Purchase of Reliance Worldwide Corporation

Purchase of Reliance Worldwide Corporation

For investors that have elected the “Growth” Australian equity component we have bought Reliance Worldwide Corporation (RWC), the world’s largest manufacturer of push to connect (PTC) plumbing products for residential, commercial and industrial plumbing applications. Read more

Would you trust a friend to recommend a Financial Adviser?

Would you trust a friend to recommend a Financial Adviser?

We talk to our friends about restaurants, movies, where they travel, what they drive, the schools they send their kids to. Our friends want us to succeed, just as we want to see them realise their dreams. So what’s wrong with asking them who they trust to help manage their finances? Read more

Australia’s largest airline loyalty program lands at Elston

Australia’s largest airline loyalty program lands at Elston

We recently conducted some research to find out what our clients truly value. The results showed that not only was retirement on the horizon, but also that travel is an increasingly important component of our clients’ plans for the future. Read more

Financial Award Winner Advises Keeping An Eye On Your Super

Financial award winner advises keeping an eye on your super

Brett Ulrick named the 'Goals Based Adviser of the Year' Award at the ifa Excellence Awards 2018 In September Read more

TPG Telecom - Game of Phones

TPG Telecom - Game of Phones

The stock in focus this month is TPG Telecom (TPM). The roll-out of the NBN has meant that the traditional dominant player in the market, Telstra, is under more pressure, as it needs to evolve its offering in the face of increasing competition - 5G is coming. Read more

operating leverage

Why operating leverage matters

While positive on the global growth outlook, given financial and political challenges coupled with valuations at the upper end of historic trading ranges, investors should take the time to understand the cost structures of the companies they own. Read more

Do you have FOMO on tax deductions?

Do you have FOMO on tax deductions?

Most people are familiar with typical work-related tax deductions, but do you know that some insurance premiums can be claimed as well? Read more