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
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” 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
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
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!
“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...
The birth of Rock and Roll & two of the Golden Rules of Investing
In this episode Billy discloses fascinating facts about the birth of Rock and Roll music from the original recording of the 1955 all-time classic, Rock Around The Clock to Simply Red’s beautiful yet powerful 1985 hit that launched their worldwide career. While Dominic...
November 2019 Newsletter
The monthly performance of our 5 portfolios ranged from a gain of 0.12% to a loss of 0.41% for the month of October. This result was in keeping with the performance of global equity markets which remained generally flat for the month. The macro background was...
BLACK SABBATH, MANAGING MONEY, AND THE IMPORTANCE OF TRUSTED ADVICE
In this first episode, hear how appearing on Ernie Sigley’s 3AW award winning talk back programme over 25 years ago brought these two mates together. Billy who has a passion for music and has interviewed some of the most famous musical stars of all time, including...