Blog Archives

Are we facing the end of the growth cycle… for now?

2018 has been a mixed year for investors, with some gains, and some losses. We’ve seen a complex economic environment with geopolitical and trade uncertainty, a change of PM (again,) a Royal Commission or two and the possible burst of

Posted in Advisers, Australian Economy, Finances, Money Tagged with: , , , ,

Diversification of assets is a good defence against a fall

Increased Diversification can assist in lowering risk in times of market volatility. A properly constructed portfolio can protect investors in downturns in the market and help provide appropriate returns at other times. Portfolios which include diversifying assets may protect the

Posted in Economy, Money, Wealth Tagged with: , , ,

Strategies for soaring school fees

With private school fees rising each year, it pays to start saving early. Most parents believe a good education is an investment in their child’s future. But with the total cost of a private-school education approaching up to $500,000, finding

Posted in Australian Economy, Budgeting, Debt Management, Finances, Investments, Savings Tagged with: , , , , ,

Putting your Goals First

A goals-based investment approach isn’t focused on ‘beating the market’. It’s about tailoring your investments to meet your personal goals. Performance comparisons are unavoidable in the investment world. Every day you see investment managers  measuring their success by how much

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3 Reasons to Bond with Bonds

Bonds are one of the four major assets classes, but they’re probably the least understood. Here’s why they’re an important part of many portfolios. What are bonds? Bonds are essentially loan arrangements that governments and large companies use to raise

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The real costs of owning property

Australians have long been attracted to property as an investment.  But we also tend to have a blind spot when it comes to the costs of owning it. Property holds a special place in the hearts and minds of Australians.

Posted in Australian Economy, Economy, Finances, Investments Tagged with: , , ,