wealth advice Archives - Wealth Foundations

A new era for personal financial advice?

July 9, 2013

commissions, conflicted remuneration, fee for service, financial planning, FOFA, personal financial advice, value of advice, wealth advice

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The Future of Financial Advice (FOFA) reforms ban “conflicted remuneration” … in the future Many people will be unfamiliar with the new FOFA reforms that came into effect on 1…

Revisiting the Global Financial Crisis

March 12, 2013

Behavioural Science, investment strategy, investor sentiment, market timing, prediction, smart decisions, value of advice, wealth advice

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How did you feel during the depths of the GFC? With the benefit of time, we tend to forget the strength of emotions we experienced in the past. I recently…

Principles of successful wealth management

December 27, 2011

investment strategy, principles, wealth advice, wealth foundations, wealth management

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Do the “principles” still stack up? When we started Wealth Foundations in late 2007, we had no idea just how troubled the world would become. At that time, we drew…

Is the nation’s financial planning on track?

June 28, 2011

balance sheets, borrowings, economics, financial planning, financial position, financial security, financial trends, household sector, net investment wealth, smart decisions, strategic advice, wealth advice, wealth management

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What trends in key financial planning indicators should we expect? As wealth managers, we spend a lot of time working with our clients to structure their affairs to give them…

“Ace stock picker” claim warrants further investigation

November 9, 2010

investment, investment strategy, wealth advice, wealth foundations

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Eight years of market outperformance seen as indicator of skill … An article in “The Australian” of 20 October 2010, titled “Ace stock picker John Sevior the key to bid…

Is there a bond market “bubble”?

September 28, 2010

investment, investment strategy, wealth advice, wealth foundations, wealth management

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Investing in government bonds is attracting a lot of attention Herding or “running with the pack” is one of a number of well documented psychological biases that inhibit our ability…

Wealth Management: a risky business

May 25, 2010

defensive assets, growth assets, inflation, intelligent risk, investment strategy, Luck, market timing, prediction, Skill, standard deviation, tax and cost savings, Volatility, wealth advice, wealth management

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…

Why have a Self Managed Super Fund?

May 25, 2009

accountants, investment performance, investment strategy, self managed super funds, smart decisions, smsf, strategic advice, wealth advice, wealth management

Not for higher investment returns … There has been an above trend increase in the number of self managed super funds (“SMSF”) set up recently. Such spurts usually occur when…

Are home loan interest rates really low?

May 11, 2009

borrowers, dead money, home loan interest rates, inflation rate, real interest rate, residential property, strategic advice, wealth advice, wealth management

Lowest home loan rates in 50 years … “Lowest home loan rates in 50 years” scream the headlines. Best time to borrow and buy property claim the real estate agents.…

Market Timing? … that’s easy!

April 30, 2009

hindsight, investment, market timing, wealth advice, wealth management

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Years ago at a foreign exchange course we were asked to participate in a practical simulation game. Prior to commencing the game one of the participants had a moment of…

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A new era for personal financial advice?

Revisiting the Global Financial Crisis

Principles of successful wealth management

Is the nation’s financial planning on track?

“Ace stock picker” claim warrants further investigation

Is there a bond market “bubble”?

Wealth Management: a risky business

Why have a Self Managed Super Fund?

Are home loan interest rates really low?

Market Timing? … that’s easy!

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