We like the concept of investing regularly and having the time in the market to allow your money to do what it should do; make money for you. As Benjamin Franklin said “Money makes money. And the money that money makes, makes money.” There are...
Sustainable, Value Driven Investing Sustainable investing lets you put your values at the heart of your portfolio. At Forrest Private Wealth we selected the expert team at Stewart Investors to provide exposure to investments focussed on sustainability. Stewarts have built a diversified portfolio of high value companies...
Despite being in the top 1% of income earners, most executives don’t feel like they are building their own wealth. This is due in part to the lifestyle changes that come with the salary. There is also often a reliance on a company share plan...
Pocket money is an excellent tool to teach kids about earning, spending and saving. We believe that this is an important first step on setting your kids up for future financial independence. We’ve heard a whole raft of different ways to earn or conversely give pocket...
The 2020 Budget on Tuesday night delivered another new term to our vernacular – JobMaker – a clear sign it is all about jobs and spending to make more jobs! Add in bringing forward the personal income tax cuts announced in last year’s budget and...
Ahead of the Father’s Day weekend what better time to pass on some sage wisdom from the father of all investment fathers, Warren Buffet. It’s well documented that at the age of 10 Mr Buffett had an epiphany. The importance time has on money and how...
It’s always interesting to hear the answers people give when asked to name their most valuable asset. Unsurprisingly, age and lifestyle play key roles in the variety of answers given. Most young people would answer this question with material possessions (think car) while a young...
Binding Nomination Your super will grow to become one of your most valuable assets, so it’s important to understand where it’ll go if anything happens to you unexpectedly. Have you completed your binding nomination for your superfund? We recommend that your Superannuation Binding Nomination be kept...
Volatility has been the underlying theme in markets of recent times. Within that volatility there are always a few managers that are able to shine. We’d like to make note of the SGH Emerging Companies Fund which has been a star in our portfolio. In...
On Tuesday, 21 July 2020, the Federal Government released a range of proposals to the JobKeeper and JobSeeker Payments to effectively extend the schemes for a further six months until 28 March 2020. JobKeeper key points Here's what you need to know: Existing rules will continue to...
