Blog
Even Warren Buffet Lost His Edge 20 Years Ago | Oliver’s Insights – Immigration and Housing Affordability | Not All ETFs are Created Equal | Q&A
This issue of Wealth Adviser includes: Even Warren Buffett lost his edge 20 years ago. Possibly the world's best investor has suffered from periods of under performance, after a strong start. His approach means he typically lags market performance in booms, and...
Four Million Australian Retirees | The Economics of Immigration | Rising Petrol Prices Across Australia | Q&A
This issue of Wealth Adviser includes: The when and why of four million Australian retirees. The current demographic shift has caused a rethink towards the retirement phase and decumulation. The economics of immigration: the UK vs Australia and Canada. Australia and...
It’s Dismal: Good News is Bad News … and Vice Versa | 6 Trends Driving Uranium Higher | China’s Slowdown and Structural Challenges | Q&A
This issue of Wealth Adviser includes: It's dismal: good news is bad news ... and vice versa. Bad news like rising unemployment, the likelihood of interest rate increases can lead to a rising sharemarket. The economy calls for job losses, but the politics offers...
Nursing Home Considerations | Recessions versus Goldilocks | How to Navigate Difficult Markets and Create Long Term Wealth | Q&A
This issue of Wealth Adviser includes: What to consider when paying for a nursing home. Choosing how to pay for nursing home accommodation can be challenging and affect income, wealth, means-tested aged care fee, and bequests. Oliver's Insights - recessions versus...
Forecasts or psychology | The Confusing Economic Picture | The Best Time to Invest Your Money | Q&A
This issue of Wealth Adviser includes: Howards Marks rejects forecasts in favour of psychology. Two lessons from Marks 50 year investing career are "We pretty much only learn from our failures, we don't learn much from our successes, and it's very desirable...
Common Sense Tips to Manage Finance | Population Growth Won’t Last | Australia’s Retirement Landscape | Q&A
This issue of Wealth Adviser includes: 15 common sense tips to help manage your finance AI: The only thing certain is that nothing is certain. Debt is great, up to a point. It helps you have today what you would otherwise have to wait until tomorrow for. It enables...
Five Keys to Investing
To invest successfully typically requires some discipline, and if it’s not your day job, the ability to leave things to the experts. Five keys to investing are: Invest for the long term – if you can time the market you might get a better return, but...
Retirees cash flow droughts | Strategies to rebuild super after early access | Plan for the unexpected now
The Summer issue of infocus includes: Retirees cash flow droughts. While lower interest rates are generally good news for borrowers, they can cause issues for retirees and others who rely on interest payments. Strategies to rebuild super after early access. If you...
Combining the Elements
For my 40th birthday my wife and I travelled to Sydney to enjoy lunch at Peter Gilmore’s Quay restaurant. This is the home of the snow egg as featured on MasterChef a couple of seasons ago. We enjoyed some interesting food and also tried some of the elements...
Super life cover | The tips, traps and costs of retirement villages | Are you investing or gambling?
The Spring issue of infocus includes: Super life cover. Is this a good way to have your personal insurances? The tips, traps and costs of retirement villages. As the population ages, retirement villages are marketed at the 'over-55s', but the average age of entry is...