Eric Walters

About Eric Walters

After 28 years as an accountant in public practice Eric commenced his work in the financial planning industry in October 2000. During his career, Eric has advised clients on a wide range of financial and general investment matters, whilst providing strategic business services to entrepreneurs and senior managers.

Market volatility influences investment activity

That market volatility influences market activity, can be understood when it is realised that markets are driven by a number of factors, none the least of which are supply, demand, liquidity and price. With prices rising and falling by dramatic amounts in short periods of time (volatility); and liquidity created by such market action, investors [...]

By |2018-11-01T16:46:40+00:00October 31, 2018|Investment Strategies, Market Updates|0 Comments

Market volatility advantages

Market volatility is perpetual Market Volatility advantages the prudent investor; and the good news is that it is an ever-present feature of investment asset markets. It is the feature of investing that gives inexperienced investors most cause for concern - particularly when the rate of change in volatility increases in short timeframes. It is interesting [...]

By |2018-10-31T16:14:57+00:00October 31, 2018|Wealth Management|0 Comments

Investment success contributor: taxation

Are negative gearing and capital gains tax discounts sustaining your investment success? The investment success contributor for a large number of ‘ordinary’ Australians, is found taxation legislation, supported by settled Case law, in two key areas: Negative gearing deduction; and Capital Gains Tax discounting. From an economic standpoint, housing affordability and first home owner participation [...]

By |2018-04-05T15:41:44+00:00February 5, 2018|Investment Strategies|0 Comments

Economic and Markets Outlook 2017

Economic and Markets Outlook 2017 Introduction: Formulating an economic and markets outlook 2017 gives us a platform from which to guide our investment philosophy for the year ahead. We share it with our clients as part of the transparency of our process in fulfilling our fiduciary responsibilities to them - and for the interest of [...]

By |2017-07-31T14:32:07+00:00February 17, 2017|Market Updates|0 Comments