How much is enough? This is a question we often get asked by our clients, and it relates to any number of things, but mainly: How much is enough to start investing? How much is enough to buy a house? How much is enough for a safety net? At the end of the day, there…

Do your tax with ease this financial year! Tax time is coming around really soon. Following a number of enquiries from our existing clients, we are introducing discounted tax returns to be completed by our sister company, Herzig Prosser. For individual PAYG + non-property investments $200 ($350 for couples) Competitive prices for more complicated returns…

Buying a house to live in is an emotional decision, not a financial one. Newspapers and televisions scream that “Rent is dead money” – so what is the hundreds of thousands of dollars in interest the average buyer will pay to the financial institution from whom they borrow the money to buy this property, if…

We recently came across the following article written by Australian value investing legend, Roger Montgomery. Below is a snip it, we encourage you to read the full article on LiveWire! DALBAR is a leading research firm who for 21 years have been researching investor behaviour through their annual Quantitative Analysis of Investor Behavior study measuring the effects…

Geoff was recently asked to comment on Macquarie Bank’s robo advice that is advising members to exit the market and stay in cash while this volatility purists. Here is what Geoff had to say on the matter; Yes, the markets are volatile and that volatility is going to continue – but if you can handle…

A common saying in the property market is ‘buy the worst house on the best street’. Why would you want to do this? Simply put, there is a greater potential for upside and reduced risk of downside, which makes sense. Looking at the role of due diligence in the decision-making process, we see that investors…

Anton Tagliaferro of Investors Mutual and QV Equities speaks to Tom Piotrowski about the current state of the global economy, and his LIC, QV Equities (QVE.ASX). This was originally posted on the QV Equities website

Mark Sowerby, Managing Director of Blue Sky Investments based in Brisbane, talks to Sky Business News about the opportunities from investing in water. The clip is just under 4 minutes long and well worth listening to.  

New report highlights the dangers of chasing past returns and ‘hot’ markets Australia makes up ~3% of the global market, which means that 97% of global investment opportunities are elsewhere. As valued clients, I wanted to share an insightful report with you. As highlighted in several major Australian publications today, the 2015 Russell Investments/ASX Long…

bMM has a simple 5-step process for its approach to the development of a map for your financial future. In this video, Geoff explains the steps to bMM’s clients at their seminar in March 2015.  

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