6 Ways to save on your insurance premiums
There are ways to keep your income protection but not pay as much for the premiums. Check out 6 ways to save here.
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Rob Shears
- Dec 8, 2022
- 1 min
Sleep better - use a financial safety harness
What types of financial safety harnesses are available? We go through the 4 main ones here.
Rob Shears
- Nov 30, 2022
- 2 min
Thinking of Downsizing?
If you are thinking about downsizing and would like to boost your retirement savings inside super for a tax free income in retirement,...
Rob Shears
- Nov 30, 2022
- 1 min
What asset worth millions do most people have but don't protect?
How much will you make in your lifetime? Our ability to generate an income is often our biggest asset. Is yours insured?
Rachel Lafazanis
- Nov 24, 2022
- 1 min
Who will benefit from a downturn?
Stocks that may outperform in diffcult economic conditions.
Rachel Lafazanis
- Oct 26, 2022
- 1 min
Highs and Lows: how to use in investing
Our prinicpal adviser, Rob Shears, in his recent segment on Ausbiz TV, discussed how he used the 52 week highs and lows in our investment...
Rachel Lafazanis
- Oct 6, 2022
- 3 min
4 Steps To Protect Against Scammers
Follow these 4 steps to stop scammers posing as financial advisers or investment gurus from taking your money.
Rachel Lafazanis
- Oct 5, 2022
- 2 min
Will your Company, SMSF or Trust leak when you are gone?
If you have an SMSF, Company or Trust, will your estate plan stop these structures leaking in your death? Find ou more here.
Rachel Lafazanis
- Oct 4, 2022
- 1 min
Behind the scenes: how we filter investment options
Our portfolio manager, Rob Shears, was recently asked on Ausbiz how does he filter the 58,000 global listed companies to find the gems....
Rachel Lafazanis
- Sep 21, 2022
- 1 min
In the news: Steps to help reduce financial anxiety
Our Principal adviser and Investment Manager, Rob Shears, has been interviewed by Inside Adviser on the potential advice reforms. In the...
Rob Shears
- Sep 8, 2022
- 3 min
Client question: “Should I sell and go to cash?”
This post seeks to answer the question: should I sell and invest in cash.
Rachel Lafazanis
- Sep 7, 2022
- 1 min
Ausbiz The Call: 10 stocks, 2 experts
Our investment manager, Rob Shears, was on Ausbiz TV today, where Rob and another expert provide their views on 10 stocks selected by...
Rob Shears
- Sep 6, 2022
- 3 min
Earnings Season round up
Earnings Season roundup for Q2 2022.
rachellafazanis
- Jul 25, 2022
- 1 min
Ausbiz: Currency impact on business selection
Watch our Portfolio Manager Rob Shears on Ausbiz talking about how currency influences the stocks Rob picks. https://www.ausbiz.com.au/me...
Rob Shears
- Jul 20, 2022
- 3 min
Market update: Inflation
Long term interest rates are pricing in inflation as a more short to medium term rather than a long term.
Ella Duncan
- Jun 15, 2022
- 2 min
How to be SUPER prepared this End of Financial Year.
”To achieve great things, two things are needed; a plan, and not quite enough time” – Leonard Bernstein The end of the financial year...
Rob Shears
- May 10, 2022
- 4 min
Quarterly Profit update
March-April 2022 Newsletter The market has had the opportunity to check its forecasts in the last week and some of our businesses have...
Rob Shears
- May 10, 2022
- 4 min
Quarterly company profit results
March-April 2022 Newsletter The market has had the opportunity to check its forecasts in the last weeks and some of our businesses have...
Rob Shears
- Apr 22, 2022
- 2 min
Great Company at a Fair Price: Constellation Software
Constellation Software is a Canada based conglomerate owning a collection of vertical market software (VMS) businesses. That is,...
Rob Shears
- Apr 14, 2022
- 2 min
New Addition: Adobe
Adobe is a great business. It is made up of 3 businesses: Creative cloud, Document Cloud and Experience Cloud. The Creative Cloud...
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