BUDGET MAY 2018 I have extracted this information from the many commentaries on this year’s Budget we have received over the last few days. I’ve tried to take out all the fluffy stuff and leave in what you may find interesting, as it has some impact on you or your loved ones. I’ve also added…

Are your bullish or bearish heading into 2018 Only time will tell if a bull or bear market awaits investors in 2018. There’s plenty of ammunition for both scenarios. I think it will pay investors to look closely at the boundaries marked by the bull and bear cases, and treat them like the flags between…

Another lot done! Thank you to all who attended our last four investment manager sessions. These sessions included representatives and portfolios managers from the following funds: Magellan Global Fund Winton Global Alpha Fund Investors Mutual Australian Share Fund Columbia Threadneedle Global Equity Income Fund It was great to have solid turn outs for these sessions…

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

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