Last month in another country, a man we’ll call Jim, watched one of his beloved investments tumble 16% in the space of as many days. Jim’s investment is (or was) ‘beloved’ because he’d attached all sorts of historical and emotional significance to it. The company, Jim told his adviser, was going to change the world. […]
FYG Planners are pleased to announce Summation Strategies of Ivanhoe in Victoria have joined our privately owned financial services licensee. Summation Strategies was founded by Anne Taylor, and like all advisers under the FYG Planners AFSL, Anne provides high quality financial advice to clients. Anne focus on strategic recommendations rather than making financial product sales. Summation Strategies do […]
FYG Planners are pleased to announce Hart Wealth Management from Adelaide have joined our privately owned financial services licensee. Hart Wealth Management was established by Peter Gehlert to improve the lives of his clients and the wider community. Hart Wealth Management are actively involved in schools to promote and teach financial literacy, so that the next generation will better understand the impacts […]
There are three givens when it comes to investing. The first given: if you meet an investor who is looking to try something new, or is restless about their investments, it’s almost inevitable that they’ve recently endured some poor returns. The second given: if you meet an investor who has no intention of changing a […]
On the 3rd and 4th of March 2016, we held our semi-annual conference in Melbourne at The Pullman Albert Park. Bob Fowler opened the conference, welcoming three new first time conference attendees among a large number of regular conference faces. Bob acknowledged FYG’s ongoing growth with 2 new advisers from two new firms joining since the […]