Boutique wealth management

/Boutique wealth management

Jason in Money Mag’s ‘Ask the Expert’

Our Head of Wealth Management, Jason Petersen, features in May 2017's Money Magazine's 'Ask the Experts' article. This time Jason writes his recommendations for Michele Mossop who's weighing up the pros and cons of selling her Sydney apartment to unlock some capital, or staying put and taking out a reverse mortgage. Jason touches on issues [...]

2018-01-22T08:14:23+00:00 May 15th, 2017|

Another appearance in ‘Ask the Experts’

For the third time since April, our Head of Wealth Management - Jason Petersen - has featured in Money Magazine. In the August 2016 edition, Jason was asked to contribute to the magazine's 'Ask the Experts' section. Jason was asked to answer questions posed by Shannon and Glen Handley, a couple in their thirties with two young children. [...]

2018-01-22T08:14:25+00:00 September 8th, 2016|

Let’s talk about trust.

Last year, my wife Anne and I sat in on a group discussion at a business building seminar. There were about a dozen other business owners around the table from all types of industries. Event managers, business coaches, naturopaths, personal trainers and more. We were discussing how we could each improve the messaging and brand [...]

2018-01-22T08:14:26+00:00 June 9th, 2016|

The pitfalls of being average.

Did you know you need at least $800,000 in your retirement savings (in today’s dollars) to retire comfortably? Unfortunately – for the majority of Australia’s 4.7 million pre-retirees – achieving this goal is looking highly doubtful. New research by CoreData* shows that 53.1% don’t believe they will have sufficient retirement assets to match their desired lifestyle [...]

2018-01-22T08:14:26+00:00 May 3rd, 2016|

“I didn’t know a service like yours existed.”

So said a prospective client to one of our advisers recently. It’s funny but we hear this a lot. And it’s probably not all that surprising. Many people have a preconceived idea of what dealing with a financial adviser involves – and in our experience – this typically falls a long way short of what [...]

2018-01-22T08:14:29+00:00 April 29th, 2016|

Case study – Matt & Kathy – clients since 2007.

Background: Matt and Kathy were in their mid 30s when they first decided to seek advice from a financial planner. At the time they were contemplating selling their home and were wondering if this was a good decision. They were also looking for advice about whether or not they should buy an investment property. In [...]

2018-06-10T10:55:25+00:00 March 7th, 2016|

Is it product or advice?

Imagine for a moment you’re in the market for a new car. You head into Brand X dealership and the salesperson shows you their range. Perhaps fuel economy is something that really matters to you. And maybe for the type of car you’re looking at, a different brand – let’s call it Brand Y – [...]

2018-01-22T08:14:30+00:00 March 1st, 2016|

Jason talks Instalment Warrants.

Jason Petersen, our Head of Wealth Management, is well known for his expertise in the use of instalment warrants in wealth building. Here he is interviewed for the Finance News Network and Chi-X on the subject.   So what is an instalment warrant? An instalment warrant is a way of borrowing to buy shares while [...]

2018-01-22T08:14:31+00:00 February 5th, 2016|

Instalment warrants over ETFs

Exchange Traded Funds (ETFs) are a type of managed fund that’s listed on an exchange. They feature both growth assets such as shares and defensive assets such as bonds. Instalment warrants are a loan structure with an additional level of investor protection. They allow an investor to increase their exposure to the growth assets. “We’ve [...]

2018-01-22T08:14:31+00:00 January 15th, 2016|

How we deliver value to you.

Here's a good article that captures just some of the ways you'll benefit by working with us. In short, we help you by: Creating a clear and motivating plan of action that's personalised to you and your circumstances Educating you about options that are available to you (that you may not have realised were possible) Assisting you in [...]

2018-01-22T08:14:31+00:00 December 22nd, 2015|