I had an interesting meeting the other day with some new clients. We previously had spoken on the phone a few years back when they were considering seeking advice. I had kept a file note of this discussion which I reviewed before getting together with...
Relativities between asset classes have remained stable over the past month. We now see the outlook for the Financials sector as broadly in line with the overall Australian Equities, whereas previously it had been lower due to rising share prices. Any further weakness in Financials...
With bank rates at an all-time low, what are your alternatives to generate income? Reuben Zelwer CFP® is a Financial Planner with more than 15 years' experience in helping clients establish and manage portfolios which meet their dual objectives of providing income and long term capital...
A result of the recent short term volatility and overall declines in major indices around the world are better valuations and hence improved forecast returns from these lower prices. Overall the shifts have been largely proportional relative to other asset classes. We are unfortunately in one...
Having just taken a trip with the family to Vietnam, I thought now is a better time than ever to write to you about an issue that almost all of us have had to consider when travelling overseas. Credit cards are part of our everyday lives....
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