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In the News

The Australian Financial Review "Succession planning key to corporate survival"

Every financial advice business reaches a point in its maturity when it needs to re-energise and innovate to remain competitive, and this could require a change in leadership.

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John Hewison
Chairman and Founder

Blog

Asset Allocation – More important than ever

Here we go again. I’m beginning to wonder whether we’ve actually learnt anything.

We are now hearing the familiar cries of “Australian shares have run their course. Where to next? International equities? Property?”

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Andrew Hewison
Managing Director

Blog

Is now the worst time in history to hold cash ?

Still squirreling cash away in a term deposit? It might be time to check the interest rate.

On 3 February 2015, the Reserve Bank of Australia (RBA) cut the official interest rate by 0.25% to a new record low of 2.25%. This was the first time the RBA had made a change to interest rates since August 2013.

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Glenn Fairbairn
Director/Private Client Adviser

In the News

Smart Investor "How to pay for a child’s education"

Wealth management experts share their ideas about planning for big expenses in the future.

My favoured approach is a portfolio of quality listed investment company (LIC) shares for wealth accumulation over the long term.

The largest LICs include Argo Investments, Australian Foundation Investment Company and Milton Corporation.

These companies conservatively invest in a broad portfolio of quality Australian shares and offer investors the opportunity to automatically reinvest dividends to take advantage of compounding.

They are low-cost, with management expenses totalling less than 0.2 per cent of the assets invested.

The portfolio is 100 per cent invested in the Australian sharemarket and is therefore subject to market fluctuations which are relatively minor in the long run.

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Chris Morcom
Director/Private Client Adviser