Unfortunately, of recent times there has been no shortage of negative press, comment and sentiment about financial planners but what is the real picture?
Month: November 2019
Downsizer contributions offer more than meets the eye
Retiree clients looking to sell their property can often contribute more to their SMSF than expected through the government’s recently introduced downsizer contribution rules, due to the flexibility to split contributions between spouses and use them in conjunction with other contribution rules, according to Fitzpatricks Private Wealth.
6 new financial videos
Videos are a good way to learn more about a topic or show to others who my be new to financial management.
All Australia’s vital statistics – October 2019
A great place to keep up-to-date with the 'bigger picture'.
Does your mind help or hinder your investment success?
Of all the decisions we make, investments ought to be the most rational. We should be able to whip off our rose-coloured glasses, replace them with green eyeshades and choose the lowest-cost investments with the highest-expected returns to create a diversified portfolio.
Does your mind help or hinder your investment success?
Of all the decisions we make, investments ought to be the most rational. We should be able to whip off our rose-coloured glasses, replace them with green eyeshades and choose the lowest-cost investments with the highest-expected returns to create a diversified portfolio.
Traversing a synchronised economic slowdown
The International Monetary Fund (IMF) grabbed headlines this month on releasing its latest World Economic Outlook report, downgrading its global growth forecasts to the lowest levels since the 2008-09 financial crisis.
Four key principles that help achieve portfolio success
Buy low and sell high is the mantra of many a seasoned investor regardless of the asset class. Just stick to this investment strategy and you will never go wrong – right?