Blog articles relating to investing and wealth management.

It Pays To Look At The Details

Before you part with your money, it pays to look into the financial details; or have someone do it for you. Platinum Asset Management (PTM) is a widely respected fund manager and is listed on the ASX. It has recently been announced that they are starting a Listed Investment Company (LIC) called Platinum Asia Investments.…

Corporate Governance Takes a Back Seat?

Peter, Frank & Stven Lowy (Picture: James Croucher Source: TheAustralian) It’s common to come across clients who have a strong preference towards property investing over share investing. The aversion to shares is borne from the daily volatility that shares exhibit. Perhaps the more logical reason to shun shares is questionable corporate governance practices. The current Westfield Trust debacle…

Warren Buffett’s Advice

I am sure you have heard of Warren Buffett, who is generally considered to be the most successful living investor. He is CEO, chairman and president of the US listed investment company Berkshire Hathaway; which as of last night had a share price of US$187,750. Due to Buffett’s phenomenal investing success, (over the last 49…

A Tax On Savings

I don’t mind that the additional tax on tobacco will take a packet of cigarettes past $25, after all smoking imposes a cost on society. However the reverse is true when people save their money, which is why a tax on savings would have to be one of the more bizarre concepts thought up –…

Discrepancies in real estate portfolios

Financial Planning is a heavily Government (ASIC) regulated business providing individually personalised advice to clients including protecting and growing their wealth. As a financial planner it appears extremely inequitable to see far bigger transactions occur with far fewer compliance hurdles or disclosures such as direct property investing. A real estate agent does not have to…

What are the Benefits of Index Funds?

It is clear that managed funds offer greater diversification than most people can achieve through direct share investing. Whilst there are many thousands of managed funds they can essentially be broken down to two groups, “active” and “passive”. Active managed funds attempt to outperform the benchmark index through wise stock selection whilst ‘passive’ managed funds…