Dividends, Distributions & Reinvestment Plans

Have you ever opened your broker app, or your portfolio tracker and seen a significant unexplainable drop in the value of your investment? Did you have one of these reactions….?

Then did you …

Wraps & Platforms vs SMSF’s

For a lot of people, Superannuation is very hands off. They sign on with an employer, select the employer default option, their employer makes contributions on their behalf and they forget about it. …

Stop Trying to Hit it out of the Park!

In 2004, Michael Lewis wrote a fascinating book called Money Ball – which went on to become a major Hollywood movie starring Brad Pitt. The book tells the tale of Billy Bean, the …

Save a Fortune by Refinancing your Home Loan

It must be the bane of any retail employees existence – they spend their time, effort, and expertise discussing the features and benefits of a product, they explain the difference between product A …

Property vs Shares

I don’t quite know when it happened, or just quite how it happened, but a long time ago in a galaxy far far away ‘Investment’ & ‘Property’ got together and hatched a sinister …

Missed Opportunities & Timing Advice

“Nothing is more expensive than a missed opportunity”

H. Jackson Browne Jr

One of my great frustrations is missed opportunities – and in the world of Financial Advice they can be found everywhere, …

Status Quo Bias – The Great Wealth Destroyer

A few weeks back in Mental Accounting – a Help or a Hinderance? we started to delve into the fascinating world of Cognitive Biases, and how they can be hazardous to your financial …

Are you too cashed up?

Everybody loves that feeling of being ‘cashed up’ – you’ve just finished a huge job and a client has just squared their enormous bill, or you’ve had a windfall at two-up, maybe you’ve …

Superannuation for the Self-Employed – Pt 2

So, in part 1 we took a look at the superannuation conundrum for the self employed, and we also took a brief look at what a significant difference time can make to your …

8 Ways you can Invest in Real Estate

Its no secret that Australians have a love affair with property – for generations ‘The Great Australian Dream’ has been home ownership…but it doesn’t stop there. Our love affair has also spilled over …