Financial Planning articles
A Guide to Being a Wholesale Investor in Australia
In the realm of investing, being classified as a wholesale investor opens doors to a range of exclusive opportunities and privileges not available to retail investors. In Australia, wholesale investors enjoy access to a diverse array of investment products, sophisticated strategies, and tailored solutions...
Power of Private Equity Investments
Private equity investments have emerged as a cornerstone of sophisticated investment portfolios, offering unique opportunities for high-net-worth individuals, institutional investors, and family offices to achieve attractive returns and diversify their holdings. With a focus on investing in privately-held companies, private equity firms deploy capital...
Interest Rates Must Fall, HECS tips & How Much Do You Need to Retire (ABC News Breakfast Interview)
When will interest rates start to fall and what's the risk if it takes longer than expected on the property market and the economy?
Director of FinancialAdvisor.com.au James Gerrard also speaks about the Governments recent HECS announcement which is positive for Australian with a HECS debt, as well as discussing the...
Unveiling the Golden Opportunity: Investing in Gold in Australia
Gold has intrinsic qualities that make it a sought-after asset class for investors:
- Safe Haven Status: During times of economic instability, political turmoil, or currency devaluation, gold often retains its value and serves as a safe haven asset, providing stability and protection against market volatility.
- Portfolio...
Essential Considerations for Successful Airbnb Investment in Australia
As the sharing economy continues to flourish, Airbnb has emerged as a popular platform for property owners to generate income by renting out their homes or investment properties to travelers. However, while the potential for profit may be enticing, investing in Airbnb properties requires careful...
Australian Property Price forecast of 10 to 15% growth (ABC News Breakfast interview)
Oxford Economics Australia have released a report predicting most capital city house prices in Australia to increase between 10% to 15% over the next few years.
Director of FinancialAdvisor.com.au James Gerrard also speaks about why Australians are retiring later and how to optimise your taxes by including salary sacrificing.
The Significance of Property Investment: Enhancing Financial Security in Australia
In the realm of investments, diversity is paramount to long-term success. While shares, bonds, and managed funds are frequently discussed, property investment is an integral aspect that shouldn't be overlooked, especially in an Australian context. Whether you're an experienced investor or a novice, having exposure...
Securing Your Future: Why Planning for Retirement in Your 40s is Crucial
We've had the privilege of guiding individuals through various stages of their financial journey, and one aspect that consistently emerges as a critical concern is retirement planning. While retirement may seem distant when you're in your 40s, it's a mistake to delay planning for it....
Navigating Investment Waters: Understanding How Currency Changes Impact Your Portfolio
In the intricate web of global finance, where currencies fluctuate and markets oscillate, investors are often faced with a myriad of factors that can influence the performance of their investment portfolios. Among these factors, changes in currency values stand out as a potent force that can significantly...
Unearthing Investment Opportunities: The Appeal of Land Investment
In the world of investments, where volatility is often the norm and uncertainty lurks around every corner, the allure of stability and tangible assets is undeniable. Amidst the myriad of investment options available, one avenue that continues to pique the interest of investors is land. Despite its...