a persons fingers shown gripping the iron bars of a cell showing frustration at ignoring the law, even in simple back dating documents

Back dating documents illegality

The question as to back dating documents illegality is touched on in the following Case Study. It has been provided

Coping with market volatility

Coping with market volatility – investment market volatility in this instance – is an acquired skill. However, it is one

Read More +

a hand holds a magnifying glass up to a dollar sign on a hessian moneysack that is encircled by a tape measure as it sits on a white table alongside some wooden block houses - signifying strategic wealth management intent

Strategic wealth management

Strategic wealth management is the management of wealth (financial resources) according to a well-considered plan (strategy). It focuses on financial

Read More +

graphic representation of the emotions and investment attitudes of investors showing the likelihood of making the wrong decisions at the wrong time, highlighting the need for investment discipline, particularly during times of negative investment returns

Successful investing disciplines

What are some successful investing disciplines? Successful investing discipline has responded to long-established principles and rules. These disciplines consistently result

Read More +

image of a young couple sitting at a desk with their financial adviser reviewing proposed portfolio construction and potential outcomes shown on graphs and tables - investment portfolio diversification at work; reviewing some offered wealth management tips; strategic investment objectives

Achieving Strategic Investment Objectives

Achieving strategic investment objectives is a process When investors set out to either – provide for their future financial independence,

Read More +

Wealth management experiences

Wealth management experiences are part of life for all of us: rich, poor or somewhere between those positions. We may

Read More +

Investment Risk and Volatility

Investment Risk and Volatility influences Investor behaviour. Investment Risk and Volatility are market bedfellows. Investor behaviour can range from excited

Read More +

composite showing a laptop screen displaying pie and bar charts, overlaid with a candlestick chart in red and green indicating some investment market reflection

Investment market reflection – March 2011

What were investment conditions like in March 2011? Investment market reflection is a useful activity by which to enhance coping

Read More +

female clerk in a blue jacket and a white blouse applying a stamp approving an application for an Investment Bond used in an Estate Planning Case Study

Estate Planning Case Study

The following Estate Planning Case Study is just one example of a strategically sound use of investment bonds in securely

Read More +

looking down onto the head in hands of a young female stressing over her financial affairs with credit cards, purchase invoices, calculator , smart phone and charts strewn across the desk in front of her - credit card debt management inhibiting her financial well-being - and her busy-ness frustrating attempts to secure life insurance

Life insurance for women

Life insurance for women has been under-serviced for too long. Consequentially, women are significantly over-represented in the under-insured statistics for Australia.

Read More +