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12Jul 2018

“Why do you include so many bad news stories?” It’s a question we’ve been asked, so maybe it needs addressing. First off here’s a good news story. This is the growth of $10,000 over the past 25 years in five different asset classes. If you’ve been invested inside and outside of superannuation, you’ve had a […]

10Jul 2018

Healthy Returns

July 10, 2018

Losing money is no joke. Witness all those forlorn investors who regularly appear on A Current Affair, 7:30 and 4 Corners, recounting how they were trying to secure their future before some financial disaster befell them. Whatever the cause (and we’ve discussed plenty of them) inevitably the discussion will turn away from their financial pitfall […]

25Jun 2018

The Property Obsession

June 25, 2018

It would seem never has so much been lost by so many in times of headline prosperity. What does that mean? We’re continually surprised about the inbuilt marketing characteristics of property as an investment strategy, even to people who have lost money on it. We repeatedly have people walk in our door who want to […]

12Jun 2018

The ASX Sharemarket Game

June 12, 2018

For many years the ASX has been running a sharemarket game through schools which has encouraged high school students to get experience investing in the sharemarket. More recently, the game has spawned another version that runs along with the school game and is open to everyone. Running over the ‘long-term’ of 12-15 weeks, all entrants […]

07Jun 2018

Read a survey on financial advice and it’s estimated anywhere from 70% to 85% of people will never seek it. Yet from the small pool of people who have sought financial advice, 80-90% of those (depending on the survey) will acknowledge the advice they received was worthwhile and provided value. One of the more curious […]