Financial Planning articles
Who was Charles Munger and what was his investment philosopy?
Charles Munger (1924–2023) was an American investor, businessman, and philanthropist, best known for his long-term partnership with Warren Buffett at Berkshire Hathaway, where he served as vice chairman. Munger played a key role in shaping the company's investment strategies and was renowned for his intellectual rigor,...
The Transition to Renewable Energy: Investment Opportunities for Australians
Australia’s renewable energy sector is booming, driven by government initiatives, technological advancements, and a growing commitment to reducing carbon emissions. For investors, this transition presents a wealth of opportunities to contribute to a greener future while reaping financial rewards.
Why Renewable Energy is the Future
- Government Support: Australia has pledged to achieve...
The Impact of Global Market Uncertainty on Australian Superannuation
In an interconnected global economy, financial turbulence in one part of the world often sends ripples across the globe. Australian superannuation accounts are not immune to these changes, and with the current landscape of geopolitical tensions, fluctuating interest rates, and volatile markets, superannuation holders may be feeling uneasy about the...
How to Invest in Turbulent Times
Navigating the financial markets during periods of turbulence can be daunting for even the most seasoned investors. Market volatility, driven by economic uncertainties, geopolitical tensions, or unexpected global events, can test the resolve and strategies of any investor. However, with a well-considered approach, it is possible to...
Applying Warren Buffett’s Investment Methodology to $1 Million in Assets
Warren Buffett, the “Oracle of Omaha,” is renowned for his extraordinary ability to generate wealth through strategic investments. His philosophy, which emphasizes value, patience, and a deep understanding of the businesses he invests in, has made him one of the most respected figures in the financial world....
How Best to Invest a Self-Managed Super Fund (SMSF): Key Considerations
Self-managed super funds (SMSFs) offer Australians a unique level of control over their retirement savings. However, with this freedom comes responsibility, and it's crucial to make informed decisions about how best to invest those funds. Here are key considerations to help guide SMSF investment decisions, ensuring you...
Buying Property in a Family Trust vs Company vs Own Name: What Australian Investors Need to Know
Investing in property is one of the most reliable ways to build wealth in Australia, but the way you structure your purchase can have a big impact on your financial outcomes. Whether you buy property in your own name, through a family trust, or via a company, each approach comes...
Nurturing Entrepreneurial Talent in Kids: A Guide for Parents and Educators
In today’s rapidly evolving world, entrepreneurial skills are more valuable than ever. Teaching children the basics of entrepreneurship can equip them with the creativity, resilience, and problem-solving abilities they need to succeed in any field. Here are some effective strategies for nurturing entrepreneurial talent in kids.
1. Encourage...
Why Rentvesting May Be Required in Today’s Property Market
Rentvesting, a modern property investment strategy where individuals rent where they want to live and invest in properties where they can afford, is becoming increasingly popular. Several factors contribute to why rentvesting may be necessary for many Australians in the current economic climate.
1. Skyrocketing Property Prices
One of...How to Invest in the Volatility Index (VIX) for Australian Investors
The Volatility Index (VIX), often referred to as the "fear gauge," measures market volatility and is a popular tool for investors looking to hedge their portfolios or profit from uncertainty. While Australian investors can't directly invest in the VIX through the ASX, there are alternative ways to...