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Insights – The Magic Money Tree

Insights – The Magic Money Tree 1631 584 Clare Sanderson

Dr Shane Oliver gives his Insights into what’s happening with the massive fiscal stimulus that we are witnessing globally.  The Central bank is supporting the flow of money and credit…

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Insights – Signposts that we can watch for

Insights – Signposts that we can watch for 1631 584 Clare Sanderson

While the sharemarket has plunged by roughly 35% from the February high March saw the market rally from 15-20% but does this mean that we have hit the bottom of…

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Coronavirus Q&A

Coronavirus Q&A 1631 584 Clare Sanderson

Every active fund manager and equity research house that we use is working overtime to consider and act on measures to protect portfolios and add value. They are also in…

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Update on Life Behind Closed Doors

Update on Life Behind Closed Doors 1008 756 Clare Sanderson

We closed the office to the public on Tuesday and most of the staff are now working from home.  Fortunately for our business this is minimally disruptive as our entire…

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February 2020 Market Update

February 2020 Market Update 1500 362 Clare Sanderson

Market update The table below provides details of the movement in average investment returns from various asset classes for the period up to 31 January 2020. Asset class (% change) 1…

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Aged Care – How to Prepare

Aged Care – How to Prepare 150 150 SSJuanito

As we age, health and mobility can deteriorate and the ability to be self-reliant decreases. You are at a stage in your life where you may need in-home care or…

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Our Client Event with Dr Shane Oliver

Our Client Event with Dr Shane Oliver 150 150 SSJuanito

Some of our advisers and clients recently attended a presentation from Dr Shane Oliver who is AMP Capital’s Head of Investment Strategy and Chief Economist held at the Victoria Park…

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David van den Berg

David van den Berg 150 150 SSJuanito

  “David helped set up our Self Managed Super Fund and it’s the best thing we’ve done. We weren’t quite sure if it was the right path for us initially.…

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