Looking for value, look beyond US equities
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The recent US election raises questions about the implications for the economy and financial markets as well as equity market volatility and risk.
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News From Wynyard Park Private Wealth
General Advice Disclaimer
This material is provided for information only. No account has been taken of the objectives, financial situation, or needs of any particular person. Accordingly, investors should, before acting on the information provided, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation, and needs.
An overview of trusts in Australia
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Trusts are a common strategy and this article aims to assist with your understanding of how a trust works, the role and obligations of a trustee, the accounting and income tax implications and some of the advantages and pitfalls.
Read MoreFour ways active funds can potentially help to build wealth
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Investing in active funds can be a powerful strategy for building wealth over time. In this context, active funds are managed by professional portfolio managers who aim to outperform the market or a benchmark.
Read MoreRebalancing – what it is, why it matters
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Whether you work with a financial adviser or manage your own portfolio of investments, it’s important to understand the role of rebalancing and regularly review your asset allocation.
Read MoreWhat you can do to protect your personal information
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In Australia we are seeing an increase in the number and sophistication of cyber threats. Our reliance on the internet has created opportunities for cyber criminals to exploit vulnerable targets.
Read MoreWhen markets twist and turn, flex your fixed income
/Investors are grappling with a number of market and economic issues at present, including high inflation, geopolitical risks, banking sector worries, and heightened uncertainty over the path of monetary policy.
Read MoreThe many benefits of a sporting life
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Taking part in regular sports or physical activity has incredible health and wellbeing benefits – and it can even extend your life for seven years or more1.
Read MoreA Will isn’t always the only way
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You would have heard the saying: “where there’s a will, there’s a way”.
Read MoreCyber security
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The COVID-19 pandemic has significantly increased Australian’s dependence on the internet. This reliance has also led to an increase in opportunities for cyber criminals to exploit vulnerable targets.
Read MoreFixed income – new dynamics demand fresh thinking
/How changing markets require investors to think and act differently.
Read MoreInvestment or speculation – where does cryptocurrency fit?
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Unlimited opportunities exist today to invest your money and cryptocurrency (or crypto) is one of the latest buzzwords in the finance world today. But what is crypto really, and how do you decide whether it’s the right ‘investment’ for you?
Read MoreInflation: what does it mean for me and my money?
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Inflation is a hot topic at the moment. But what exactly is it, and how does it affect you and your money?
Read MoreManaging the financial impacts of a mid-life crisis
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A look at how to survive – and even thrive – through a mid-life crisis.
Read MoreIt’s our business to know your business
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If you are a small business owner you would know the importance of having a good team behind you. That includes a team that can help look after your finances, talk to you about appropriate business insurance and discuss succession planning for when you decide to wind up the business, or you are forced out due to ill health or death.
Read MoreHow to avoid the biggest investment mistakes
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Some of the biggest investment mistakes
While investing isn’t brain surgery, you do need some level of knowledge and experience to make consistently good decisions.
Read MoreThe quest for secure retirement income
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Why the four-bucket method could be the holy grail.
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Investing with confidence
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When it comes to investing for a comfortable retirement, could you be your own worst enemy? Here’s how your unconscious fears and biases could impact your financial decision-making – and what you can do to keep them in control.
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