” of more than 50,000 Australians, it was […]
Being financial advisors, we are always working to improve the financial lives of our clients. Principally, our work revolves around assisting our clients to achieve financial security and fulfill their higher goals in life. We recently wrote about insights on what consumers think of financial advice and of the advisors who deliver it based on a […]
“World stock markets have rounded off a wild and difficult year,” the article began, pointing to multiple uncertainties in a polarised US political system, a crisis–ridden Eurozone and a rapidly slowing Chinese economy. Does that sound familiar? That was from a calendar year wrap–up of markets published by BBC News on 30 December 2011, more […]
Global equity markets posted their worst performance in seven years in 2018, although most of the damage was done in the fourth quarter. The step-up in volatility towards year–end was variously attributed in the media to US–China trade tensions, signs of a global economic slowdown and concerns about the US Federal Reserve’s plans for further […]
I was never a mechanically-minded kid. At the start of year 9 in school, all students were required to choose from a list of elective classes. The options were woodwork, metalwork or typing. Every other boy in my year 9 class chose woodwork or metalwork. I chose typing. This wasn’t due to any foresight about […]
Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung back the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up doing us more harm than good. There are several explanations from economists […]
The global fashion industry is fickle by nature, pushing and then pulling trends to keep hapless consumers forever turning over their wardrobes. Much of the financial services industry works the same way. Fashion designers, manufacturers and media operate by telling consumers what’s in vogue this year, thus artificially creating demand where none previously existed. What […]
If you like a good podcast and you want to stop doing stupid things with your money, check out this episode from Freakonomics Radio. We like this episode because it tells the same story we have been telling our clients for years. Thankfully they have been listening. The result – a successful investment experience. Image courtesy […]