Your Financial Action Plan
I wanted to talk about my new course on creating wealth. The aim is to build a practical financial education course. I was concerned that several of the existing financial self-help courses depend solely on chasing the lowest cost solutions. That is not…
Nestegg: ETFs are still the best bet for new impact investors
This article by Fergus Halliday appeared in Nestegg on 1st September 2021 ETFs aren’t the only way to impact invest, but they’re definitely the easiest for newcomers. If you’re looking to take your first steps into impact investing, exchange-traded funds are likely your…
May 2021: Investment and Superannuation Update
This month we discuss: Strategies for investment portfolios given local and global share markets are pushing record highs Pending superannuation changes including an increase in the concessional and non-concessional contributions caps after 1st July 2021
April 2021: Investment and Superannuation Update
Watch our investment and superannuation update for April 2021. GENERAL ADVICE WARNING: In preparing any advice in this video, Finans Pty Ltd trading at CreationWealth has not taken into account any particular persons objectives, financial situation or needs. You should, before acting on…
February 2021: Investment and Superannuation Update
A summary of our thoughts on what investment strategy will look like in 2021 and what superannuation matters we are keeping an eye on.
July 2020: Investment and Strategy Update
With the local share market up 32% since the bottom of the COVID-10 ‘Black Swan’ event on 23rd March (but still negative 16.6% since the all time peak on the 20th February), I thought the below graphic from Dimensional is interesting for the following…
Money Magazine Australia: How to manage your money in a new financial year (and a recession)
By Andrew Zbik – Published in Money Magazine Australia on 8th July 2020 One in five Aussies had less than $1000 in savings in 2019. Since then, the coronavirus crisis has hit, employment is falling and it’s more important than ever to take…