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Strategies for all seasons
As financial planners, our role is to try and fit our knowledge of products to investor needs and market conditions.
Whether you're a fund manager, financial planner or DIY investor, everyone has a view on where the markets are headed and how to invest for the anticipated market conditions.
With investment experts split as to what 2011 will deliver, this issue focuses on strategies for all seasons, whether you are an income investor, bullish or bearish on where 2011 is headed, we have highlighted a number of investment strategies suited to your needs. |
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Editorial - Strategies for all Seasons |
| I am often asked where I feel the markets are heading and what the best strategy is for investing money. Everyone has an opinion, be it the man on the street , a fund manager, trader or financial planner. |
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| Investment Psychology - Synthetic Happiness |
| The analogy of Synthetic Happiness goes some way to explaining why we find it so difficult to switch out of poor performing investments. We ask "are disadvantaged in our ability to assess our own investments?" |
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| Commission Rebates - Free Wine Pack |
| Following on from the success of our Offer last year, we are once again offering investors the chance to benefit from a free Penfolds wine pack by appointing us as the fund broker on your existing investments. |
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| Strategies for a Rising Market |
| Many pundits are tipping double digit returns for Australian equities in 2011. We consider ways in which you can take advantage of a rising market through the use of leverage such as margin loans, geared share funds, limited recourse loans and instalment warrants. |
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| Strategies for a Volatile Sideways Market |
| There are some that believe that investors can make money if the market is rising and money if the market is falling, but not in a volatile sideways market. We beg to differ... |
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| Strategies for Income - When 7%pa in cash is better than 12%pa in equities |
We consider one of the common mistakes made by investors and planners when structuring an income portfolio. |
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| Strategies for a Falling Market |
| An often overlooked investment strategy. Investing in Term Deposits may not be the most exciting investment, but it certainly allows you to sleep at night. We review how Term Deposit Brokers allow investors to achieve better deposit rates with reduced paperwork. |
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| Planner perspective - First Home Saver Accounts |
| Andrew Reeve-Parker, Director of NW Advice provides a planner perspective into how First Time Buyers can get a helping hand of over 50%pa from the government's new First Home Saver Accounts |
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| The Insider - Shortcomings of 100% Investment Lending into Protected Products |
| The Insider provides investors with a behind the scenes view on investment lending and why investors should be mindful of gearing. |
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| Structured Products - Trends & News |
| With investors continuing to consider alternative investments in their portfolios, the structured product space has flourished. Our mission is to provide you with a useful framework in which to assess the new product offerings. |
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| Capital Protected Comparison Tables |
| We have done much of the legwork on the current offers in the market, allowing you to compare the key features of current products in the market |
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| Margin Lending Comparison Tables |
| Download a quick overview of this year's current margin lending rates. |
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