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The Next Million - Part Twelve

21 Oct 2022

HOW MILLIONAIRES THINK … AND ACT
No matter how we slice it or dice it, Australia is a wealthy country with an abundance of millionaires within a relatively small population.

The Next Million - Part Eleven

13 Sep 2022

Good People Who Do Good Things
We continue the analogy of plane travel and how it mirrors the safe way in which this firm helps clients securely 'get to there from here'.

The Next Million - Part Ten

17 Aug 2022

Investment Journeys ... The Safe Way
On any discussion of travel, the most important consideration is to arrive at one’s destination safely; this applies as much to investing as it does to flying.

Though we might consider investment journeys as being routine, the fact is they are anything but.

The Next Million - Part Nine

29 Jul 2022

MDA or SMA: OK, Which?
Essential to the human condition is the wish of parents to see their children achieve financial security and independence, knowing how elusive these can be.

Investment & Economic Review July 2022

19 Jul 2022

Economic trends and geopolitical events converged pessimistically in the June quarter, causing the unusual scenario where all major investment asset classes – shares, property, and bonds – fell concurrently. 

Bonds prices were particularly weak, due to the sudden and rapid increase in duration-based interest rates.   It was the combination of starkly increasing inflation and an about-turn by Central Banks’ monetary policies that caused the bond rout.

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