Library

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.

Personal Finances

Investment Fundamentals 101

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.

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Warren Buffett is not wrong – but not entirely right

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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A ‘City of London’ Perspective

By John Barton
Earlier this month, I took the almost 31-hour door-to-door journey from Brisbane to London to attend the Australian British Chamber of Commerce Financial Services Catalyst 2019 – four collaborative, information-rich days examining the key challenges facing financial services today.

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Should I make an extra mortgage repayment or contribute more to super?

By Rachel Barlow
This is a question we’re commonly asked. The answer depends on a number of factors and both options have advantages and disadvantages.

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Planning for the High Costs of Education

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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What does a woman want?

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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Post-Election Outcomes and Considerations

By Andrew Albury
With the uncertainty that comes with the lead up to a Federal Election now softening, now is an ideal time to consider the new avenues of opportunity that may emerge for investors. Adopting a policy of continual observation of the post-election market landscape could be beneficial.

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Changing Perspectives

By John Barton
By changing your perspective and adopting a few key techniques from your personal health management to your personal wealth management, you may come to realise that the two practises aren’t so dissimilar

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Getaway ideas without breaking the bank

By Alec Berry
The Australia Day long weekend is almost upon us, and whether you’re keeping it local or going to Fyre Festival 2.0 (see Netflix if you don’t know what this is), there are always expensive and less expensive ways to travel...

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2019: Think like a CFO

By Alec Berry
To help you break the cycle and get a handle on your cash flow so you can hit your personal, business and lifestyle goals in the face of a challenging and volatile future investment environment, we have shared four tips that you can implement today.

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10-years on… the balance of greed and fear

By John Barton
Ten years ago, we saw the bankruptcy of global investment bank, Lehman Brothers. In this article, John Barton reflects on the events that unfolded in 2008 and what investors can take away from it.

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The last taboo

By John Barton
It wasn’t that long ago that most us considered religion, money, sex, politics and death pretty much off-limits when it came to polite conversation. They were no-go topics almost everywhere. Today, most of us talk fairly openly about all these subjects – all bar one that is. The exception for most of us is money!

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Smart money options for the New Year

By Alec Berry
The investment return outlook is relatively subdued for the next five years following a strong post-GFC rally. This means that now might be an ideal time to take advantage of alternative strategies available to you. So, before diving into 2018 and investing in riskier investments in the hope of gaining those higher returns, now is a good time to consider what other options you have on the table.

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Five Money Tips for Young Professionals

By Alec Berry
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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Decision-making in times of uncertainty

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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How sticky are you?

How sticky are you? How many of the dollars that you earn this week, this month or this year will you still have next year or the year after? Would your chances of building the best possible future for yourself (and your family) be improved if you could increase your stickiness? Of course it would.

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In focus: Tony Kelly

Recently we sat down with Tony, a client and a friend, to find out more about his remarkable career and to get an update on his exciting new business venture.

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