June 21, 2017

Bank Stocks & Portfolio volatility

Lower portfolio volatility? It’s in the bank. Most retirees want a steady income and some ability to withstand market volatility. But what should they do when […]
March 2, 2017

2017 Market Outlook

2017 market outlook Last year, 2016, will be remembered for its political upsets – Brexit, the rise of populism in Europe, and the election of Donald […]
March 2, 2017

Superannuation Changes from 1 July 2017

Are you prepared for the new superannuation changes? In November 2016, the Federal Government passed into law superannuation reforms that were first announced in the May […]
January 31, 2017

Balancing Portfolios in an unbalanced world

Balancing portfolios in an unbalanced world Investors are constantly challenged to navigate through uncertainty. In the near-to-medium term, asset markets are keenly focused on the path […]
September 9, 2016

Beyond Brexit

Brexit triggered volatility in markets, including a sharp depreciation of the British pound and dramatic falls in the share prices of British and European banks. However, […]
September 9, 2016

Questions for AREIT Investors

Five big questions for AREIT investors Investing in Australian real estate investment trusts (AREITs) is supposed to be boring. The aim is to receive stable distributions […]
February 16, 2016

Macro risks elevated in 2016

Continued growth in the US, with some headwinds The Fed commenced the normalisation of interest rates in December as the US economy continues to perform well […]
February 16, 2016

Aged care – making an informed decision

Aged care homes charge a range of fees to cover care, accommodation costs and living expenses. These can vary enormously between facilities and from resident to […]
February 16, 2016

Thinking outside the box: commercial vs residential property

For many, owning your own home or buying an investment property and leveraging off Australia’s attractive negative gearing laws is an appealing wealth creation strategy. However, […]
February 16, 2016

Ignore life’s trigger events at your peril

Can you now relax in the comfort that everything is under control? Certainly not. Remember, life is dynamic, and you will encounter major milestones on your […]