(02) 9363 2900
What’s the ideal investment strategy? Is now a good time to be in stocks? Should currency risk be hedged? Questions of that kind, often seen in the financial media, tend to confuse means with ends. The answer in every case is “it depends”. Think about a group of friends, dining out at a restaurant, and
Read More...The path to success in many areas of life is paved with continual hard work, intense activity and a day-to-day focus on results. In long-term investment, however, that philosophy is turned upside down. The Chinese philosophy of Taoism has a phrase for this: “wei wu-wei”. In English, this translates as to “do without doing”. It
Read More...Have you noticed the surge recently in people wandering aimlessly and staring at their smartphones? Chances are they’re playing Pokémon GO, the latest craze. It’s an activity eerily close to how some folk see investing. From Tokyo to Frankfurt and from New York to Sydney, tens of millions of people have become obsessed with finding
Read More...Principal Edge Financial Services has broadened its advice offering to clients by integrating mortgage services into its growing business. Principal Edge Financial Services is a privately owned boutique advice practice who has been providing tailored advice solutions to their clients for close to 30 years. It has been through these client interactions they recognised that
Read More...When news breaks and markets move, content-starved media often invite talking heads to muse on the repercussions. Knowing the difference between this speculative opinion and actual facts can help investors keep their nerve. At the end of June, UK citizens voted in a referendum for the nation to withdraw from the European Union. The result,
Read More...Recent research by Zurich has found that Australia is one of the most under-insured and financially illiterate nations in the developed world. Zurich in partnership with Oxford University developed their 2016 Income Protection Gap report based on surveying 11,000 individuals across 11 selected countries. The findings revealed that Australians are considered under-insured, financially illiterate, over-confident
Read More...Throughout our years of giving tailored advice solutions and our client interactions we have recognised that individual loan portfolios form a critical component of a financial plan. There are important considerations and options to account for in developing a customised credit portfolio. To reflect this we are delighted to announce the integration of “Principal Edge
Read More...Well you’re not alone. And the sandwich is growing! One notable authority on the subject has categorised three demographic groups affected by this issue: Traditional Sandwich (usually 30s-40s): Caring for/helping ageing parents and raising their own children. Club Sandwich (usually 50s-60s): Those sandwiched between the needs of elderly parents, adult children and caring for/helping with
Read More...Do you ever listen to the news and find yourself thinking that the world has gone to the dogs? The rollcall of depressing headlines seems endless. But look beyond what the media calls news and there also are a lot of things going right. It’s true the world faces challenges in many areas, and the
Read More...Savouring a vintage wine is one of life’s great pleasures. But often overlooked in the joy of consumption is the carefully calibrated journey from grape to glass. Similar levels of care are critical to good investment outcomes. A host of variables can determine whether a wine is great, good, mediocre or undrinkable. These include the
Read More...