Do Your Values Drive Your Decisions?

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

1987 Stock Market Crash – 30 Years On

By David Andrew

David Andrew

From time to time, share markets deliver a shock that few investors expect or know how to cope with. Most recently it was the global financial crisis, before that the tech wreck in 2000, and 30 years ago the ’87 stock market crash.

What made 1987 so memorable for me was that it was the year I started work in the financial services industry. No sooner had … more

Top Tips for Staying Happy in Retirement

By Rakesh Shah

 Your financial situation is the one aspect of retirement you can work on before retiring!

Retirement can be an exciting and liberating phase of your life, but many new retirees are surprised at how difficult it can be to adjust. Ironically, it’s only when you step away from your career that you fully appreciate the underlying benefits of being in the workforce. Once the “honeymoon” phase of … more

The Top 10 Money Excuses

By Jim Parker – Guest ContributorWhats Your Excuse

 

Human beings have an astounding facility for self-deception when it comes to their own money.

We tend to rationalise our own fears. So instead of just recognising how we feel and reflecting on the thoughts that creates, we cut out the middle man and construct the façade of a logical-sounding argument over a vague feeling.

These arguments are often elaborate short-term excuses that … more

Avoiding Bad Investment Products

By David Andrew

David Andrew

The message for this blog is simple – Life is too short to invest your hard earned money in awful investment products.

To have a successful financial plan there’s four things  all investors should look at: Purpose, Strategy, Investing and Legacy.  While all four components are important the investment piece underpins the whole plan, and a great plan with terrible investments, sadly won’t deliver.… more

Staff Spotlight

Damon Sugden | Private Client Adviser

Damon Sugden square

It is always interesting to hear how someone came to work in the financial services industry, and Damon Sugden has a great story!

As a young child Damon was encouraged to take up dancing by his mother, a professional dancer. This encouragement led to a firm commitment to ballroom dance as a passion and career, a career which introduced him to his wife and … more

Brexit Countdown Begins

By David Andrew

David Andrew

As the UK parliament prepares to trigger Article 50, the long and potentially arduous process of unwinding the UK’s Euro membership begins.  In effect, Article 50 sets off the discussions with Europe over the terms of the future relationship between the parties.

While the notification alone is unlikely to trigger any market reaction, there is no doubt that market participants will be on edge as the process … more

Sailing with the Tides

By Jim Parker – Guest Contributor

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan and there’ll be rough seas, but those who are prepared, flexible, patient and well-advised greatly increase the odds of reaching their destinations.

A mistake many inexperienced sailors make is not having a plan at all. They embark without a clear sense of their destination. And once … more

Changing Our View of Money

Capital Partners | Press Release | February 2017

WWP coverPeople can transform their lives for the better by changing their attitudes towards money, according to one of Australia’s most respected wealth advisers.

David Andrew, founder and CEO of Perth-based Capital Partners Private Wealth, has released a new book in which he shares his insights from more than 20 years of helping people make smarter decisions with their money.

In … more

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