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.

Risk management

The importance of adequate female specific personal risk cover

4 November 2020
By Andrew Proudfoot
A significant underinsurance gap exists both between the sexes and within various demographic segments of the Australian community. There are many reasons women remain underinsured. Time out of the workforce is a primary concern for many women and not just because of children; statistics show females are more likely to adopt the role of caregiver if something happens to a child or a relative.

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How to construct a portfolio to withstand market volatility and a pandemic

3 September 2020
By Rachel Barlow
No one could have foreseen COVID-19 and its impact on the share market – indeed, it has been a “black swan event”, an “unknown unknown”. However, events like these have happened before; they’ll happen again. In this article, Rachel shares her expertise in constructing a portfolio that is designed to withstand market volatility and black swan events, like the current global pandemic.

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COVID-19: Implications for life risk insurance policies

2 April 2020
By Andrew Proudfoot
Coronavirus (COVID-19) has triggered a public health crisis and a deepening financial crisis. It has also given rise to several implications for Australian Life Risk Insurance. In light of this, it is important that you understand the developments and how they impact life risk insurance policies going forward.

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(Video) Seeking safe passage

2 April 2020
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.

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COVID–19: Dealing with uncertainty and ongoing financial implications

10 March 2020
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.

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The roaring 80s to today

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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Post-election outcomes and considerations

4 June 2019
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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Protecting yourself while helping your adult children

28 September 2017
By John Barton
As parents, much of our time, energy and money is directed towards ensuring our children have the best possible start in life, as well as providing them with the means to become productive members of society. However, as our children become adults and begin their own families, the focus tends to shift to securing our own retirement...

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The collapse of Nant Whisky – a cautionary tale for investors

19 September 2017
By John Barton
“Investors losing millions of dollars, bar staff taking cash from the till just to get paid and a former cricketer dropping out of a high-profile marketing deal” ... Sounds like the beginnings of a financial catastrophe, doesn’t it? That’s because it is.

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7 ways to kickstart 2017 – and make it your best financial year yet

6 January 2017
By John Barton
If there is one thing 2016 taught us, it is that peace of mind is a valuable thing. We are both excited and hopeful for the year to come and have shared 7 tips to help make 2017 your best financial year yet and to help you achieve peace of mind for the year to come, regardless of what events unfold this year.

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Personal risk insurance: how to survive and manage premium price hikes

20 May 2016
If you’ve experienced a substantial increase in your personal risk insurance premiums year-on-year in recent times you are certainly not alone, with many reporting average increases in the region of 20% per year over the last few years.

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2016 – not a very happy New Year

12 January 2016
Well the New Year’s here and global equity markets are not off to a great start. Most equity markets have recorded their worst start to a calendar year ever. And this comes on the back of calendar 2015 performances which in price terms were negative for most major equity market indices – and those that did record positive performances were mostly in the low single digit range.

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Reframe your thinking and take control of your future — part one

18 November 2015
We all understand that the way we ask a question can have a huge impact on the answer we receive. In academe, this is called framing and it refers the cognitive bias which causes people to react to a particular choice in different ways depending on how it is presented.

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What do cricket and your personal finances have in common?

10 February 2014
By John Barton
Here's a new way to think about your finances - it's just like cricket. I'm thinking of Adam Gilchrist and Geoff Boycott. Gilchrist was the big-hitting former Australian batsman — lots of runs in quick time. Very exciting to watch. Boycott was the dour, careful Englishman of a generation ago. Again, lots of runs but not much excitement.

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