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

Do you talk to your kids about finance?

By Kathryn Creasy

Kathryn Creasy

The meme that always makes me laugh (and I don’t know where it came from to give credit!) is the “I’m glad I learned about parallelograms at school instead of how to do taxes, it’s really come in handy this parallelogram season…”.

 

We learn so much great foundational knowledge at school – and I truly believe algebra has come in handy even though I hated it … more

Smart Investor | August 2017

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

 The Power of Investment Discipline – A Case Study

 With the White House and Pyongyang ratcheting up their war-posturing rhetoric, it is inevitable that at some point, financial markets around the world will respond with a meaningful sell-off.

All experienced investors know that financial markets hate uncertainty, and as the uncertainty heightens, something will give. They also know the exact … more

Are You on the Path to Financial Success?

By David Andrew

David Andrew

In all the years I have been advising clients the biggest indicator of financial success has been a family’s ability to live within their means. Sometimes people make a fortune on a particular stock or the sale of their business, but most wealth is accumulated methodically, and over time. In my experience, lack of planning and overspending are the most common causes of financial plans being derailed.… 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

Titanic in the Sky – Lessons from QF 32

By Rakesh Shah

The passengers looked troubled, but the Captain’s voice over the aircraft’s PA system was calm and reassuring. The voice was that of Qantas Captain Richard de Crespigny, and I was watching the documentary QF32 – Titanic in the Sky.

For those who have not seen this documentary – QF32 is the story of how one of Qantas’ brand new A380’s had a very close brush with … more

What Quilting and Investing Have in Common

By David Andrew

David Andrew

Last week we celebrated my Mum’s 80th birthday and quite a celebration it was. As family and friends gathered we were reminded of many of Mum’s strengths and in particular her creative streak. You see, she has always had some form of craft on the go, but in the last fifteen years it has been quilting.

Quite remarkable are her creations, too, small pieces of randomly selected … more

How do you get from A to B?

Smart Investor – March 2017

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

By Song Goh

Song Goh

What is your primary consideration when shopping for a car?

If I could indulge in my fantasy world where money was no object, I would own my dream car, the Lamborghini Huracan LP610-4 Coupe that starts in excess of $400,000 for the base model. From the options menu, I’d pick the Nero … more

Smart Investor – October 2016

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

When cheap isn’t bad

I remember as a kid in the 1970’s, Japanese cars being referred to as “Jap. c**p”.  As it turned out the Japanese have had the last laugh on this one, but it’s a generally accepted truth that you get what you pay for. Except that is, in the funds management industry.

12,062 total views, no views today… more

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