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Developing a Portfolio Style

Developing a Portfolio Style

Like developing your personal style, developing your investment style takes time and planning. The first place to start is: Setting realistic performance targets. This means setting an expectation of return …
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Maximising your tax benefits

As an investment advisor I am frequently asked how to make tax work for investors. I am not a tax expert but I understand the basics around considering the tax …
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Interest rates are not that boring

This week, my reading online has been focused on interest rates. “Why interest rates?” I hear you ask with a yawn. Well, the RBA announced on Tuesday that it was …
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Inspiring pieces I found this week……….

I am forever looking for ideas of how to make better investment decisions, improve my work routines or just inspire me. This week I have been looking for inspiration more …
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10 Super Tips for Savvy Women

Superannuation is one of the most important and efficient investments you can make.  It is concessionally taxed, has flexibility with insurance and can provide added incentives when you contribute money. …
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Is it time for cyclicals to shine?

Investing in cyclical stocks can be a rollercoaster ride. Yet, if timed well it can also be a great play to increase your investment returns. What Are Cyclical Stocks? Cyclical …
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