As part of our (Lunch) time is money investment series, yesterday I had the pleasure of interviewing Brian Huerta, Portfolio Manager from WCM Global Investment Management. Such a great conversation with lots to share.
Personally, I don’t think we share some of the fantastic outcomes achieved for our clients enough. Afterall they are something to be proud of, particularly when it’s a big win for them financially.
In what seems like a never-ending cycle of updates and improvements, a recent change to superannuation legislation is welcome; particularly for those nearing 65 years of age.
Unfortunately, there is no short cut to achieving financial success. In having said that, by following the five tips I have written about in this week's blog, coupled with a dose of discipline, you will set yourself on the right path today, for tomorrow.