Wealth Accumulation

A beginners guide to long-term wealth...

A beginners guide to long-term wealth...

It's often said that starting out early on one's investing journey will deliver good long-term results…

Financial counsellor or planner: What's the difference?

Financial counsellor or planner: What's the difference?

Ok we get it, knowing where to turn to for financial advice can be confusing sometimes! Financial planners and financial counsellors are both types of financial experts, so which one is right for you?

Shares explained...

Shares explained...

Ever contemplated investing in shares but don’t know where to start?

Before you do, it’s important to understand what shares are, how they work and why the bulk of adult Australians who own shares – directly or through managed funds/super – see it as a primary strategy for generating long-term wealth…

2018-19: A rough ride, but ok in the end...

2018-19: A rough ride, but ok in the end...

The past financial year saw a roller coaster ride for investors. Share markets plunged into Christmas only to rebound over the last six months. This note reviews the last financial year and takes a look at the investment outlook for 2019-20…

Don't fight the Fed, ECB, RBA...

Don't fight the Fed, ECB, RBA...

The Federal Reserve (Fed) and the European Central Bank are now looking to reduce interest rates, and here in Australia, we’re possibly looking at another two cuts as the RBA attempts to shore up the local economy. So how should investors respond?

7 learnings that redefine success...

7 learnings that redefine success...

What does it mean to be successful? This was the question facing Katrina McCarter – founder and CEO of Marketing to Mums – in her presentation at the recent Financial Executive Women (FEW) Leadership Conference…

Uncommonly average...

Uncommonly average...

Ask a farmer about average rainfall figures and he’s likely to look at you sceptically. Knowing how actual rainfall varies from year to year, farmers will carefully manage their crops and irrigation. It’s a lesson many investors could learn as well…

The trade war is back

The trade war is back

After taking a back seat over the last six months as negotiations appeared to make progress the US/China trade war is back on with the President Trump – “tariff man” - ramping up tariffs on Chinese imports again and threatening more and China moving to retaliate. This note takes a simple Q & A approach to the key issues…