Category Archives for Investing

The real costs of owning property – Do investment properties really add up?

Australians have long been attracted to property as an investment.  But we also tend to have a blind spot when it comes to the costs of owning it. Property holds a special place in the hearts and minds of Australians. But do we let our love for property cloud  its true value as an investment? […]

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When the market doesn’t matter – Putting your goals first

A goals-based investment approach isn’t focused on ‘beating the market’. It’s about tailoring your investments to meet your personal goals. Performance comparisons are unavoidable in the investment world. Every day you see investment managers  measuring their success by how much they’ve outperformed the market, or their peers, over a given time period. The problem with […]

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Ausbil Emerging Leaders Factsheet – December 2015

One of the investment managers within our Model Portfolio service is Ausbil. In this quarter’s report to our Model Portfolio investors we mention the Ausbil fund. To help you learn more about the Ausbil Emerging Leaders fund we’ve attached a factsheet for the December 2015 quarter. Please click here to read the factsheet. This fund […]

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January 2016 Market Update

It’s been a rough start to 2016 with investment markets around the world declining in value. Shares will go through periods of downturns – this is a normal part of investing – although not a very pleasant part. Shane Oliver from AMP Capital has written a market update which explains what is happening around the […]

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Update on Aspect Capital for our model portfolio clients

Many of our clients have investments within our model portfolio service. In this quarter’s portfolio update we make reference to the Aspect Capital fund. Here is the link to the fund report that we refer to in our update. If you’d like to find out more about our model portfolio service or financial planning in […]

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Keeping In Touch – Newsletter – October 2015

The October 2015 edition of the Keeping In Touch financial planning newsletter is now available. This edition focuses on the power of regular investing. Click here to learn more about the power of regular investing. If you’re looking for help with your financial planning we offer a free first appointment where we can meet and talk about your goals […]

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Recovering From Redundancy

Although our economy is showing good signs of recovery, it seems that it’s still not uncommon to read a story about large or high profile businesses making staff redundant. The flow on effects from past tough economic times are still being felt in many sectors of the economy and redundancy remains an all too common […]

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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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