Even though we’re accountants and advisors, it’s important to us that you see beyond the numbers. We’re endlessly curious about finding better opportunities and creating better outcomes for your business or private wealth and we recognise that an important piece of the puzzle is providing you with the information to help you make the right […]
Peter joined Pitcher Partners in 2021 after a distinguished professional cricket career, representing Australia in Test and T20 international formats. Peter graduated from Deakin University holding a Master of Financial Planning, and is currently undertaking the Certified Financial Planner (CFP®) designation. Peter leverages his extensive knowledge to provide strategic superannuation advice and retirement planning tailored […]
Investment strategies evolve with changing financial needs. While real estate has been a reliable choice, especially for Australians, exploring alternative options becomes crucial in times of low debt requirements and the need for high liquidity, particularly in retirement. While property has delivered impressive returns over the years, it’s essential to keep an open mind and consider diversifying your investments to secure your financial future.
Recently, Pitcher Partners Sydney hosted a webinar addressing key tax considerations for individuals with UK and Australian ties.
This year was meant to be all about ‘value’ on the share market: Rising rates were expected to hose down the demand for tech-focused growth stocks and boring old value stocks were meant to shine. It didn’t happen. ‘Because’, says top adviser Charlie Viola,‘ the whole debate is rubbish, good companies make good investments that’s […]
Michael is a financial adviser who has worked with a range of private clients throughout his career, providing personalised financial advice and investment strategies tailored to each client’s unique needs and goals. Clients benefit from a truly holistic advice process, with Michael’s expertise in wealth management, retirement planning, tax minimisation, estate planning, and asset protection, […]
Josh Manning, Portfolio Manager at Manning Asset Management, and Charlie Viola, Partner & Managing Director – Wealth at Pitcher Partners, discuss interest rates, property prices and implications for portfolios, and the role of fixed income and credit in today’s investment environment.
Welcome to our latest Wealth Management Update. This edition covers the following topics:
Australian equity portfolio Note: Default is in AUD unless otherwise stated. Amcor Plc (ASX: AMC) Share price 14/9/22: $17.70 Result FY22 Revenue US$14.544b, up 13% on the pcp. Underling EPS US$0.805, an increase of 7% on the pcp (at the upper end of the FY22 guidance). Key points FY23 guidance was given for adjusted EPS […]
The Australian property market has seen substantial ebbs and flows in recent years following the onset of the coronavirus pandemic in 2020.
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