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

How to handle retirement-related stress

Throughout your working life, you’ve probably looked ahead to retirement as a stress-free time, where you don’t have to worry about all the challenges and conflicts related to your working life. However, retirement can be a stressful time too, and your ability to handle the various stresses can have a direct impact on your overall health.

Positive and negative stress

Positive stress is also known as eustress and refers to … 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

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

Are you living within your means?

By David Andrew

David Andrew

I remember as a kid regularly overhearing the conversation between Mum and Dad as to who was going to withdraw cash from the bank teller before the bank closed at four o’clock on Friday afternoon.

On occasion we’d get caught short and on Saturday morning I would accompany Dad as he cashed a cheque with one of his friends who was the local pharmacist. The banking system … 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

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 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

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