Blog

Mental Hurdles on The Journey

November 25, 2017

Investing is a tough deal. Our noggins aren’t truly equipped to deal with all the variables, complexities and stimuli of the modern investment landscape. While it should be simple. Save. Stay liquid. Stay diversified. Stay disciplined. Australian saving rates are back to plumbing 10-year lows. For many the house is the savings vehicle. While household […]

“He can’t figure out why it’s taking so long to reach the amount he wants to retire on.” It was an offhand comment a client made about their friend. Said friend had a specific final superannuation balance in mind they wanted to reach. Upon hitting it, they’d be tossing the keys back to the boss […]

The Speculator’s Journey

November 11, 2017

Over recent months and weeks, I managed to persuade, cajole and convince my wife to allow me to spend around $35,000.00 of our savings, to invest in Mustang Resources. My wife is very conservative and careful with money, and it is only because of this, that we have what we have, today. I was completely honest […]

Investing With The Dead

November 3, 2017

Did you ever hear the story about Fidelity’s audit of investment accounts their clients held between 2003 and 2013? The top performing accounts were held by dead people! While the second top performing accounts were held by people who’d forgotten they had an investment account! Unbelievable, right? Well, sadly yes. The story sprouted from a […]

If you heard a disgruntled groan reverberating around the country on the last day of September you’d be wrong to think it was only Adelaide Crows supporters. It was the last day super funds had to hide certain fees from consumers. And they weren’t happy about it! Intense lobbying and demands for a delay, particularly […]