Client Results

Retiring without enough income is a terrifying prospect for most people. But would you be worried about retiring if your investment income was $518k for the past 6 months? Grab a glass of water, cup of tea or something a little stronger and sit back and enjoy this incredible interview. Meeting and presenting the Australian […]

We hope you are getting stuck into the year ahead and the opportunities presented as 2024 gets underway! We successfully ran the Wealth Accelerator Program in Mid January, and are now preparing for the launch of my book, on 22nd Feb – please make sure you keep an eye open for your invitation to this

As we close out the year, many Australians can expect a paltry return from their managed funds and Super given the ASX has had a very slow year. But it really doesn’t have to be that way. We have seen a surge in the number of people who want more and are taking a new

Hold onto your hat for this one! So the past 10 months have been a miserable time for most investors and statistically, September is pegged as being the worst month of the year. The US market dropped by a further 9.3% for example just in September 2022. However, it doesn’t have to be that way.

While many people’s attention has been toward a “hope the market recovers” philosophy, our clients have been out there capitalising on the current volatility. This month’s nomination for Trader of The Month 2022 absolutely epitomises that and is a wonderful example of simply working the process. While he has been a previous nominee, this gentleman

Sit back, take a few minutes to see what you can learn from this interview. A couple of weeks ago, I had the privilege to recognise and announce the AIE 2021 Trader of the Year at our live Advanced Options Bootcamp. Sitting down and digging into the story revealed a lot, not just about the

Well no question about it, May 2022 will go down in history as being a less than fun experience for millions of investors, especially those in managed funds and industry super (I can hear the cries of “take the long term view, it’ll recover” echoing around the traps!”) However, let’s face facts – the market

Well, there’s no question about it, this year has been a bumpy start for many stock market investors and Super Funds, alike. Markets have been hit with rising inflation, higher interest rates and rapidly slowing consumer confidence, all of which have combined to shave a decent percentage of many portfolios. But does it have to

I do hope you are ready for this one! With the economy getting tougher, the cost of living rising like never before, and a choppier stock market than we’ve seen for a few years. many people are living under a cloud of financial stress or worse are dreading what’s coming. Not this guy. When I

Ok hold onto your hat – this one will blow you away…. February 2022 saw global markets continue their fall following on from the Russian invasion of the Ukraine as well as other geopolitical events. But just because the market is falling, shouldn’t make any difference to your stock market investments. Sound a bit crazy