Financial Planning

Resources

Explore our articles on Financial Planning

What is an index fund?

 

The S&P/ASX 300 index refers to the top 300 companies listed on the stock exchange by market capitalisation. If CBA...

Read more...

WealthMaker Investment Returns

 

Our investment philosophy is that Australia is a yield play and that growth will come from overseas markets combined with investment themes such as robotics.

Read more...

QE is ending, so volatility is returning

 

It has taken approximately 6 years for US Quantitative Easing (QE) to come to an end. Since the beginning of the Global Financial Crisis (GFC) many US mortgages have been re- financed, the clean out of defaulters has occurred and regulatory changes aimed at preventing poor lending practises while encouraging both private and Government Sponsored Enterprises (GSE)...

Read more...

The return of the private US Secondary Mortgage Market

 

The private or institutional US Secondary Mortgage Market is coming to life. It’s taken a long time, so it is important to look at what is happening...

Read more...

Future of Financial Advice (FOFA) legislation

 

For all clients and prospective clients it is important to be aware of the Future of Financial Advice (FOFA) legislation...

Read more...

Financial life cycle paradox

 

Changing lifestyles combined with increasing life expectancy have outgrown traditional retirement planning models...

Read more...

Bitcoin – currency, investment or Ponzi scheme

 

There has been a lot of media attention on Bitcoin recently. Many people want to know what it is as they are unclear as to whether it is a currency, a payment method, investment or Ponzi scheme?

Read more...

Investment strategies

 

There have been many books about investment strategies. The common themes of the strategies are to research your decisions and diversify your investments....

Read more...

The optimism of under-insured Australians

 

Visitors to Australia frequently comment on how laid back and friendly we are. These are wonderful attributes. However, from our own risk management perspective it is no so good...

Read more...

 

Contact
Name *
Email *
Phone *
Type of Enquiry
Comment

Most Popular

  • “WealthMaker Investment Returns”

    WealthMaker Investment Returns Below are the returns provided by our various...

    Read More
  • “QE is ending, so volatility is returning”

    QE is ending, so volatility is returning Written by Michael McAlary It has taken approximately...

    Read More
  • “The return of the private US Secondary Mortgage Market”

    The return of the private US Secondary Mortgage Market Written by Michael McAlary The private...

    Read More
  • “Bitcoin – Currency, Investment or Ponzi scheme”

    Bitcoin – currency, investment or Ponzi scheme Written by Michael McAlary There has been a...

    Read More
  • “What do Financial Planners bring to your table?”

    What do Financial Planners bring to your table? Written by Jessica Houston The Role of a...

    Read More
  • “Future of Financial Advice (FOFA) legislation”

    New financial advice legislative regime from 1 July 2013 Written by Michael McAlary For all...

    Read More
  • “Financial Life Cycle Paradox”

    Financial life cycle paradox Written by Michael McAlary Changing lifestyles combined with...

    Read More
  • “How Insurance Companies Think About Risk”

    How insurance companies think about risk? Written by Michael McAlary Another way to look at...

    Read More