In the Media

Outlook For 2012

Financial Planning Magazine - 09 Jan. 12

It is actually quite hard to say which asset class will rise. Investor confidence is very low and as such, I believe investors will continue to move funds into cash during 2012. Our economy is showing signs of weakness and Asia, especially China, is expected to slow, which will cause more jobs to be lost in Australia in the coming year. Given this, interest rates are likely to continue to fall and our share market will not be strong, in fact I believe 2012 is likely to be more bearish than bullish. That leaves property, and while falling interest rates will be somewhat of an incentive to buy, if job losses continue, I cannot see much upside in this sector...

Don't Leave Your Success to Chance

Motherpedia - 14 Dec. 11

In my experience a lot of people try to go it alone or leave their wealth creation to chance which is why only 10 per cent of Australians retire financially secure. A lot of people will cheat themselves out of the chance to learn something because they want everything free. In reality, like getting a good education or having your hair done by a hair dresser you know and trust, some things are worth paying for, and a good money mentor is critical...

Giving Pays Dividends

Courier Mail - 12 Dec. 11

According to Wealth Within fund manager and analyst Dale Gillham, if the children are under 18, then you will need to set up a brokerage account for them with either yourself or their legal guardian as trustee. The same goes for a bank account into which the dividend payments from the shares can be paid. Once they turn 18, these shares can then be transferred to their own account and name without the need to have someone as their trustee. Alternatively, you can buy and hold the shares in trust for the child...

Market Makes Ground

Geelong Advertiser - 19 Nov. 11

When it comes to the right strategy to use for buying into company floats, investors continue to remain none the wiser when considering opportunities. Glossy offer documents, high-profile marketing campaigns, enthusiastic brokers, and the ability to buy without brokerage can be strong motivators for investors to pull out their cheque books. But would it surprise you to know that in around 50 per cent of floats, the share price will fall way below the offer price in the first 12 months...

Has the Market Bottomed?

Australian Securities Exchange - 16 Nov. 11

The sharemarket has been on a long frustrating journey over the past few years, during which investors' emotions have run hot and they have wondered many times if the market has bottomed. On a car journey we have a map, road signs and predictable situations such as stopping for rest breaks. With the sharemarket these maps, signs and predictable events become evident in the study of market cycles and they can tell us if we are actually there yet or if there is further to go...