Category: News

26 Nov


Those of you who know me personally know that I am not an alarmist. I’ve suffered my fair share of adversity and have simply learned how to react. In the midst of the devastation we are witnessing from the NSW/Qld bushfires fires, I feel compelled to point out situational similarities we must take heed of […]

23 Jan

The outlook for 2019

In keeping with our tradition of more than 20 years, we are pleased to provide thoughts on what 2019 might hold instore. 1.Markets When comparing the current environment to that of a year ago, it’s clear that everyone has softened their predictions. Investors continue to worry about geopolitical issues such as the US, China & […]

31 Aug

Implications of the Banking Royal Commission

Our nation has had its fair share of Royal Commissions of Inquiry over the years, and few can deny their importance in bringing about change in key areas of our national life. So it’s only natural that a lot of people – disenchanted, we might add – are pinning their hopes on the Financial Services […]

27 Jun

5 common mistakes people make planning retirement

After more than 20 years helping people navigate their finances in retirement we’ve been seen the good, the bad and the ugly. We believe in learning from mistakes so here are the top 5 that stand out: 1. People underestimate how long they’ll live People often say, “this will be the last car I buy”, […]

27 Apr

The Royal Commission – An insiders perspective

As someone who has worked in financial advice across technical, advisory and executive roles for more than 20 years, I feel qualified to comment on the Royal Commission. Whilst the outcome of this review will ultimately be positive, like any evolution, there is a long road ahead. The big end of town deserve this spanking […]

09 Jan

Welcome to 2018!

Its that time of the year when we dust off our work in progress lists and become productive again! After the whirlwind of 2017 we look to the year ahead and map out our plans. In this newsletter we cover: READING INVESTMENT TEA LEAVES – WHAT’S IN STORE FOR 2018 STRATEGIC ADVICE THEMES FOR 2018 […]

23 Sep

Save me from myself

We humans are emotional beings. There’s been lots of study done and one thing is clear. The average investor underperforms the broader market by a significant margin. Why is this? Its because we get scared and pull our money out of the market when we shouldn’t. We also get greedy (or possibly scared of missing […]

17 Aug

Reframing what’s possible

There is a great Hindu saying, “in your first 30 years you develop your habits and in your life thereafter your habits develop you”? If you’re a glass half empty person it’s scary. We all have our vices and its disturbing to think what might become of us if these flourished over a long period […]

17 Aug

The human side of transition

Close your eyes and imagine it’s 200 years ago and you are about to get on a boat to emigrate (by choice) to Australia. It doesn’t matter where from. You’re at the port and you’re about to board the vessel. What’s going through your mind? Possibly you’re second guessing yourself and counting costs. Are you […]

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