True Wealth is not just having money in the bank, it’s an inner condition of wellbeing. It’s about your financial health, your personal growth, your life and love, your passions. Your health is also your wealth.
Timing isn’t everything
Over the course of a year, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. A neighbour or relative might ask about which investments are good at the moment. The lure of getting in at the right time or avoiding the next downturn may tempt even disciplined, long-term investors. The reality of successfully timing markets, however, isn’t as straightforward as it sounds.
It pays to know where your financial advice comes from
In the aftermath of the storm that hit the financial planning industry following Commissioner Haynes report on the financial services royal commission, which saw several big institutions exit the financial planning business, the one question that clients are (and should always have been) asking is – who is my Financial Adviser working for?
Wisdom in a Cookie
A number of years ago our team of financial adviser and their partners celebrated Lunar New Year together with a huge Chinese banquet. Of course, no Chinese banquet would be complete without the Wisdom of the Fortune Cookie. Have a read of the one Frances received…
Royal Commission – Asleep at the Wheel?
With the Banking Royal Commission in full swing, the spotlight is squarely on financial services regulators. Future Fund chairman and former federal treasurer, Peter Costello, stated it plainly: “The next step of the royal commission is to actually find out why the regulatory agencies weren’t awake and at the wheel.1“
Rainy Day Investing
Australia, earth’s driest continent, experienced national rainfall in 2017 that was 8% above the historical average. The year was the 30th wettest on record, according to the Bureau of Meteorology.1 But the story is more complicated than that.