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

Looking to the Future

 

Capital Partners Succession Group - Copy

Capital Partners New Principals
(Left to right)  Kathryn Creasy, Rakesh Shah, Michael Hayward, James McLeod, Charmaine Lamprecht, Steven Boyce and John Ryan

 

For over two years now, we have been working towards the implementation of a succession plan that will welcome a new generation of owners at Capital Partners.

Next year marks our 20th anniversary, and with all of our founding principals in their 50’s, it makes sense … 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

Do Your Values Drive Your Decisions?

In the bigger scheme of things money is really not that important. Rather, it is an enabler that allows us to do the things that are important to us and make us happy. Values are the qualities and principles intrinsically valuable and desirable to you – in other words, life’s emotional pay-offs.

Our values provide our day-to-day operating context. By basing our decisions on our values we considerably increase the … more

Opinion: Why financial advice in Australia is broken

By David Andrew
David AndrewThe revelations coming out of the Royal Commission into banking, superannuation and financial services last week were remarkable. For AMP to admit to deceiving the regulator 20 times over one issue is an extraordinary admission and one AMP had clearly hoped would never see the light of day.

When AMP executive Anthony Regan said the words “we preferenced shareholders not clients” the Australian public could see first-hand … 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

Value vs Cost

By John Ryan

Everyone in Western Australia knows John Hughes. It is hard not to like a guy who built an empire from the ground up! From walking the Terrace in the 1970’s with briefcase in hand to convince the banks to lend him some money for his first car yard; to now having sold over 900,000 cars and still managing over 500 staff at age 82. Incredible!

In a … 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

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