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Strong Hearted Lyrics & Two Key Investment Techniques

Strong Hearted Lyrics & Two Key Investment Techniques

In this episode Billy looks at the deep personal nature of music and the strong heart felt lyrics that mean so much to us as listeners as well as stellar performances from Paul McCartney, David Gates and Roberta Flack to name a few. And in these uncertain investment...

What if? The Beatles

What if? The Beatles

In this episode Billy reflects of what could have been had George Epstein the Beatle’s manager not passed away prematurely and discusses tracks like Yellow Submarine and Sister Golden Hair. Dominic looks at the importance of getting Independent Advice with no...

Overcoming Disability and Thriving in Music and Money

Overcoming Disability and Thriving in Music and Money

In this episode Billy highlights that musicians with disabilities such as Bill Haley, Tony Iommi and David Bowie, often unnoticed by the audience and adoring fans, overcame their disabilities and entertained us for decades. Dominic discusses how a Hedge Fund Manager...

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...

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,...

I need money, that’s what I want!

I need money, that’s what I want!

“The best things in life are free But you can give them to the birds and bees I need money, that’s what I want!” Who knew that music and money had so much in common?  Barrett Strong, Elvis, Bay City Rollers, The Drifters, Little Richard and The Jackson 5 - amongst...