This is the number one question I have been asked over the last couple of weeks. As you would expect, the answer is not that straightforward. First of all, what might be good timing for one person, might be bad timing for another person, based on their individual circumstances. Secondly, no one has a crystal ball and so we don’t … Read More
This article outlines some investment options for children. We have found investment bonds to be quite effective and popular for our clients, due to their tax efficiencies and also wide range of investment options. As always, you should seek tax and personal financial advice before making any investment decisions. P.S. Whenever you are ready, here are 4 ways I can … Read More
Given the recent turmoil in investment markets, I thought it would be a good time to provide you with some additional insights and information in relation to investment fundamentals. You can also access a free ebook on this topic on this page. The link to the video course is here. I hope you find value in it.
Investing and wealth creation can be really simple and yet very efficient and successful. However, many doctors and dentists, and their advisers in particular, complicate matters with no real benefit, and think too short-term. Here is an excellent article that highlights the benefits of long-term investment thinking: Lessons from the Market If you don’t have time to read it, here … Read More
It is no secret that doctors and dentists have a love affair with property. However, all too often property investment and negative gearing is seen as the holy grail of wealth creation, and aggressively promoted by various medical accounting and financial planning groups. My belief is that there is a tremendous amount of risk involved with pursuing this single strategy. … Read More