Investment Briefing – November 2018

The on-demand presentation below has been recorded for our valued clients. With recent declines in property prices and more volatility in the share market, it is understandable that many investors are uncertain about how and where to invest.

This investment briefing I covers three main areas:

1. Best value property investment opportunities – including what is happening around the country and which markets and sectors we think are intrinsically undervalued and therefore represent good investment opportunities. Arguably, now is an excellent time to invest in property if you follow Warren Buffett’s advice of “be fearful when others are greedy and greedy only when others are fearful”. Remember, we are 100% independent. We don’t make any money as a result of our clients investing in property (no vested interest).

2. Best value share market opportunities – the US market has produced an average compounding return of over 18% p.a. over the past 5 years and it is ridiculous to think that can continue forever. Will there be a crash? Will there be more volatility? And 8 out of the top 10 companies in Australia – which dominate the Australian market (representing 42% of index) have delivered poor returns over the past 5 years. So, where do we see value in the share market? And I will cover how to capture these opportunities using evidenced-based, low-cost strategies. Again, we are completely independent. We don’t receive any investment commissions or benefits from recommended investment products.

3. Selecting the right super fund – How have industry super funds faired over the past decade, which are the best ones, what to look out for and how to choose the right fund.

This recording was only available until Friday 14 December 2018 and has been removed.