INSIGHTS

We were lucky enough to have Chris Weldon, Portfolio Manager from Davis Advisors, New York; visit our offices recently to discuss the benefits of international investments and how they can play a role in a diversified portfolio.

Topics: international investing, accessing multinational investment opportunities

For many Australians, their wealth journey consists of owning a family home and accumulating superannuation. But many would be interested to know there are other wealth generating strategies available.

Topics: superannuation, investing outside of superannuation

For most Australians, the greatest amount of financial pressure will take place from age 30 to 40. Getting married, higher education (or paying it off), mortgage repayments, career breaks and providing for children can make controlling the weekly cash flow difficult during this time.

Topics: budget, household budget, saving in 2017

In my experience as a financial planner, around 10% of Australians prepare and stick to a personal household budget. However, budgeting is the first step in establishing a good financial plan and achieving your financial goals.

I know it’s hard to do, especially when unforseen expenses occur like blown air-conditioners in summer, car registration, insurance and Christmas gifts crop up; but in the current climate of lower investment returns and a slowing domestic economy, we should all be reigning in our spending habits.

Topics: budget, household budget, saving in 2017

Trump won ... it happened ... so now what?

Topics: US election

With holidays fast approaching for most and Christmas on the horizon, have you stopped to think how you will fund your additional expenses during December and January?

Topics: savings, holiday savings, christmas savings

The reporting season is over and the Federal Reserve meeting for September has past. Footy finals have concluded ... so what's next to keep us interested on the news-front?

Topics: investment portfolio, reporting season, financial planning

During August (which is when Australian companies report their profit earnings), the results have revealed, on average, solid health and this has helped support the local economy.

Topics: earnings investment review, financial planning

We are delighted to have our business and planners profiled in Professional Planner Magazine.

Topics: financial plan, professional planner magazine

In the Budget released in May, there were a few lesser known changes that apply to aged care. In particular, the government has proposed to save $1.2 billion over the next four years through changes in the Aged Care Funding Instrument (ACFI).

Topics: investment planning, aged care