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Posts Tagged ‘wealth creation’
Bonds – Diversifying your Investment Portfolio
January 28th, 2022Diversity – no matter the size and scale of a portfolio or an investor’s level of experience, diversity in an investment portfolio is often the key to managing risk and long-term success in creating wealth. In the face of a global pandemic, share markets present volatility and uncertainty, not something investors typically look for. Forread more
Received a Large Windfall of Cash? Here’s What to Do Next
December 10th, 2021If you’ve been paying attention to the news in WA recently, you’ll likely have come across the story of 55 members of a lottery syndicate who scored themselves around $1.4 million each. It’s a story that has brought some welcome good news to the headlines, and especially in the leadup to Christmas we suspect itread 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
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
WA Property Market – 2020 in Review
February 2nd, 2021What a year 2020 was. Last year threw more curveballs and brought forth more global issues than anyone would have expected – but how did the WA property market fare overall? Our previous pieces on the WA property market, looking at various months throughout 2020, painted a picture of uncertainty, adaptability, and perhaps most ofread more
Preparing for Retirement – What Should you Have in Place?
October 11th, 2019Retirement means different things for different people – it could be an opportunity to travel, spend more time with family, take up new hobbies, or just take it easy for a while; knowing you’ve earned every bit of it after many years in the workforce. But when you’re gearing up for the end of yourread more
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