17Nov 2017

“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 […]

10Nov 2017

The Illogical Investor

November 10, 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 XXXX 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 […]

02Nov 2017

Investing With The Dead

November 2, 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 […]

26Oct 2017

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 […]

20Oct 2017

Economic Overview Despite continued political uncertainty amid rising tensions with North Korea’s ‘rocket man’ and the ongoing failure of the Trump administration to realise its policy goals, sentiment for the September quarter was largely undimmed. In the US, both economic data and forward-looking activity indicators did slightly deteriorate towards the period end in the wake […]