Another Blog Category

BIG Trouble

May 25, 2018

Did you miss the top performing company on the ASX in 2017? If so, don’t be too disheartened because it’s turned into one BIG disaster. BIG Un Limited, whose main business was its subsidiary, BIG Review TV, was in the business of creating promotional videos. Small businesses were paying $12,000 for the privilege of BIG […]

Read a survey on financial advice and it’s estimated anywhere from 70% to 85% of people will never seek it. Yet from the small pool of people who have sought financial advice, 80-90% of those (depending on the survey) will acknowledge the advice they received was worthwhile and provided value. One of the more curious […]

Tuning Out the Noise

May 14, 2018

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors. Headlines from the ”lost decade”1 can help illustrate several periods that may have led […]

We’ve all been concerned about recent news emanating from the Financial Services Royal Commission and the confidence of Australians to receive trustworthy, thoughtful and appropriate financial advice.  The behaviour of many corporates and advisers has sometimes resulted in a devastating financial impact on investors. Sadly, we have witnessed several of these occurrences when assisting and representing […]

Last night’s federal budget stood out on a tax perspective and there were a couple of other positives to be found. Importantly, we’ve just clocked two consecutive budgets without major superannuation meddling. And the super changes we did get were positive. Pensioners The Pension Loans Scheme will be opened to all Australians over 65, including full […]