In our library, you will find the latest financial news, valuable insights and ideas, tips and tricks we've learnt over the years and other helpful educational pieces.
On Wednesday 1 April 2020, we hosted our webinar, "Seeking Safe Passage: Personal Financial Strategies for Times of Crisis" where Dr Michael E. Drew and Richard Marsden shared their expertise, thoughts and views on what investors and retirees are facing in the unfolding crises triggered by the global Coronavirus (COVID-19) pandemic. If you missed it, you can view the recording here.
Read more ▻
By John Barton
We’re all becoming accustomed to our daily (perhaps hourly) Coronavirus (COVID-19) updates. As we come to terms with the human and economic dimensions of this infection, and the increased uncertainty inherent in the situation, it is no surprise that we see a range of impacts in the real economy and financial markets.
Read more ▻
By Rachel Barlow
This article is the second instalment in a series we have developed on investment fundamentals. Taken into consideration when planning one's approach to investing, these principles can help establish a strategy that accounts for personal preferences, financial situation and ideal investment outcomes.
Read more ▻
By Rachel Barlow
This article is the first instalment of a series we have developed on investment fundamentals which we will continue to build out over the coming weeks and months. The issues may be big or small, but ones we consider relevant for everyone, young or old, wealthy or aspiring to be so.
Read more ▻
By John Barton
Back in February, Warren Buffett released his 54th annual letter to the shareholders of Berkshire Hathaway. Since reading this year’s letter, I have been meaning to capture my thoughts on an aspect of Warren’s note that, while accurate, misses the point for most investors...
Read more ▻
By John Barton
When it comes to raising kids, there’s not much that’s as important as ensuring they receive a good education. So, whether you’re thinking about your children or your grandchildren, ensuring you’ve thought ahead – particularly in relation to who you intend to pay for the inevitable costs – is paramount.
Read more ▻
By John Barton
You may remember the 80s – it was a decade of big hair, big phones, big pants and big hits. It was also a decade of one of the biggest stock market crashes in history. But even with October ’87 in mind, the 80s wasn’t actually a period of big risk taking for the average investor, or more accurately, an investor seeking an ‘average’ rate of return.
Read more ▻
By Rachel Barlow
Despite thirty years of research, Freud could not answer “What does a woman want?” Let’s not untangle that mystery! Let’s talk about what studies have shown the main financial goals for women to be, including repaying the mortgage, understanding and contributing to super, retirement planning, improving financial literacy as well as looking after family (children and parents).
Read more ▻
By John Barton
I came across some interesting research last week that suggested there is a significant gap between “the goals investors initially think they want and the goals that are truly relevant and important to them.” This gap is caused by goal “blind spots”...
Read more ▻
