Our Core + Satellite Approach To Investing

At Wise Owl Financial, we offer a model portfolio service to our clients. Each portfolio consists of a group of investment funds that we’ve picked to provide you with a well-diversified investment portfolio and an appropriate mix of risk and return. The advantage of a model portfolio is that it enables us to implement a […]

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Keeping In Touch – Newsletter – August 2015

The August 2015 edition of the Keeping In Touch financial planning newsletter is now available. This edition focuses on how financial planning works. We explain the different steps to creating a financial plan that’s right for you. Click here to learn about how financial planning can help you. If you’re looking for help with your […]

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Magellan Annual Investor Report

Magellan Asset Management Limited have recently released their annual investor report. The report provides a good overview of how Magellan are investing their client’s money, and also gives an insight into how they view investment markets, and the positions they have taken. Click here to read the Magellan Annual Investor Report. If you have any […]

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The Key Newsletter – Winter 2015

We’ve uploaded the Winter edition of our financial planning newsletter, The Key. In this edition we look at the super gap, UK pensions, changes to Australian Age Pension rules and dieting. Click here to read The Key newsletter. If you have any questions about any of the articles in the newsletter or you need some additional […]

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The Key Newsletter – Autumn 2015

The Autumn edition of our financial planning newsletter ‘The Key’ is now available. In this edition we look at oil prices, how technology can help you keep track of your activity, thinking outside the investment square and how adding insurance to your superannuation can be beneficial. Click here to read the newsletter. If you have […]

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