Keeping it Real | Post by Luke Styles
I want share a recent experience that I had with a new client. I had the opportunity to reach out to a mid-40’s couple living on what most people would regard as below average income. They don’t spend a lot,…
A day with veteran investor Peter Thornhill | Post by Luke Styles
Last week I was lucky enough to secure a seat to see investor and educator Peter Thornhill present to a class of 25. Peter has a remarkable way of breaking down and making the most complex investment concepts interesting and…
Sharemarket Movements Call for Perspective
Original post by Paul Clitheroe Australian shares have experienced a run of volatility since mid-October, when we saw headlines warning that $50 billion had been wiped off the value of the Australian Securities Exchange (ASX). These sorts of reports are…
Look for a verb, not a noun | Post by Mat Crawford
Cast your mind back to a primary school English class as a 10 year-old and you will probably remember learning the terms ‘verb’ and ‘noun’. To refresh your memory, a ‘doing’ or ‘action’ word is known as a verb, while…
The Road Less Travelled (please pay at toll booth) | Post by Mat Crawford
Driving through Sydney recently and having to pay the tolls on the motorways got me thinking about people who pay the tolls, and people who would prefer to go the long way to avoid them. Tolls are put in place…
Follow up from Dividend Video | Post by Luke Styles
In an earlier video I addressed the compounding benefits of dividends when added to your overall investment return. If reinvested, Dividends returned roughly 80% of the investment over the 35-year period, whereas the stock price movements contributed to 20%. I…
Index Fund(amentals) | Post by Mat Crawford
Index funds are a great way of achieving diversification in your investment portfolio at a low cost and generally with lower risk than actively managed funds. An index is a smaller group of equities, or stocks, which give a representative…
The Bum Book | Post by Steven May
Helping people organise and understand their finances in an easy to understand and affordable manner is pretty rewarding. It’s been estimated that up to 80% of Australians never obtain advice on how to manage their financial affairs. It’s a mission…
Property vs Shares – When understanding the facts isn’t enough | Post by Luke Styles
I recently came across an article published by one of Australia’s largest home loan brokers, drawing a comparison of average house price growth in Australia over 25 years, versus the All Ordinaries index (a proxy for the Australian share market)….
What Is Your Most Valuable Asset? | Post By Mat Crawford
Insurance coverage has been getting plenty of air play and column inches over the past week or two, mainly due to the Hayne royal commission and the poor behaviour from some of the industry participants. Insurance can be as complicated…
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