INSIGHTS

The love affair between Australian individuals and their bricks and mortar properties is well known and will continue to be part of our culture in the future.

Topics: property investment, alternative options to investing in property

Whether you are making your first plunge into the investment market, or due to unforeseen circumstances you need to start investing later in life, there are some basic tips outlined below that you should consider before starting your investment process.

Topics: new investors, investment strategies, financial plan brisbane

The ASX 200 reporting season for August 2017 was very good, although not great. Almost 91% of full-year reporting companies produced a profit, above the long term average of 87% but down from 94% in February 2017.

Topics: corporate profit reporting season

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