Low interest rates and making borrowing easier are not the panacea to our slowing economic growth. As a large community of workers from the baby boomer generation retire, they reduce their spending. Overall economic activity will naturally slow when there is not an offsetting level of consumption elsewhere in the economy. The next largest generation… [Read More]
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Investment Spotlight – Successful Exit for our Student Accommodation Fund
Overview In early 2016 we made an investment across several client portfolios in the BlueSky Student Accommodation Fund III. This was a direct investment for wholesale/sophisticated investors in the development and construction of a purpose built student accommodation building at 48 La Trobe Street in Melbourne. The project was to develop a premium 793 bed… [Read More]
July Message from Rob Gilmour
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]
Investment Spotlight – Patient Capital Bearing Fruit with the Spire USA ROC III Fund
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]
Dixon Advisory is an example of why conflicts of interest in advice should not be ignored!
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]
June Message – Celebrating 5 Years and our own AFS Licence!
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]