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  • Investing in Shares

    • 05/04/2018
    • Posted by: Nick Lucey
    • Category: ASX 200, Finance & accounting, Financial Planning, Investments, Retirement, SMSF, Superannuation
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    Investing in Shares Investing in shares will make you part-owner of a business. Shares can be a sound long-term investment but are risky to use in the hope of making a quick buck. Shares may also be referred to as stocks, securities or equities. The benefits of investing in shares are: Potential capital gains from

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  • Pooled Investment Opportunities

    • 05/04/2018
    • Posted by: Nick Lucey
    • Category: ASX 200, Finance & accounting, Financial Planning, International, Investments, Retirement, SMSF, Superannuation
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    Pooled Investment Opportunities Managed Funds If you have some money to invest and would prefer a professional to make investment decisions for you, a managed fund might be for you. A managed fund is one type of ‘managed investment scheme’. In a managed fund, your money is pooled together with other investors. An investment manager

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  • Is a Self Managed Super Fund (SMSF) right for me?

    • 09/03/2018
    • Posted by: Nick Lucey
    • Category: ASX 200, Finance & accounting, Financial Planning, Investments, Mortgage Broking, Retirement, SMSF, Superannuation
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    In this post, I just wanted to touch very briefly on a couple advantages and costs of running a SMSF. There is a huge amount of material available on the web, if you would like to read more, or please get in touch if you would like to discuss this with your own situation. Key

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  • The True Value of Advice – Research Paper

    • 06/02/2018
    • Posted by: Nick Lucey
    • Category: Financial Planning, Investments, Retirement
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    The True Value of Advice I recently came across an interesting white paper prepared by IOOF in December 2015, which looked at the emotional and intangible benefits that having a professional financial adviser adds to people’s daily lives. 521 participants contributed to the research and the results were staggering.   Why do people seek financial

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