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"Only when the tide goes out, do you discover who’s swimming naked”.Warren Buffett
If you were investing during the GFC (2008-2009), you would remember your superannuation balance significantly decreasing and taking many years to get back to its..
As at 16th April 2020, the ATO had received 881,600 Australian’s registering an interest in accessing their retirement savings under the Government's temporary Early Release of Superannuation scheme. It is one of a host of measures to help..
On 22 March 2020, the Government announced a further package of relief measures to assist individuals and businesses in mitigating the negative economic impacts of the Coronavirus pandemic.
In these uncertain economic times, investors face the risk of downturns in the value of their investment portfolios. For executives, high-income earners and those with more extensive investment portfolios, the stakes are higher in dollar terms. For..
The Coronavirus COVID-19 is of obvious concern to investors. Just what will it mean? At times like this, opinions abound. Commentary is ranging from:
We have been in a bull market since the GFC (2008). Because of this prolonged cycle of bullish prosperity, many investors have become complacent in their investment strategy as they expect the traditional asset market (shares) to continue to go up...
The voices of individuals who have built businesses, who have lived through market crashes and recoveries, and who have the context of history to guide them into the future have never been as valuable.
Our lives are increasingly busy and complicated. Your business, your job, your family and your health each require time and attention. But, finding time for everything is tough, andthings get overlooked. One area often missed is planning for the..
If you’re thinking about using a financial adviser, you will want to know how the process works, the costs involved and if you’re getting value for money. In Australia, financial advisers typically use one of two fee structures to charge for..
Goals-based financial planning is a signature of our service at WLM, because it involves much more than the numbers – it also explores measures that provide security and protection against unexpected life events. Sadly, and too often, we hear of..
