Unhealthy Attachments
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Have you ever made yourself suffer through a bad movie because, having paid for the cinema ticket, you felt you had to get your money’s worth? Some people treat investment the same way.
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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.
Understanding elder financial abuse to protect you and your loved ones
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To help protect you and your loved ones, it’s important to understand that elder financial abuse can take many different forms and can be committed by a variety of people, including strangers, friends or even family members.
Read MoreHow an ETF can help your SMSF portfolio
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SMSFs and exchange traded funds (ETFs) can potentially be a great match. They make it easy to invest across a broad range of shares and different asset classes, strengthening your investment mix and reducing risk.
Read MoreRedefining risk for income investors
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An equity-based investment fund that aims to deliver dependable income is likely to deviate significantly from the Australian share market index. It requires an active approach to manage a set of very different risks.
Read MoreTop 5 Risk Management Tips
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Morphic Asset Management’s Head of Macro and Risk Geoff Wood outlines five tips we apply to manage risk.
Read MoreLessons from the market
/Every market cycle – bull or bear – provides opportunities for investors to improve their process for investing. The best thing to do is learn from past events and apply those lessons to your future investment strategies and circumstances.
Read MoreEconomic outlook
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Looking forward, the Australian Dollar faces downside risks given Australia’s lower interest rates, lower economic growth and large foreign debt, a stronger US and possible rollover in China-linked commodity prices.
Read MoreSelf-employed? Don’t leave your business at risk
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What would you do if you became sick or injured and were unable to keep your business running?
Read MoreIncome protection insurance – cover for your way of life
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If something happened to you and you were unable to work, would you have enough money set aside to cover your day-to-day bills and look after your family?
Read MoreAPRA’s needle just popped the housing bubble
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It is said that a bubble is just a bull market that you’re not in. A pithy one liner that neatly captures the fine line between good fundamentals and overvalued assets.
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Trust your strategic plan but keep some powder dry
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Oliver Cromwell, in the opening battle of the English civil war in 1642, is reported to have told his Roundhead troops, “Put your trust in God, my boys, but keep your powder dry.” Or in today’s common application, “Keep calm and take precautions so you can ‘let rip’ when the opportunity presents itself.”
Read MoreBalancing portfolios in an unbalanced world
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Investors are constantly challenged to navigate through uncertainty. In the near-to medium term, asset markets are keenly focused on the path of monetary policy and the potential headwinds that a reversal of unprecedented monetary easing could bring.
Read MoreWhy having a proper estate plan is so important
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Your Will is a legal document that sets out directions for the administration and disposal of your assets after death. While most people are familiar with the concept of a Will, many are surprised to learn that a Will cannot automatically control the distribution of their interests in companies, trusts and other structures.
Read MoreProperty and diversified portfolio
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Diversification is the standard tactic employed to reduce the total risk of your investment portfolio. By spreading your investment risk across different asset classes, geographic markets, time periods, fund managers and shares, losses should be isolated to independent asset classes and ideally, can be offset by gains on other assets.
Read MoreIgnore life’s trigger events at your peril
/You may have a well-constructed estate plan delivering the outcomes that you want regarding your wealth after death. When established, your estate plan may pass the fundamental test which is: “will this plan ensure that the right amount will be paid to the right person at the right time?”
Read MoreMake sure your estate ends up in the right hands
/Each year, large numbers of Australians die without a Will. As our lives become more complex, it is an oversight that can be as costly as it is heartbreaking.
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