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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.
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 More“History, is just one damned thing after another” said one sceptic. For investors, it’s something else altogether. Studying history is a great way to learn to be a successful investor – and so improve your lifestyle.
Read MoreYour 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 MoreDiversification 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 MoreFixed income in a portfolio can provide liquidity, regular income and diversify away from risk in shares. Essentially, fixed income assets should provide some certainty and predictability, which can be the defensive anchor of a portfolio.
Read MoreHaving a baby is a wonderful experience, but are you financially ready for it?
Read MoreYou 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 MoreFor some employees, the New Year marks the end of their company’s 2015 employee performance period and possibly a bonus payment. If you are fortunate enough to have an employer bonus payment to look forward to, you may have some tax savings options up your sleeve.
Read MoreFrom 1 January 2017 Government changes to the age pension are likely to reduce pensioner entitlements. It’s important that you understand how the changes could affect you.
Read MoreMany of you will have seen the term franking credit appear on your share dividend statements, but what does a franking credit actually mean and how you can benefit?
Read MoreWe’ve all had those ‘what if’ moments, where thinking big gives us a rush of adrenaline. But seriously, before you rush off on that long dreamed of holiday, what should you do if you were lucky enough to land a windfall? Here are four practical options to consider:
Read MoreLife in your 50s is great. You don’t have a huge mortgage, the kids have grown up and are not as dependent on you, your career has progressed… So what is next financially?
Read MoreJune 30 is fast approaching but there’s still time to consider strategies to help you build your wealth and reduce the amount of tax you pay.
Read MoreThe benefits of a combined long/short fund: increasing the opportunity for alpha
Read MoreBroken work patterns to raise children, lower average earnings, and a longer life expectancy mean most women face more financial hurdles in their retirement than men. Taking action when women are young can help prevent significant disadvantage later on.
Read MoreReady or not, the end of the year is fast approaching and now is the perfect time to start thinking about your financial future.
Read MoreSpecialists Financial Advisers to high net worth families, company directors and city professionals
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