Independent Financial Adviser
Independent Financial Adviser
A global sea change If 2016 taught us anything, it was to expect the unexpected. Britain’s vote to exit the European Union and Donald Trump’s election as the next US President surprised the pundits and markets alike. Markets generally hate surprises, yet in the closing weeks of the year so-called ‘Trump trades’ pushed shares, bond yields and the US […]
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New year, new you: How to create a financial safety net in 2017 New Year is traditionally the season of fresh starts and personal resolutions. Along with diet and exercise, getting ahead financially makes it onto many wish lists year in and year out. But a brighter financial future is likely to remain a pipedream without a back-up if things don’t go to plan. While setting goals is […]
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Become the Chief Financial Officer of your household “State’s Largest Manufacture Sheds 1,500 Jobs!” “Telco posts $3bn profit!” Ever wonder why those sorts of headlines sound so shocking? It’s because many people – those who don’t manage money for a living – can’t personally relate. Many simply do not think of managing their households like businesses. The truth is, you’re the de facto […]
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Chasing yield in a low interest rate world Low interest rates and unsettled sharemarkets make the chase for yield a challenging prospect. And yield is important, particularly for those approaching or already in the retirement phase. Because maintaining capital and enjoying a steady income stream are the two key factors to provide for comfort in the years ahead. But how can you get […]
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How to play the Trump card To say that Donald Trump’s election as President of the United States took the world by surprise is an understatement. Markets hate surprises and uncertainty, so a short-term period of volatility is to be expected. But as investors begin to digest the new policy direction, buying opportunities could arise. So, what do we know […]
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