News & Blogs

The latest news and insights on retirement planning, financial advice, investment and market updates.

Posts about Investment Strategies:

Known Unknowns:  What investors can expect over the next 12-months

Picture of Sam Stillone
Sam Stillone 3 August 2022
Known Unknowns:  What investors can expect over the next 12-months

Given that many investments, including shares and bonds, have experienced losses in the last 12 months, which investment is likely to give better returns in the next 12-months on so?

In this short video, Dr Steve Garth (Independent Member of our Investment Committee) explains what's driving the share market and bond market, and what investors can expect from investment returns over the next year. 

A Survival Guide during Investment Market Volatility

Picture of Sam Stillone
Sam Stillone 6 July 2022
A Survival Guide during Investment Market Volatility

Investors around the world have realised that fighting inflation is going to be difficult.  This is causing enormous volatility in investment markets as investors fear that increasing interest rates may cause a recession.    

In this short video, Dr Steve Garth (Independent Member of our Investment Committee) explains what's been recently happening in investment markets and the critical steps that investors must take with their portfolio management in these volatile times.

Sam Stillone: Protecting your Wealth from 'Sequencing Risk' & Securing your Retirement Lifestyle Plans

Picture of Sam Stillone
Sam Stillone 2 February 2022
Sam Stillone: Protecting your Wealth from 'Sequencing Risk' & Securing your Retirement Lifestyle Plans

The destructive nature of 'Sequencing Risk'

In this short video, Sam Stillone (Senior Financial Consultant) explains 'Sequencing Risk', how it can impact your portfolio and how it can destroy your retirement lifestyle plans.  Sam also discusses how you can avoid its destructive nature to secure your wealth leading up to and in retirement.

Does Globalisation mean Diversification is no longer important?

Picture of Sam Stillone
Sam Stillone 6 December 2021
Does Globalisation mean Diversification is no longer important?

 

The Business World is Becoming a Smaller Place

There is no doubt that the internet, advances in technology and the use of platforms such as eBay and Amazon have allowed even small business to expand and access customers in previously inaccessible international regions. 

With the globalisation of business earnings, some investors may conclude that they only need to hold Australian shares and property assets to achieve an adequate level of diversification when constructing an investment portfolio.

Back to Top