(02) 9363 2900
‘Tis the season to make forecasts. As we approach the end of the year, newsroom staffing dwindles and editors look for space fillers to keep the readers happy. Yes, here come the investment “outlooks” again. Each year at this time, the financial pages are filled with “investment outlooks” that tell us what we can expect
Read More...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...In a recent survey, participants were asked to nominate the additional services they would like their financial planner to provide, outside of those that they already provide. The responses were divided into different age categories and the results were fairly predictable. In essence, any respondent who was 41 years and older nominated in the top
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...There are moments in our professional lives when we realise why we do what we do. The below letter from a client is an example of this. It also highlights the benefits of being properly insured and the role we play as advisors in assisting people through the claims process. Today I want to take
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...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...