(02) 9363 2900
What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of them. The truth is that no-one knows what will happen next in investment markets. And if anyone
Read More...With the end of financial year closing in we look at some ways to help maximise your superannuation now and into the future. Maximise your after tax (non-concessional) contributions for the year This strategy is generally utilised by people closer to retirement attempting to get as much of their assets into a tax advantaged environment
Read More...Digital innovation has democratised access to financial information to the point where anyone with a smartphone, a few apps and real-time news and data feeds can be like a pro trader. But who wants to do that? And do you need to? In the world of information flows, speed is barely an issue anymore. And
Read More...Practical tips on financing a house and land package Buying a brand new home is very appealing to many home buyers. It’s a great way to get exactly the home you want. It can also mean that there are no unexpected surprises when it comes to the cost of home maintenance and this can make
Read More...The financial landscape for Australians has changed significantly over the past quarter of a century, but Sydney-based strategic advice business Principal Edge Financial Services has provided a rare source of continuity. To mark its 26 years in providing effective, transparent solutions to clients, Principal Edge has recently launched a rebrand to reflect its position and
Read More...There is a well worn saying that ‘none of us are getting any younger’. While this is a (somewhat unfortunate) truism, it is important to reflect on this ‘ageing concept’ with respect to caring for ourselves and our loved ones. Yes, we are all ageing and although it is something we rarely want to think
Read More...The media occasionally locks in on a particular “hot” sector. In the late 1990s, it was technology. In the mid-2000s, it was mining. Writing headlines about fashionable sectors is one thing. Building investment strategies around them is another. A reason that journalists focus on particular industries or sectors is that these stories fit into a
Read More...In March 2015 Warren Buffett, known as the most successful investor in the world published his much anticipated 2015 letter to shareholders. . The 2015 letter marked 50 years since Buffet and partner Charlie Munger took control of Berkshire Hathaway. The letter is published annually ahead of Berkshire Hathaway’s shareholder meeting, described by Buffett as “Woodstock
Read More...A Steady Hand in a Changing World. The financial landscape for Australians has changed significantly over the past quarter of a century, but Sydney-based strategic advice business Principal Edge Financial Services has provided a rare source of continuity. To mark its 26 years in providing effective, transparent solutions to clients, Principal Edge has recently launched
Read More...The 2014 Money Management Top 100 dealer group ranked Principal Edge Financial Services the #1 non-institutionally aligned dealer group. Read the full article here.
Read More...