Director & Private Client Adviser, Chris Morcom was recently asked by Money Magazine what his current opinion on P2P was. Chris has been using P2P lending as part of his clients' fixed-interest allocation for the past 25 years and says, "It's been one of the bright lights in our investment portfolios over that time". Read the full article here.
Managing Director, Andrew Hewison, was interviewed by Financial Standard when Karren Vergara examined the managed accounts growth story. Karren reports on how it seems too good to be true, but the global pandemic is reinforcing their merits and differentiating the hype from reality. Read the full story from page 16 here.
Chris Morcom was recently interviewed by Professional Planner. The result was a really lovely insight into who Chris is and uncovers the things he enjoys the most. We thought you would like to get to know Chris a little more. Read the full story here.
On Saturday, The Australian Financial Review & The Age published a comprehensive SMSF Pandemic Report Card. Private Client Adviser, Travis Schindler, made a large contribution to the article where he highlighted the importance of having an investment strategy where decisions are guided by asset allocation, rather than fear and emotion. Especially in the challenging investment environment of 2020. Read the full report card here.