Did you know that you can now invest in a diversified range of Social as well as Environmental Bonds within your Investment or Superannuation portfolio? For example, Affirmative Investment Management (AIM) is a Fund Manager which only invests in global bonds which meet very high ESG standards – including Green, Social and Sustainability bonds. An […]
Read MorePaying First Class Prices for Economy Service?
We often come across clients that are paying large ongoing fees for advice on their superannuation and investment portfolios. These fees may be upwards of $10,000 per year in some cases, and are usually justified by an approach used by banks and larger firms which is becoming more and more outdated in the Financial Planning […]
Read MoreRoyal Commission – time to transform for the better
JustInvest and the Ethical Investment Advisers (EIA) group have welcomed the final report of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. “Transparency and accountability in investment advice and service is a key theme for Ethical Investment Advisers. We actively engage with the financial services industry to ensure that the […]
Read MoreThe Barefoot Investor….recommendations with questionable ethics?
The Barefoot Investor has hit the nail on the head with his easy to read financial explanations for Australians. A ‘must read’ for those wanting to understand their finances, including strategies covering Superannuation, Investment Properties, household cashflow and budgeting, as well as a range of other areas. One recommendation that Scott Pape makes is to […]
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Fiji fights Climate Change
https://grist.org/article/the-tiny-country-of-fiji-has-a-big-plan-to-fight-climate-change/
Read MoreWondering about long term interest rate trends?
This research goes back 700 years! (Spoiler: the all-time real rate average stands at 4.78% and the 200-year real rate average stands at 2.6%) Interesting reading….highlighting that even if it doesn’t feel like it, history repeats itself. Global-real-interest-rates-since-1311-renaissance-roots-and-rapid-reversals/
Read MoreTop 5 Investment Themes for 2018
Investors spent 2017 monitoring activity in the US, political rhetoric and disruption, economic turmoil in the UK, North Korean activity and the impact of a range of natural disasters. So what should they consider in 2018? Here are BT’s top 5 themes. 1. Synchronised global economic growth Not since 2010 have we seen coordinated economic […]
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