The following is a sample of where Wealth Within has been profiled in the media.
17 Mar 15
When news surfaces that a share you hold in your portfolio is to be taken over and your shares have risen by more than 45 per cent in a day, it’s cause to celebrate. This is what Toll Holdings shareholders were doing recently when the company announced Japan Post had made an offer. Even the most seasoned trader would get excited about this kind of windfall as it doesn’t happen every day. If you are a professional trader, you have a plan in place for how a takeover will be handled. However, without the training or experience in the market, you probably hadn’t given this a thought, let alone had a plan to help you make the right decision...
28 Feb 15
However, Dale Gillham, chief analyst at Australian fund manager Wealth Within, says too much diversification can be unhelpful. “Australia is a concentrated market, as are many other markets around the world, however, we need to be careful not to take this out of perspective,’’ Mr Gillham says. “Investors simply want good returns and for their money to be safe. The Year Book shows the Australian market is the second best performing in the world. “Why would anyone move money to a market where returns are decreased — especially when concentration risk can be easily managed with a little know-how...
14 Feb 15
Falling fuel prices are a bit like an economic stimulus package, where all Australians benefit. But not all forms of economic stimulus are fair, including the 0.25 per cent cut to the cash rate this month by the RBA, which has left thousands worse off. But that’s not all that isn’t fair. Those who are most vulnerable in our community, particularly our retirees, who are relying on the interest from their term deposits, are now receiving less...
10 Feb 15
Rising dividend yields on big mining stocks are a temptation, but beware the risks. When asked to write an article about buying big mining stocks for their rising dividend yield, I was not used to hearing the words dividend yield and mining stocks in the same sentence. Buying any stock just to get a dividend is not a good investment, regardless of the return being offered, the current market conditions or the size and profile of the company. I understand that with the cash rate at historical lows, finding a return greater than 3 per cent is attractive, and some of the big resource companies currently offer dividend returns around...
27 Jan 15
The banking industry is a big boys club, and the recent inquiry into it was by one of their own, in ex-CEO of the Commonwealth Bank, David Murray. Therefore, this inquiry may not have been taxpayer money well spent. I say this for two reasons: Why would Murray want to tie the hands of his old banking mates and would anyone expect an ex-bank chief to lay down the law to the banking industry...