Wealth Management

general collection of tactics, case studies etc

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

Planning Business Succession arrangements

 an opportunity for collaboration between your financial planner, your accountant and your lawyer Planning Business Succession arrangements is an important process that should be undertaken by all business operators – whether the business operates as a sole trader, partnership, trust or a limited liability company. In a nutshell, business succession planning provides a strategy - [...]

By |2018-06-01T15:13:04+00:00May 10, 2018|Estate Planning, Wealth Management|0 Comments

Economic and Markets Outlook 2018

Economic and Markets Outlook for 2018 – a ContinuumFP, in-house opinion Following our practice over a number of years now, our Economic and Markets Outlook 2018 is presented so that clients, prospective clients and our readers generally are aware of the expectations that our Investment Committee has for the calendar year that has recently commenced. [...]

By |2018-02-01T09:32:09+00:00January 30, 2018|Market Updates, Wealth Management|0 Comments

Gearing wealth creation – capital gains

Wealth creation without breaking the Bank Gearing wealth creation has long been a popular investment strategy: the level of gearing employed significantly impacts the performance of the investment portfolio. Since the 2013 Federal election in Australia, when Negative Gearing was demonised as a cause for high housing cost and low affordability, there has been ‘chatter’ about [...]

By |2017-07-31T15:05:40+00:00April 28, 2017|Investment Strategies, Wealth Management|0 Comments