There Probably Won't Be A Recession Anytime Soon, But Key Indicators Say Stock Prices Are Overheated

There Probably Won't Be A Recession Anytime Soon, But Key Indicators Say Stock Prices Are Overheated

16/11/2019.  As previously discussed , having a view on the economy and stock markets is helpful, because it lets us vary our bets on the...

Long-term Aussie expat? You might have only 6 months to sell your main residence back home, if you want to avoid Capital Gains Tax (CGT).

Long-term Aussie expat? You might have only 6 months to sell your main residence back home, if you want to avoid Capital Gains Tax (CGT).

9/11/2019.  On 23rd October, a bill was introduced by the Australian Government, that every Australian should take note of, if you own pr...

Structured Notes – Too Often A Deceitful Con, Sold By The Greedy To The Unsuspecting

Structured Notes – Too Often A Deceitful Con, Sold By The Greedy To The Unsuspecting

19/10/2019.   If you are an ordinary retail investor, then financial Structured Products are probably not right for you. Here’s why:...

Is Now A Good Time To Invest?

Is Now A Good Time To Invest?

12/10/2019.   Is Now A Good Time To Invest? Of all the questions ever asked of a financial advisor, this is by far and away the most co...

What Reason Do YOU Have For Not Investing In 2019?

What Reason Do YOU Have For Not Investing In 2019?

2/10/2019.   There is no doubt in my mind - the biggest barrier to success for individual investors is overcoming our faulty personal ps...

Video: Beat the Taxman. Using a Discretionary Discounted Gift Trust to Reduce Your Estate's IHT Bill

Video: Beat the Taxman. Using a Discretionary Discounted Gift Trust to Reduce Your Estate's IHT Bill

30/9/2019.  Using a Discounted Gift Trust to put part of your estate out of reach of the UK taxman, and beat IHT (inheritance tax).  Less th...

Defined Benefit UK Pension Transfer Values Hit Record High

Defined Benefit UK Pension Transfer Values Hit Record High

20/9/2019.   People cashing in their UK final salary pensions, aka defined benefit schemes, are receiving valuations at a record high.   ...

Financial Planning - What is it like, exactly?

Financial Planning - What is it like, exactly?

1/9/2019.    Part of the job of a financial advisor is to help you think clearly about your financial future, prioritise your objectives, ...

How To Use The Windows Snipping Tool

How To Use The Windows Snipping Tool

24/8/2019.  The Windows Snipping Tool is the quickest and easiest way to take a quick capture or 'screen-grab' of an area of your...

Getting The Results You Want From Your Regular Savings

Getting The Results You Want From Your Regular Savings

1/8/2019.  The very best thing  about a typical domestic pension savings plan or superannuation is that we can't touch the money .  ...

Understanding Your Investor Risk Profile

Understanding Your Investor Risk Profile

10/7/2019.   Your individual risk profile is important because the potential growth of your investments is determined by the asset allocat...

A Simple Tool To Convert Between Total Growth And Annualised Growth Rate

A Simple Tool To Convert Between Total Growth And Annualised Growth Rate

1/7/2019.  This simple spreadsheet lets you quickly and accurately convert between compound annual growth rate (CAGR) and total growth, in ...

Dollar Cost Averaging

Dollar Cost Averaging

1/6/2019.    How Regular Savings Create Gains From A Falling Market  Dollar Cost Averaging is a strategy in which an investor places a ...