What crowdfunding means for the wealth industry
/Many family owned businesses across Australia are not pre-IPO candidates nor are they willing to hand over management to venture capital or private equity firms.
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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.
Many family owned businesses across Australia are not pre-IPO candidates nor are they willing to hand over management to venture capital or private equity firms.
The number of indices benchmarking portfolio performance in the world now far exceeds the actual number of stocks in the world. This is patently absurd.
Read MoreMorphic Asset Management’s Head of Macro and Risk Geoff Wood outlines five tips we apply to manage risk.
Read MoreEvery 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 MoreLooking 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 MoreDo the right thing. It will gratify some people and astonish the rest. Mark Twain
Read MoreThe impending entry of Amazon is garnering a lot of press. It is expected to boost online sales growth; however, as a proportion of the total retail market, Amazon and other online retail retailerswill remain small.
Read MoreYou don’t need millions to give a house a new lease on life – little things can make a big difference.
Read MoreIt 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.
Read MoreJune 30 is fast approaching but there’s still time to consider the strategies available to you to build your wealth.
Read MoreIf you want your children to grow up making sensible financial decisions, it pays to start early. Guiding your children through the basics of saving, budgeting and spending from a young age will help them to develop good habits for life.
Read MoreWhy overcoming our worst human impulses can have great rewards.
Read MoreThe first question most people ask about investing in industrial shares is: why limit yourself to industrial shares in a country like Australia, one of the world’s great resource producers?
Read MoreOliver 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 MoreSpecialists Financial Advisers to high net worth families, company directors and city professionals
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