by Adam Massey | Oct 30, 2023 | Financial Advice, Financial Adviser, Financial goals, Financial Planner, Financial Tips, Investing, Massey Market Updates, Retirement, Superannuation |
This issue of Wealth Adviser includes: Are you paying tax by not starting a super pension? The tax rate in pension phase is nil, compared to 15% in accumulation phase. If you are over 65, have you started a pension? Oil concerns return. Oil prices slumped 8.8% last...
by Adam Massey | Oct 16, 2023 | Debt, Financial Advice, Financial goals, Financial Tips, Investing |
This issue of Wealth Adviser includes: Even Warren Buffett lost his edge 20 years ago. Possibly the world’s best investor has suffered from periods of under performance, after a strong start. His approach means he typically lags market performance in booms,...
by Adam Massey | Sep 29, 2023 | Financial Advice, Retirement, Superannuation |
This issue of Wealth Adviser includes: The when and why of four million Australian retirees. The current demographic shift has caused a rethink towards the retirement phase and decumulation. The economics of immigration: the UK vs Australia and Canada. Australia and...
by Adam Massey | Sep 8, 2023 | Financial goals, Financial Tips, Investing, Massey Market Updates, Retirement, Superannuation |
This issue of Wealth Adviser includes: It’s dismal: good news is bad news … and vice versa. Bad news like rising unemployment, the likelihood of interest rate increases can lead to a rising sharemarket. The economy calls for job losses, but the politics...
by Adam Massey | Aug 25, 2023 | Financial Advice, Financial goals, Financial Tips, Investing, Massey Market Updates, Retirement, Superannuation |
This issue of Wealth Adviser includes: What to consider when paying for a nursing home. Choosing how to pay for nursing home accommodation can be challenging and affect income, wealth, means-tested aged care fee, and bequests. Oliver’s Insights – ...
by Adam Massey | Aug 4, 2023 | Financial Advice, Financial goals, Financial Tips, Investing, Retirement, Superannuation |
This issue of Wealth Adviser includes: Howards Marks rejects forecasts in favour of psychology. Two lessons from Marks 50 year investing career are “We pretty much only learn from our failures, we don’t learn much from our successes, and...
by Adam Massey | Jul 24, 2023 | Financial Advice, Financial goals, Financial Tips, Insurance, Investing, Retirement, Superannuation |
This issue of Wealth Adviser includes: 15 common sense tips to help manage your finance AI: The only thing certain is that nothing is certain. Debt is great, up to a point. It helps you have today what you would otherwise have to wait until tomorrow for. It enables...
by Adam Massey | May 13, 2022 | Financial Advice, Financial Adviser, Financial Tips, Investing, Massey Market Updates, Retirement
To invest successfully typically requires some discipline, and if it’s not your day job, the ability to leave things to the experts. Five keys to investing are: Invest for the long term – if you can time the market you might get a better return, but...
by Adam Massey | Apr 7, 2021 | Cashflow, Financial Advice, Financial goals, Financial Tips, Investing, Retirement, Superannuation
The Summer issue of infocus includes: Retirees cash flow droughts. While lower interest rates are generally good news for borrowers, they can cause issues for retirees and others who rely on interest payments. Strategies to rebuild super after early access. If you...
by Adam Massey | Mar 15, 2021 | Financial Advice, Food & Finance Guy, Goals |
For my 40th birthday my wife and I travelled to Sydney to enjoy lunch at Peter Gilmore’s Quay restaurant. This is the home of the snow egg as featured on MasterChef a couple of seasons ago. We enjoyed some interesting food and also tried some of the elements...