With A Little Help From My Friends

With A Little Help From My Friends

In uncertain times, everybody needs some help, not just from our friends.  Dominic talks about our need to maintain the status quo…also the name of the legendary English band who opened Live Aid in 1985 at Wembley Stadium with their anthem “Rocking All Over the...
Trust and The Tax Man

Trust and The Tax Man

Earning clients’ trust is essential for Financial Advisors. Their aim? To encourage clients to build wealth slowly and steadily.  Trust is a familiar theme in music and was powerfully sung by Etta James, with the unforgettable “Trust in Me”.   People often focus on...
Let’s Stick Together

Let’s Stick Together

“Let’s Stick Together” isn’t just a great song but it’s a must if you want to get the most from your Financial Advisor.  “Sticking together” allows the Advisor to guide the client into the best investment strategy and at the same time, steers them against any money...
Listen to the Moneytalk

Listen to the Moneytalk

Money talks but it definitely needs an interpreter. In this episode, Dominic explains why diversity is essential and the importance of blending your investments according to your taste and appetite for risk. Diversity isn’t just for the share market; great music –...
January 2020 Newsletter

January 2020 Newsletter

I am pleased to provide the 2019 calendar year performance figures for our respective portfolios below. As you can see it’s been an excellent year for investors, with the performance of the 5 portfolios returning on average between 7.5% for our Conservative portfolio,...