The Budget 2016

March 18, 2016

Our Budget 2016 summary looks at the main announcements and significant areas around financial planning. Read the article here: The Budget 2016 – 1.99 Mb PDF.  

The Autumn Statement 2015

November 26, 2015

Our Autumn Statement 2015 summary looks at the main announcements and significant areas around financial planning.

Weather vs Climate

July 10, 2015

Notice how TV news bulletins put finance next to the weather report? In each, talking heads point at charts and intone about intraday events that are quickly forgotten. Meanwhile, the long-term wealth building story gets overlooked.

The Summer Budget 2015

July 9, 2015

Our Summer Budget 2015 summary looks at the main announcements and significant areas around financial planning.

Gravel Road Investing

June 8, 2015

Owners of all-purpose motor vehicles often appreciate their cars most when they leave smooth city freeways for rough gravel country roads. In investment, highly diversified portfolios can provide similar reassurance.

The Budget 2015

March 23, 2015

Our Budget 2015 summary looks at the main announcements and significant areas around financial planning.

The MasterChef of Investing

March 22, 2015

In the popular TV program MasterChef, contestants face a series of cooking challenges. From low quality ingredients to inadequate preparation to poor implementation, so many things can, and do, go wrong. It’s a bit like investing.

Top 10 Investment Guidelines

February 23, 2015

The media would have you believe that a successful investment experience comes from picking stocks, timing your entry and exit points, making accurate predictions and outguessing the
market. Is there a better way?

Autumn Statement 2014

December 4, 2014

In our guide to the Autumn Statement 2014, we look at the main points that could affect you on tax, savings and spending.

The Certainty Principle

June 16, 2014

A frequent complaint from would-be investors is that “uncertainty” is what keeps them out of the financial markets. “I’ll stay in cash until the direction becomes clearer,” they will say. So when has there ever been total clarity? Read the article here: The Certainty Principle – 300kb PDF.