A financial advisor’s job is to develop a plan and help you implement that plan over many years, so that you achieve your financial and lifestyle goals. This includes navigating the inevitable changes in your circumstances, markets, investments and so forth – knowing when to stick to the plan and when to alter it. Achieving …
I have noticed that more people are attracted to seeking out work that they have a personal connection with, particularly since the beginning of Covid. That is, for a growing number of people, the emotional rewards (satisfaction) that their work offers is becoming more important than the financial rewards. This might include working in the …
Over the past 20 years, the US share market has risen 5-fold, the Australian share market 5.4-fold and Australian property 4.2-fold. That means if you invested half a million dollars 20 years ago, in either shares or property, it should be worth between $2 and $2.5 million today. You’d have even more money if you …
As a completely independent advisor, I have no vested interest in how my clients invest. Whether they invest in property, shares or any other asset class makes no difference to my life. Of course, I want them to invest in (1) assets that are most appropriate for them and (2) assets that provide the highest …
The below video is a recording of a presentation that Stuart Wemyss (ProSolution Private Clients) and Jarrod McCabe (Wakelin Property Advisory) hosted on 21 July 2021. It provides an update on various matters including: Economic update as it relates to investment-grade property Current state of the property market and outlook Interest rate outlook and current …
One of the challenges that many investors face is deciding what to invest in, how much and when. There are three methodologies that you can employ to help make this decision, but only two are supported by evidence. What is mean reversion? Mean reversion is a financial theory that suggests a period of above average …
There are a number of factors that I consider when contemplating an investment on behalf of my clients or for me, personally. I think it’s very important to consider a vast array of investment opportunities (or appoint an advisor to do it on your behalf). But it is even more important to discount most of …
Last week a prospective client asked me a very good question. They asked whether I have data that shows what investment returns my clients have generated. Whilst this sounds like a logical question, my response was that not only did I not have this data[1], but it also wouldn’t necessarily be that useful. The reason …
Treasurer Frydenberg handed down the federal budget last night and to be honest, there’s not a lot in it for individuals and investors. However, there are some real positives for small business, first home buyers and retirees. This blog provides a summary of the initiatives announced on 11 May 2021. First home buyers’ to be …
It’s stating the obvious to say interest rates are very low at the moment. But what can be easily underestimated is how powerful low rates can be for investors. Low rates magnify the power of gearing. And arguably, the next few decades could provide the best opportunities in a lifetime for investors, if they are …
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