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Slow Investment Returns Likely Over Next Five Years

Slow Investment Returns Likely Over Next Five Years

by Adam Massey | Sep 17, 2018 | Financial Advice, Financial goals, Investing, Massey Market Updates, Retirement | 0 comments

In this article by Shane Oliver, he suggests that given the low interest rate environment, returns are likely to also be low over the medium term (5 to 10 years).  He provides some framework for estimating returns and suggests a projected 6.2% return per annum for a...
Nine keys to successful investing

Nine keys to successful investing

by Adam Massey | Sep 5, 2018 | Financial Advice, Financial goals, Investing, Massey Market Updates, Retirement | 0 comments

Key points Investing during times of uncertainty can be nerve wracking, but even in good times it can be problematic. For this reason, it’s useful for investors to keep a key set of things – call them rules – in mind. The key rules I think are to: make the most of the...
Nine keys to successful investing

Trumponomics and investment markets

by Adam Massey | Aug 27, 2018 | Financial Advice, Financial goals, Investing, Massey Market Updates, Retirement | 0 comments

Key points So far President Trump has been positive for share markets but this year the focus is increasingly shifting to populist policies with greater risk for investors. The key risks to keep an eye on in this regard relate to trade conflict and the expanding US...
CASE STUDY: A Plan For The Future [VIDEO]

CASE STUDY: A Plan For The Future [VIDEO]

by Adam Massey | Aug 21, 2018 | Cashflow, Financial Advice, Financial Tips, Goals, Retirement | 0 comments

I recently worked with a couple who worked in the professional services field that came to me as they felt overwhelmed.  They worked extremely hard but felt like they were going nowhere financially.  They felt that they did not have a plan in place for the future....
3 Tips to Develop a Plan For Retirement

3 Tips to Develop a Plan For Retirement

by Adam Massey | Jul 25, 2018 | Cashflow, Financial Advice, Financial Adviser, Financial Tips, Goals, Retirement, Superannuation | 0 comments

I was speaking with a client recently about what was required of him to be able to retire and continue living the lifestyle he was accustomed to. With the cost of living increasing, it has never been more important to make the most of your finances during your years...
When to charge your kids board

When to charge your kids board

by Adam Massey | Jun 23, 2018 | Cashflow, Financial Advice, Financial Adviser, Financial Tips, Graduate, Retirement | 0 comments

I recently came across a news story about a hapless New York couple, who have taken their 30-year old son to court in a last ditch effort to get him to move out of home. My first thought was “only in America”. But here in Australia, high rents and low housing...
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