The importance of ongoing work
Senior partner Michal Bodi explains the importance of regular client reviews.
Author: Britt Ambrose
Market volatility and how to benefit
Principal adviser and founder Bill Bracey proves that market volatility is to be embraced for successful investing.
Shares sliding again – what’s driving it and is there any light at the end of the tunnel?
Share markets are back under pressure. Here's what's driving it and whether there's light at the end of the tunnel.
SFP Insights – 2022 review & 2023 outlook
2022 was a tough year for investors. Here's our review and what we expect heading into 2023.
Investing under uncertainty
What is the essence of successful long-term equity investing? It’s embedded in the right focus – on things we can control and things that matter. It means basing our investment policy on our financial plan as distinctly opposed to a view of the economy, the markets and the daily noise surrounding them.
Where can advisers add the most value
Senior partner Michal Bodi explains some benefits of working with an adviser.
Where to start for retirement planning
Senior partner Michal Bodi explains the importance of investing in the right assets in retirement planning.
Cashflow remains king
Whilst cash transactions may soon be a thing of the past, the old saying cash is king hasn’t gone anywhere. Cash reserves and cashflow are front of mind for us planners when reviewing our client’s investment plans and portfolio’s.
Rising importance of aged care planning
You may have parents who live on their own but because of failing health they need support to help care for themselves or it may be that they cannot look after themselves anymore and need to move to a home that can.
What to expect moving forward after world financial markets fell early this year!
Falling bond and share values have pushed medium-term return projections higher. Here's what investors can expect moving forward.
Process of transitioning to retirement
Principal adviser and founder Bill Bracey explains how we help clients transition to retirement.
Loyal to a fault
It may be an admirable trait in personal relationships, but in the world of lending, loyalty can come at a cost.