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.
30 July 2019
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...
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2 July 2019
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.
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18 June 2019
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.
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7 June 2019
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).
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15 January 2019
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”...
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25 August 2017
We understand that as a young professional, you’re juggling a number of competing priorities, and that it can be difficult finding the time or headspace to think about your financial future. However, with age on your side, you are in a powerful position. We've shared five considerations to help get you started in building the foundations for your financial future...
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19 April 2017
By John Barton
Hindsight is an incredible thing and what’s more, hindsight brings with it 20/20 vision. When you think about it, of all the people to take advice from, the best person is really you. Or, the ‘older you’ specifically. You know you best.
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5 July 2016
In times of uncertainty, there is a strong natural tendency to stay still, to defer action, to wait and see. Of course time marches on and most people tend to forget that deferring a decision to change because of a lack of clarity about the future is in fact a decision to stick with the status-quo, even when there may be a very sound case for making changes.
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