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Investment Advice

How to be productive with your family finances
Financial PlanningInvestment AdviceMoney Management
May 1, 2018

How to be productive with your family finances, even when your husband’s finding excuses for putting it off until tomorrow

‘I’ll install it next weekend,’ Rob Sinclair said to his wife, Ally, as she looked at him suspiciously.  ‘You said that last weekend . . . and the weekend before…
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Why Direct Property Investment is a natural fit for diversified investment portfolios
Investment AdviceProperty Investment AdviceWealth Creation
April 18, 2018

Why Direct Property Investment is a natural fit for diversified investment portfolios

A well-diversified investment portfolio should serve the purpose of delivering optimal investment returns while managing risk. If your investment portfolio is laden with shares (even listed property), then the returns…
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He spent $40,000 investing in shares and it was abundantly clear he had no idea what he’d put his money into
Investment AdviceMoney Management
March 19, 2018

He spent $40,000 investing in shares and it was abundantly clear he had no idea what he’d put his money into

Eddie Thompson looked on with astonishment as Lewis Sanchez tried but failed to hide his confusion.  The question hung in the air awkwardly as Lewis’ eyes glazed over and he…
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the true cost of ongoing financial advisor fees
Investment Advice
February 22, 2018

The True Cost of Ongoing Financial Advisor Fees and Investment Fees on Personal Finances

Ongoing financial advisor fees can cost you over $421,952 or 19.53% in lost retirement savings, and even more if your financial advisor is not cost conscious with your investment selection…
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the biggest investment return in his life
Investment Advice
February 2, 2018

How the biggest investment windfall of his life turned into the worst thing that could’ve happened to him.

‘I can still hear the tenuous echo of the words flying from his mouth as he spruiked his latest stock tip,’ James said to his colleague, Bob, as he recounted…
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the worlds unluckiest investor
Investment Advice
January 20, 2018

What if the only times you invested were at the worst possible times? Meet Australia’s unluckiest investor.

…his timing was abysmal!  The dot-com bubble burst a couple of weeks after he’d invested $150,000. Close to 80% was wiped from the technology sector and in the space of…
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Everyday Families

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  -  Have I got direct debits set up so my bills are paid on time?

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