Russell Investments has released the findings from its fourth annual Value of an Adviser Report, which validates the true value that financial advisers provide to clients, especially through the pandemic. […]
Study finds: Advised clients outperform non-advised Read More »
Concentration risk. No, it’s nothing to do with thinking too hard about something. In fact, it’s more likely to be a result of not paying enough attention. Concentration risk is
Concentration Risk in investing: What it is and how to reduce it Read More »
Buying a property is one of the biggest investments many people will make in their lives. When it comes to securing a mortgage, many buyers may be so focused on
Do you have the right insurance for your home loan? Read More »
In March 2020, when world markets were being smashed by COVID noise, we spent a lot of time speaking with our clients and helping them stay calm in the face
Investing is noisy – here are 4 tips for staying focused Read More »
ETF stands for Exchange Traded Fund. They are a type of investment that behaves like shares (meaning they can be bought and sold on the stock exchange) while offering the
ETFs – What are they and are they right for you? Read More »
In recent years, ethical investing or socially responsible investing (SRI) has become increasingly popular. Driven by the growth in demand for businesses that are profitable and ethical, along with regulatory
Socially responsible investing – is it for you? Read More »
Media headlines focus more on share market drops than rises, but wherever there is a weakness there is usually an opportunity lying in wait. High-quality companies are available at excellent
Three ways to invest in shares Read More »
There are no two ways about it – raising a family is expensive. But did you know that some of the biggest costs come in later years, once your children
Planning for your children’s financial independence Read More »
Many Australians are turning to growth assets in order to chase better returns than those offered by the banks. With thousands of shares listed on the stock exchange, what do
Selecting shares to invest in – 5 key considerations Read More »
The property market in Perth right now is red hot. What’s driving the heat? Lots of factors: There are fewer properties on the market listed for sale (8,680 compared to
Don’t get caught out: The hidden costs of selling a property Read More »
Borrowing to invest, also known as gearing or leverage, is a risky business. While you get bigger returns when markets go up, it leads to larger losses when markets fall.
Borrowing to invest – should you do it? Read More »
Buying an investment property is a well-worn road to riches for many Australians. Despite a few ups and downs residential housing has delivered strong returns over many years, and experts
Why ‘low-interest’ is causing high interest in property Read More »
The story below was written by one of our long-time clients Kelly Exeter who lost her husband Anthony (Ant) in a freak accident two years ago. It is rare but
The value of financial advice when tragedy strikes – a personal story Read More »
Thinking about making a sea-change or tree-change? Wondering if it’s a good time to buy in the city? With house prices rising fast across most of the country, here’s what
Buying a home in 2021? Read this first Read More »
It goes without saying that homebuyers love low-interest rates. The lower the interest rate the less the mortgage repayments on a particular house, right? Well … maybe. Lower interest rates
Are low interest rates good for home buyers? Read More »
