May 18, 2021
EoFY 2021 – How to best prepare
What you need to consider… NOW It’s like Christmas without the gifts, just the work. However, good planning pays dividends. Here are...
May 18, 2021
How will my kids buy a home?
There are a number of options, many focused on fast tracking the required deposit and borrowing the rest from the bank. And what is the...
May 18, 2021
Who’s your investment guru? – Conversation 5
This is the fifth article in a series designed to help you get the very best out of your financial adviser. If you’re already a client of...
Apr 20, 2021
Let’s talk about that risk profile – yet again. Conversation 4
This is the fourth article in a series designed to help you get the very best out of your financial adviser. If you’re already a client...
Dec 15, 2020
November was the month of the dog
They say that every dog has its day and in the investment markets the dog sectors of 2020 have finally escaped their lockdown to enjoy...
Dec 7, 2020
Exchange Traded Funds – 7 questions answered?
1. What are Exchange Traded Funds (ETF’s)? ETF’s are a unit trust (like a managed fund) traded on a stock exchange. Like a managed fund...
Oct 10, 2020
Should investors fear the US election?
The polls are starting to strongly favour a Democrat victory on 3 November but there’s no doubt that Donald Trump has the potential to...
Jul 17, 2020
Why growth stocks are whacking value stocks
A vexed question in the markets right now is that growth stocks are going through the roof while value stocks are going nowhere. ...
Jul 12, 2020
Portfolio value dropped significantly in July? Not all is as it appears…
The new financial year has begun and financial markets do appear to be somewhat disconnected from the realities of the post-COVID world,...
Jun 6, 2020
Negative Rates- What it really means
Last week there was some speculation surrounding Governor Lowe moving the official RBA Cash rate into negative territory. And before we...