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In the update video for this month, I discuss markets as we see a race to the bottom with central banks cutting interest rates and the lingering uncertainty being caused by the US / China trade war that is dragging down global growth.  Closer to home, the recently announced review into retirement income will no… [Read More]

  If you would like further insights or would just like to chat about your experience in navigating markets and the tax system to achieve your long-term goals, I’d love to hear from you!   The information provided should not be considered personal financial advice as it is intended to provide general advice only. The… [Read More]

In early 2016 we invested in the Spire USA ROC III Fund (“Spire ROC III”), which was established to invest directly into the assets of the Bridge Multifamily & Commercial Office Fund III (BMF III).  BMF III is managed by Bridge Investment Group (“Bridge”) and is a private equity real estate fund investing in multifamily… [Read More]

I have always believed there are not many professional responsibilities greater than providing advice to help someone manage and invest their life savings.  Yet at times it makes me cringe to admit being in the financial advice industry when I see advice being used as a distribution channel for the sale of financial products. In… [Read More]

Its the end of another financial year, but that is not the only milestone I discuss in this video – we are celebrating 5 years in business as well as ASIC granting Wealth Simplicity its own Australian Financial Services Licence (AFSL)! I’m really excited to share the news and for the years ahead! If you… [Read More]

Another financial year has passed, and it’s been a fascinating year for investors. In many ways, it’s been a tale of two halves with significant weakness in share markets in the final quarter of 2018 significantly impacting investor returns. This was largely driven by expectations of rising interest rates in the US and concerns around… [Read More]