Education
Market Update – August 2026 [Video]
3 August
The video provides a Market Update from Paul Brown on various asset classes plus a brief explanation of the Volatility (VIX) and Dispersion (DSPX) Indexes. This is general information only. If you have any specific questions...[Read More]
Helping kids with living expenses – prepare them for the responsibilities of adulthood
4 June
There’s a family event of sorts that gives parents mixed feelings of sadness, apprehension and relief — and children a lot of excitement: when a child leaves the proverbial nest. Now, this can happen early during your child’s teenage years...[Read More]
The importance of a good education for your child
25 September
As parents, we naturally desire the best for our children, aiming to lay down a path that leads to a fulfilling and prosperous future. One of the most critical and impactful steps on this journey is ensuring a good education for our children. A...[Read More]
Helping kids with living expenses through early training
19 June
There’s a family event of sorts that gives parents mixed feelings of sadness, apprehension and relief — and children a lot of excitement: when a child leaves the proverbial nest. Now, this can happen early during your child’s teenage years or...[Read More]
Account Based Pension Vs Lifetime Annuity
2 March
Consideration of lifetime annuities is a regular agenda item in our review meetings for retirees over recent months. This is partly due to the relatively attractive annuity payments on offer following the increase in bond rates over the past couple...[Read More]
Superannuation Contributions [Video]
5 March
Superannuation offers very generous tax concessions on investment income, retirement income and some types of contributions. The video explains the main types of superannuation contributions. The contribution caps and eligibilities...[Read More]
Investor behaviour really does matter
7 July
As an adviser, I do spend a lot of time to ensure that we do consider "everything else" when we provide advice yo you. That includes your long term objectives, tolerance to risk, the economy, monetary policy, asset allocation, investment...[Read More]
[Video] Risk Profiles and Tolerance to Investment Risk
27 February
Assessment of your tolerance to investment risk is an important step in determining an appropriate investment strategy. A higher allocation towards growth assets is very likely to provide higher long term returns. However, a higher...[Read More]