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Insights

Investing

Tips and insights to help you invest with confidence.

Volatility = premium returns
28 September 2022/Market Update

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.
Investing under uncertainty
20 September 2022/Investing

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…
Cashflow remains king
26 August 2022/Market Update

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…
What to expect moving forward in investing July 2022
27 July 2022/Market Update

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.
Are you getting the best rates?
27 June 2022/Market Update

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.
5 useful charts on investing
12 May 2022/Investing

5 useful charts on investing in times of uncertainty like the present

Five key investment charts to help investors stay focused during times of market uncertainty.
SFP Investment Outlook Q&A - February 2022
16 February 2022/Market Update

SFP investment outlook Q&A – February 2022

Inflation will slow but remain elevated. Here’s our Q&A on the investment outlook for 2022 and what it means for your portfolio.
SFP's Bill Bracey speaks on The importance of retirement planning
22 October 2021/Financial Advice

The importance of retirement planning

Principal adviser and founder Bill Bracey explains the benefits of a good plan.
7 key charts for investors to watch in 2021
2 February 2021/Market Update

Seven key charts for investors to watch regarding the global economy and investment markets this year

Shares face short-term correction risk but should deliver solid returns this year. Seven key charts to guide investors.
SFP's Michal Bodi speaks on Why invest and what principles to follow
1 February 2021/Market Update

Why invest and what principles to follow

Senior partner Michal Bodi explains the reasons we invest and investment principles we follow.
8 key learnings from 2020
21 October 2020/Market Update

8 key learnings from 2020

Mainstream and financial media keep presenting us daily with the ever-present worry list surrounding investment markets that relates to economic activity, profits, interest rates, politics, etc. Or by the perennial…
Investment Goals Setting
1 September 2020/Market Update

Investment goal setting

Buying your first car, helping the children get a good education, enjoying a rewarding retirement.