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Wealth Creation
The Value of Professional Financial Advice in Avoiding Scams – A Case Study
December 3rd, 2021We all know by now that getting professional advice from a registered, trusted financial adviser is the best way to ensure your wealth creation strategies are best suited to your needs, goals and circumstances. What is also well-known is the prevalence of scams that aim to swindle people out of their hard-earned money - andread more
Embracing Holistic Personal Future Planning
October 6th, 2021For better or for worse, people tend to focus on their financial position and material goods when planning for their future – “I want to have $x in the bank by the time I’m 45”; “I want three investment properties on the go before I retire”; “If I’m not earning six-figures in the next fiveread more
Making Good Financial Decisions at a Young Age
September 10th, 2021Our society's youth - rarely does the mention of this demographic spark visions of careful financial management and wise decision-making. But why not? There is no reason people can't begin to lay the foundations for a viable wealth creation strategy from a young age, and education and planning and good financial decisions are the keys.read more
Investment Review 2020-21
August 6th, 2021The volatility of the global economy around the onset of the COVID-19 pandemic left many investors concerned about their investments. As we review the financial year that was, we’re seeing a strong return to form in investment markets, after an initial plunge in March 2020. A stimulatory approach from governments around the world, and particularlyread more
Non-Fungible Tokens (NFTs): Another Blockchain Bubble?
April 6th, 2021In the world of cryptocurrency, blockchain and other disruptive technologies, it may seem that a new way of doing things emerges every 5 minutes. Conversations around the long-term validity of Bitcoin and the like certainly won’t be going away any time soon, so it stands to reason that Non-Fungible Tokens (NFTs) should be subject toread more
My Term Deposit is About to Mature – What are my Options?
February 19th, 2021Term deposits have been a staple of many people’s wealth portfolio for a long time. However, with interest rates slashed in recent years, we are now seeing the banks (especially the “Big 4”) offering miserly interest rates of around 0.5% per annum. This is now lower than the rate of inflation, so term deposit investorsread more
Exploring the Value of Financial Advice
May 26th, 2020Do you worry about money? Concerned about how your investments might fare in this current economic climate? Dreaming about having more money to reach your goals? Wondering what you should be doing with your hard-earned cash to make the most out of it? If you’ve thought about any of the above at some stage, notread more
Your Investments in the Coronavirus Economy
March 4th, 2020The recent outbreak and subsequent spread of Coronavirus (COVID-19) has thrown a spanner into the works when it comes to the global stock market. Concern from investors around the stability of global markets, the severe impact of COVID-19 on the Chinese economy, and what it all means for the value of their portfolio has ledread more
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