Category Archives for Investing

6 secrets of successful investors

The investment world can change dramatically from one month to the next. But these secrets of successful investors never go out of style. Successful investing can be one of your biggest allies in the quest for long-term financial security. Unfortunately, unsuccessful investing can leave you wishing you’d kept your money in the bank. So what […]

Continue reading

3 reasons to bond with bonds

Bonds are one of the four major assets classes, but they’re probably the least understood. Here’s why they’re an important part of many portfolios. What are bonds? Bonds are essentially loan arrangements that governments and large companies use to raise money. These loans generally have a fixed term and a fixed interest rate, with the […]

Continue reading

When a Will isn’t enough

Think having a Will in place means your estate plan is taken care of?  Here are five examples that might make you think again. Most people appreciate that having a Will helps you formalise what you’d like to happen to your assets if you pass away. While there’s no doubt a Will is an important […]

Continue reading

5 ways to smarten up your SMSF

There are over 560,000[1] Self Managed Super Funds in Australia, many of which could benefit by following a few simple steps. The stunning growth of SMSFs in Australia means that over 1 million Australians are now members of an SMSF, with combined assets greater than both retail and industry super funds. While many of these […]

Continue reading

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? […]

Continue reading

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 […]

Continue reading

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 […]

Continue reading

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 […]

Continue reading

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 […]

Continue reading

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 […]

Continue reading