Where to Invest for Income?

I was asked by Jane, a client of mine today “where is the best place to invest $100,000 if I need income?. I’m thinking about shares but given everything I’ve been hearing in the news […]

What to do (or not to do) with an Inheritance?

Recently I was interviewed for two articles in the Australian Financial Review. Bina Brown was writing on how to make the most of an inheritance and also on a smart estate planning strategy.  An enormous amount of wealth is expected […]

Underinsurance – what does it mean?

Despite the fact that we live in the best country in the world,Australiais one of the most underinsured of all developed nations. But what does that mean?  According to research by IFSA in 2005, only 4% […]

5 Most Common Questions in the last 2 Weeks

The Dow Jones has swung more than 400 points for the last four days running. It’s been a wild ride on the ASX as well. I’d expect this volatility to continue over the next few weeks. The […]

Further Market Update

In the US overnight the Dow jumped almost 4% to finish back above 11,000 points. This came after a  Federal Reserve announcement that its benchmark interest rate will remain near zero percent until 2013.  The […]

Market Update

We have spoken to leading asset consultant, Russell Investments, who continue to monitor the economic situation and they have provided us with the following information. Market Action A gloomy global economic outlook sent investors on […]