Investor risk profiling explained

At its core, investor risk profiling is a process used to assess the level of risk that an investor is willing to take with their financial assets.  The investable assets can be siloed, and a different risk profile applied to each group of assets; however, the overall risk profile of the entire portfolio should remain within the range tolerable to the investor. Each investment asset class has an array of [...]

Economic and Markets Outlook 2019

Economic and Markets Outlook 2019 The Economic and Markets Outlook 2019 offered by Continuum Financial Planners Pty Ltd is prepared to provide a backdrop to the investment recommendations we will make, particularly in the early part of the calendar year, from information published by a range of investment analysts, economists and researchers on whom we rely. It is published for transparency, so that investor clients can have an understanding of [...]

By |2019-11-28T11:04:29+10:00January 14, 2019|Market Updates|0 Comments

Gearing wealth creation – capital gains

Wealth accumulation 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 the benefits accruing to those who utilise this wealth creation strategy; and the distortions that [...]

By |2020-12-16T20:14:10+10:00April 28, 2017|Investment Strategies, Wealth Management|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 our readers generally. In a fundamental approach to investment asset values, economies and their constituent [...]

By |2017-07-31T14:32:07+10:00February 17, 2017|Market Updates|0 Comments

Residential Property Investment

Residential property investment is popular with Australians: this popularity is based on the ‘urban myths’ that - property prices increase consistently (that ‘you can’t go wrong with bricks and mortar’); and  residential property prices are not volatile (as are share prices). An article published by Research house CoreLogic RP Data1 in February 2016 was recently brought to our attention: its title is ‘Property prices double every decade?’ The article is of [...]

By |2022-06-28T19:02:11+10:00February 6, 2017|Investment Strategies|0 Comments
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