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Inflation – where do we stand?

The recent surge in energy prices amid shortages particularly in areas of Europe and China, coupled with ongoing supply chain disruptions, have refuelled the debate around the likely persistence of the inflationary pressures currently being experienced around the globe. For many of us, this issue is a relatively unusual environment. In looking back over time […]

The 60/40 investment portfolio was right centuries ago, and still is now

For many decades the default investment portfolio was a 60/40 split – this was seen as the ideal blend of growth and defensive investments for most investors most of the time. Generally, it translated to mean 60 per cent stocks and 40 per cent bonds. The growth characteristics of stocks would reward investors over time […]

Women pay a price for ignoring their finances

This article appeared in The Weekend Australian 19 June 2021. Women need to have control over the key financial decisions in their lives. Women and men should have zero tolerance for financial advisers who don’t work with them equally. Yet a recent UBS report (Building bridges, breaking barriers) revealed that half of married women defer […]

Expect the unexpected when keeping your finances in order

This article originally appeared in The Weekend Australian on 6 March 2021. Sudden events, such as unexpected lockdowns, prompt us to inquire whether our financial affairs are also well prepared for the unexpected. At all times we need to have our financial data up to date and secure. We need trusted others to be able […]

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