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Value investing; superior methodology for buying stocks

With so many ways to measure the quality of a company, you can easily become confused when it comes to deciding which ones are worth adding to your share portfolio. Rather than over reliance on traditional performance indicators, Warren Buffet…
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Common investment approaches fund managers use

Before you entrust your hard earned savings to a fund manager, it’s a good idea to find out whether their investment style and strategy complements your risk-reward profile. While no two fund managers are identical, most draw from the same…
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The big benefits of regularly investing small amounts into shares

Almost everyone desires a long, healthy retirement and, for Australia’s baby boomer population and generations to follow, this is a realistic expectation. Much depends on how your superannuation, property assets and other investments work together to create the passive income…
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5 EOFY super strategies for 13-14

With the end of the financial year looming, now is a good time to be thinking about your end of year superannuation strategies. It may also help you to avoid some common traps and tax penalties. Off-market transfers Of particular…
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10 Secrets I Learnt from Meeting Warren Buffet in Omaha

On May 4 2013 I attended Warren Buffet’s Annual General Meeting in Omaha, Nebraska. His company Berkshire Hathaway is worth $268 Billion and has more than 280,000 employees across the globe. Warren Buffet is personally worth $50 Billion; below are…
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5 Ways to Make Balanced Investment Decisions

When you make your investment decisions, are you fast, confident and intuitive or slow, analytic and rational? Your dominant behavioural characteristic could be leading you to buy at the top of the market, and sell at the bottom, or become…
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Pre-budget Government Annoucements on Super Changes

On Friday 5 April 2013 the Minister for Financial Services and Superannuation, the Hon Bill Shorten MP, and the Deputy Prime Minister and Treasurer, the Hon Wayne Swan MP, announced the Government’s proposed changes to the superannuation laws. The Government…
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Why we are excited about your future

Like a lot of investment terminology, Values-Based Financial Planning (VBFP) may mean absolutely nothing to you and without context, there’s no reason why it should. But if we strip away the rhetoric, this is a really powerful way of saying…
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