Looking to the Future

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

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

Your Parents Might Need Help!

By Steven Boyce

Whenever we talk to our clients about their deepest values and what is most important to them, family inevitably comes close to the top of the list.

With this is mind, it’s interesting how few people have an open dialogue with their parents around their key advisers, estate plan, financial strategy and plan for aged care. The general perception is that it is none of your business, … 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

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

The Challenges We Face

By David Andrew

David Andrew

“Life throws challenges and every challenge comes with rainbows and lights to conquer it.” Amit Ray

One of the biggest challenges we face today is the vast amount of financial information available to us. Every day we are bombarded with information from the press, social media and television. What’s more, much of it is conflicting! Chances are, you too find it difficult to make sense of your … 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

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

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