Ayr 07 4783 1767  |  Tsv 07 4779 2079

Articles

The Trump Presidency - what it means for you

When news of Donald Trump's impending election victory starting filtering through in the afternoon of 9 November, markets were thrown into turmoil. The Australian sharemarket lost almost 5% in the space of a few hours, the US sharemarket pointed down 5%, oil plummeted and gold shot up. Within 12 hours, calm had been restored. Sharemar...

Read More ...

5 reasons to take your insurance more seriously

As we move through life, find a partner, raise a family, and maybe start a business, the importance of insurance in a long term plan increases. That's because insurance is all about providing a financial safety net that helps you to take care of yourself and those you love when you need it most.
Here are 5 reasons why insurance mat...

Read More ...

Economic Outlook

What's in store? Riccardo Briganti Investment Specialist, BT Advice Economic data has taken a back seat in recent weeks as the US presidential race and the eventual election of Trump has dominated attention. Now that the election is out of the way, focus is likely to return to economic statistics to inform investment decisions inc...

Read More ...

When death doesn't have to do us part

  One of the features of a self-managed super fund (SMSF) that is often touted is its flexibility. This exists both in accumulation and retirement phase, and arises in a number of contexts, such as investment choice and pooling of balances. It's also important to remember that this flexibility also exists when it comes to estate ...

Read More ...

Trump pump and slump?

  The prospect of Donald Trump as US President seemed like a fantasy only a year ago, and yet, here we are today watching a Clinton v Trump election race. The uncertainty around Trump means Australia, and the world, are taking a closer interest than in the past. Betting markets place Trump at a 25% chance of winning, but he held a na...

Read More ...



Your Portfolio

btAsgard

Get in Touch

Contact Us

What our Clients Say

Very positive return, and regular contact discussing methodology for stock/fund selection and reviewing portfolios. John has the trust of my accountant with whom I have a 25 + year relationship who described him to me as "honest to a fault and incredibly hardworking". He keeps in touch and is proactive rather than reactive in his approach to managing my portfolio. He appears to surround himself with very motivated and similar thinking colleagues. He is punctual and professional in meetings. ...

Irene, Townsville
GRASSO FINANCIAL SERVICES

Individual Strategic Advice