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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.
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Wealth Management
Working Mums, you are worth it!
7 June 2021
By Mikaela Holmes
Whether you are working part-time, full-time, or not at all, mothers are a valuable asset for any household and one worth insuring. When undertaking an insurance needs analysis for clients, we consider various financial impacts, such as caring for someone who is sick or injured, or caring for children and running the household. These can all have a monetary value assigned to them and should be considered a need in the case of various insurable events.
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A Biden world
30 November 2020
By Ronan Zille
As the world shrugs off the uncertainty of one of the most divisive US presidential elections in history and watches on as president-elect, Joe Biden, assumes office, the question everyone is now asking is; what does a Biden administration look like for markets and the economy? The answer should largely lie in the history of Biden’s political scorecard and whether his administration will lean towards a pro-market and pro-economic outcome.
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The art and science of a redundancy payment
13 November 2020
By Rachel Barlow
With businesses and households around Australia suffering from the effects of COVID-19, we’ve been doing a lot of work recently for people who are being offered a redundancy, including pilots, senior flight attendants, academics, and professionals. We’ve seen how challenging it can be for redundancy recipients to assess whether they should accept a package.
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(Video) MGD Investment Forum
16 April 2020
Our MGD Investment Forum videocast features presentations from each of the investment specialists that were scheduled to speak at our April MGD Sydney Investment Forum, which we sadly had to cancel in light of the current health crisis. In the videocast, they each speak to their investment views and methodologies in the context of these challenging circumstances.
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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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Investment fundamentals 101
13 September 2019
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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Planning for the high costs of education
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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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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What does a woman want?
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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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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