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Wednesday 5th December 2018
Category: Wealth Management
Date:
By  Stephanie Oakley

Christmas is just around the corner, along with a hectic round of parties, family get-togethers and gift-giving. By the time the New Year rolls around, your waistline might not be the only thing showing the strain.

To make sure you start 2019 fit and refreshed, rather than financially flattened, here’s a seven-step plan to consider

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Friday 6th April 2018
Category: Wealth Management
Date:
By  Stephanie Oakley

Parents with adult children still living at home have the best of intentions to help their kids get ahead, but they might be putting their own financial futures at risk.

At the time of the 2016 census, almost 400,000 non-dependent children aged 25 to 34 were living at home, an increase of 20 percent from five years earlier.

 

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Friday 8th December 2017
Category: Wealth Management
Date:
By  Stephanie Oakley

Summer is usually the time when we are most motivated to improve our lives, whether it’s by losing those extra winter kilos or finishing that weekend renovation you started. So while you are reassessing and changing other areas of your life, why not look in to your financial health with a quick check-up?

Creating budgets and

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Wednesday 27th September 2017
Date:
By  Stephanie Oakley

 

1. What is asset protection?

Asset protection involves planning to protect assets from potential future financial setbacks such as creditor claims, business failure and family disagreements. It is a risk management strategy, designed to provide individuals with a degree of protection.
 
There
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Friday 28th July 2017
Category: Wealth Management
Date:
By  Stephanie Oakley

The traditional view of work is that it’s something we wouldn’t otherwise do, without the financial reward of getting paid… such that the whole point of work in the modern era is to earn and save enough to get to the point where you can “retire” and not need to work anymore.

Yet research on what actually

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Monday 5th June 2017
Category: Wealth Management
Date:
By  Stephanie Oakley

If you knew you could be happier and make better decisions by blinding yourself, would you do it? Ok, not complete blindness, but just to those factors you decided in advance were irrelevant.

This idea – intentionally blind yourself to irrelevant information – has serious merit. There is convincing evidence that we are strongly

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Friday 23rd September 2016
Category: Wealth Management
Date:
By  Stephanie Oakley

If you are feeling a little bombarded by news about US and Australian elections, ‘Brexit’ fallout, global growth, government debt, record low interest rates (negative in some parts of the globe), high valuations, declining earnings, Chinese data releases, commodity price weakness, see-sawing currencies - and wondering what to make of

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Monday 18th July 2016
Category: Wealth Management
Date:
By  Stephanie Oakley

At Crosbie Wealth Management, T. Rowe Price Dynamic Global Bond Fund forms part of our international fixed interest strategy selection. This month we met with Joran Laird, Hong Kong based fixed income specialist and portfolio manager of this fund.

We discussed the traditional roles of bond allocation in portfolio management. Call us old

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Monday 9th May 2016
Category: Wealth Management
Date:
By  Stephanie Oakley

From their earliest days, research efforts now known as behavioral economics spawned a large quantity of studies centered on investment. Not because they were interested in stocks, rather the hive of activity in investment markets provides a robust data sets for analysing “judgment under uncertainty”. Every day, global markets

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