Current Hot Topics
A tax effective way to save for your child’s education – Education Investment Funds (Scholarship Funds). Read a research paper by one of our adviser’s, Antoinette Mullins
2015 – a list of lists regarding the macro investment outlook – a paper by Shane Oliver providing a summary of key insights on the global economic and investment outlook for 2015
Olivers Insights – 21 Greatest Investment Quotes 2015 – we hope that these inspire you to change your way of thinking!
Budget 2014 Analysis: – Read more about the recent Budget announcements and how they affect you: with specific focus on strategic financial planning.
Three Warren Buffett sayings that will make you money: an article published in the SMH on 30 May 2012
Past Papers
The Australian dollar: the best is behind it: Dr Shane Oliver reviews the current Australian Dollar and the impact for investors. May 2013
Asset allocation is critical for investors – A critical lesson of the GFC and its aftermath is that asset allocation is critically important. Dr Shane Oliver shares his views with us. April 2013
The Biggest threat to your portfolio: an article published in the SMH on 29th January 2013
Risk vs Return: Asset Class Performance over the past 31 years from Russel Investments as at end of 2012
Zurich Investment Concepts : Long term views to end 2011