GFC Ten Years On – A Reflection on the Collapse of Lehman Brothers

GFC Ten Years On – A Reflection on the Collapse of Lehman Brothers

By David Andrew
Accredited Investment Fiduciary
David AndrewWe have just passed the anniversary of the scariest day of my financial career – the day Lehman Brothers collapsed.  While the GFC was well underway, it was the Lehman Collapse that shifted us from a garden variety downturn, to a truly momentous event that threatened the financial system itself.

In the lead up to 16 September 2008, we had already seen the collapse … more

What is a Fiduciary and where do I find one?

This article discusses some of the findings of the Royal Commission and introduces the concept of a Fiduciary adviser.

It seems that choosing a financial planner is one of the more difficult things to do in life these days, if the findings of the Royal Commission are to be believed. And yet for many Australians, they simply wouldn’t or perhaps couldn’t, approach retirement planning and other important life decisions without … more

Helpful Hints for Tax Time

By James McLeod

Tax Tips

With the end of the financial year fast approaching, now is a great time to review your tax planning to ensure you have taken advantage of the opportunities available to you and your family.

Below we have outlined our top tips and strategies you may consider to help manage tax and maximise your savings.

Lump sum tax deductible contributions to superannuation  

Previously this flexibility was reserved for … more

Smart Investor | April 2018

Research, Trends, Topics and Asset Class Returns for Long-term Investors.

Entrepreneurs Wanted The problem with the Australian share market: is entrepreneurship dead?

Australian investors concentrating their portfolio just on large Australian shares are missing big opportunities as innovation and true wealth creation around the world leave many Australian companies looking old-fashioned.

Australia’s share market is one of the most concentrated in the world with the top 10 stocks on the ASX representing … more

Rainy Day Investing

By Jim Parker – Guest Contributor

rainy day copyAustralia, earth’s driest continent, experienced national rainfall in 2017 that was 8 per cent above the historical average. The year was the 30th wettest on record, according to the Bureau of Meteorology.1 But the story is more complicated than that.

While rainfall on a national basis was much higher than normal, the downfalls were concentrated in the west of the country. In much … more

FPA Awards 2017: Stamp of quality

February 2018 | Money & Lifemore

When Markets Wobble

By David Andrew

Wouldn’t it be nice to sit back and relax, safe in the knowledge that your juicy long-term share market returns were completely risk free? Well anyone reading the Australian Newspaper last week would have been shocked out of their armchairs thinking the world had come to an end… for financial markets at least.

After an extended period of relative calm on financial markets, recent days have seen … more

FPA Names Annual Award Winners

November 2017 | RiskInfomore

FPA Awards: Capital Partners wins big

November 2017 | Professional Plannermore

Perth planner named Professional Planner of the Year

November 2017 | Financial Standardmore

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