Financial Planning, Investment & Insurance Solutions

  • The Illogical Investor

    The Illogical Investor

    Over recent months and weeks, I managed to persuade, cajole and convince my wife to allow me to spend around $35,000.00 of our savings, to invest in XXXX Resources. My wife is very conservative and careful with money, and it is only because of this, that we have what we have, today. I was completely honest with her, and told her that investing in the stock market carries a risk factor, and stated that many people have not only made a fortune, but, also, lost a fortune through this method of investment. I encouraged her to join with me in…

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  • Catchphrase Investing

    Catchphrase Investing

    The financial media is drawn to catchphrases –acronyms and buzzwords that can be sold as the new thing. ‘FAANG’ (Facebook, Apple, Amazon, Netflix and Google) is the latest of these. But does this constitute an investment strategy? For journalists, commentators and marketers, acronyms like FAANG are useful. They fit easily into headlines and they appeal to a feeling among some investors that their portfolios should match the ‘zeitgeist’ or spirit of the age But as we’ll see, investment trends tend to come and go. This is not to downplay the transformative nature of new technologies and the possibilities they present.…

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  • Community Sponsorship

    Community Sponsorship

    This year we sponsored a lovely bunch of girls for the Dubbo Junior Touch Competition. The girls displayed true sportsmanship, their skills progressed each week, they were gracious in defeat and most importantly they never gave up!

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  • 2017 September Quarter Review

    2017 September Quarter Review

    Economic Overview Despite continued political uncertainty amid rising tensions with North Korea’s ‘rocket man’ and the ongoing failure of the Trump administration to realise its policy goals, sentiment for the September quarter was largely undimmed. In the US, both economic data and forward-looking activity indicators did slightly deteriorate towards the period end in the wake of hurricanes Harvey and Irma. However, the market and the US Federal Reserve judged any potential impact on growth as transitory and easily overcome. The Federal Open Market Committee confirmed measures to reduce its balance sheet in October, while Federal Reserve chair Janet Yellen added…

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  • Innovation Spares No One

    Innovation Spares No One

    If you’re an Oasis fan you’ll know who Liam Gallagher is. If not, at one stage Liam and his brother Noel fronted one of the biggest bands on the planet – Oasis. Due to creative differences (regular punch ups), Oasis broke up in 2009 with the brothers going their separate ways. While the pair have still been making music, things haven’t been as lucrative for various reasons. This was recently highlighted in a video clip posted online by the BBC to promote a documentary. While making tea, Mr Gallagher mockingly explained (between swear words) that he used to employ four…

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