The positive impact of lower inflation
We appreciate investors are faced with some difficult decisions, particularly with cash and fixed interest investments expected to offer low returns for some time. However, we encourage them to view…
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How “real” are your financial planning projections?
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It’s maintaining real spending power that matters When clients consider how much they expect or wish to spend in the future, they naturally think about it in terms of today’s…
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Do current interest rates justify chasing yield?
Interest rates are historically low … With bank term deposit and other short term interest rates at historically low levels, many of those who rely on fixed interest to fund…
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The Reality of Lifetime Annuities in Australia
Lifetime Annuities: good product, immature market If you’re looking for a way to outsource your investment, longevity and inflation risks, you’re in luck. There is a financial product (a lifetime…
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The Allure of Gold
Gold as a safe haven The allure of Gold, as a viable long term investment option, has shot to new heights in the past five years. While this is perhaps…
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Wealth Management: a risky business
Share and property investments are risky … Most people understand that the returns of growth investments (i.e. shares and property) fluctuate considerably. If they didn’t prior to the Global Financial…
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Ownership of family wealth
Which structure is best? For our clients, there are predominantly four ways they hold their personal wealth. They are: Directly, either as an individual or jointly; In a private investment…
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