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Articles in the ‘Starting Out’ Category:

The Perils of Giving Advice …?

OK, this is the column that could lead to divorce. But there’s something I want to get off my chest. I love my husband dearly. He’s clever and funny and …
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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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Changes to FoFA: what do they mean for investors?

Part of the Coalition government’s pre-election promise was to repeal part of the Freedom of Financial Advice laws. This was legislation put in place by the previous Labor government to …
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Style Your Investment like a Chief Investment Stylist

Having a Dad as a stockbroker and a Mum as a self-employed legal consultant, I was exposed to shares, investing, and the importance of being independent from a young age. …
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ETFs versus managed funds: pros and cons

Exchange traded funds (ETFs) burst onto the investment scene in 2001 when Vanguard launched the first ETF in Australia. Since then they have become a popular alternative to managed funds. …
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