Author Archives: David Reed



Video: The Myth of Forecasting Markets 

Video: The Myth of Forecasting Markets David Booth, founder of Dimensional explains the benefits of avoiding predictions, and to focus upon the historical stock market record and sticking to investing fundamentals in this video. Click here Read more…







Client Wins

  Another channel we created within Slack is our ‘Client Wins’. It’s important that all of the team, including those in the back office working on the administration support and Read more…







Insights to giving blood

  For the past couple of years, our office has been utilising an internal communication platform called ‘Slack’. Slack is a type of instant messaging service that eliminates the need Read more…























Accident Cover Life Insurance

Accidental Cover Life Insurance The royal commission this week is examining insurance companies and the direct outbound call centres that sell their products. The Australian Financial Review reported that the Read more…









Plan for an EPIC Retirement

Your EPIC Retirement Plan   Our new retirement video highlights four key areas to a thriving, successful retirement. Consider the opportunities that come with seeing retirement in an entirely new light. Read more…

































































Retirement Advice Glossary

Click on the following link to give you access to a quick reference guide to a range of superannuation and financial terminology. This Retirement Advice Glossary has been produced to Read more…































Retirement Success

Retirement specialist, Dr Richard Johnson, summarises that retirement success is reliant upon more than a financial calculator alone. We adopt a similar philosophy with our retirement advice service. In this Read more…







Modern Estate Planning

Recently I attended a talk by solicitor Michael Fitzpatrick of Clarendene’s. Mr Fitzpatrick spoke about the need for the vast majority of us to have a Will that included the Read more…



Do It Yourself Investing

In today’s digital age, gaining access to information is easy. As Jim Parker of DFA Australia rightly points out in this article, Living on the Edge, anyone with a smartphone Read more…