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BLOGS

The warning signs are there amid America and China's joint advance

Posted on10 May 2017
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Equity investors across the world are positioned for the nirvana of synchronised and accelerating global expansion led by China and the US.

Passion for LGBT Wealth Management

Posted on27 Mar 2017
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I have at least two members of my immediate family that are gay including by brother as well as other friends and clients that are gay. Prior to arriving in Australia in 1998 I was probably the typical straight person who didn’t understand or fully accept the gay community. Upon

The opportunity cost of being in business.

Posted on15 May 2016
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Being your own boss, it sounds great doesn’t? Every year thousands of businesses get started only to fail within 2-3 years. The lure of starting a business is the idea that you’ll have more control, be your own boss and perhaps have more free time. As a person who has

Risk isn’t what you think it is…..

Posted on11 Mar 2016
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One of the things I am required to do as a financial planner is ‘risk profile’ all of my clients. I have a 10 question risk profile that each client fills out. From this an investor type is assigned (Growth, Balanced, Conservative, etc.) My problem with these questionnaires is that

There is no one single path to success.

Posted on02 Mar 2016
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It’s true: The roads to success are numerous and varied; you can even chose a different path if the one you are on isn’t working out. It is exactly the same with investment success. I am often asked what the best investment is. I can tell you with absolute confidence

Why you should NEVER buy property with Family Members.

Posted on08 Feb 2016
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Right now, with property so expensive in many parts of Australia it is difficult for first home buyers to enter the market. The result is often the conjoining of finances amongst family members to enable an entry to the property market. I have seen it many times in my career,