Blog

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 […]

We’ve all been concerned about recent news emanating from the Financial Services Royal Commission and the confidence of Australians to receive trustworthy, thoughtful and appropriate financial advice.  The appalling behaviour of many corporates and advisers has sometimes resulted in a devastating financial impact on investors. Sadly, we have witnessed several of these occurrences when assisting and […]

Moneyball Investing

May 11, 2018

It’s been a few years since the term ‘moneyball’ was widely appropriated throughout the sporting world. In case you missed it, Moneyball was a 2003 book by Michael Lewis (later a 2011 film starring Brad Pitt) following the Oakland Athletics baseball team. The team had the third lowest player payroll in US baseball, but general […]

2018 March Quarter Review

April 19, 2018

Economic Overview Global economic data remained encouraging during Q1, though after a long period of relative calm and upward movement volatility again reared its head in equity markets. While towards the end of the quarter the potential for trade wars heated up. In the US, economic data continued to be supportive. US business confidence reached […]

Tower & Diamond Blues

April 6, 2018

In 2015 it was the hottest thing in Western Sydney. Blacktown’s Altitude Tower, the first high rise in the area. The media breathlessly reported 90% of the apartments were sold on the opening auction day. With Sydney house prices nosing past $1 million at the time (depending on the data provider) the chance to grab […]