2017-18 saw strong returns for diversified investors – but there’s a few storm clouds around
By Fenwickefinancial On July 12, 2018
Introduction The past financial year saw solid returns for investors but it was a story of two halves. While the December half year was strong as global share markets moved …
Trade war risks are escalating – but a negotiated solution remains most likely
By Fenwickefinancial On June 26, 2018
Introduction The threat of a full-blown trade war has escalated in the last few weeks with the G7 meeting ending in disarray over US tariffs on imports of steel and …
Putting the global “debt bomb” in perspective – seven reasons to be alert but not alarmed
By Fenwickefinancial On June 20, 2018
Introduction Here’s my forecast: “The global economy is going to have a significant downturn and record levels of debt are going to make it worse.” Sound scary enough? Put it …
Investing in infrastructure
By Fenwickefinancial On May 23, 2018
Last year we added a dedicated infrastructure exposure to our client portfolios. After some extensive due diligence we selected the Magellan Infrastructure Fund as our preferred exposure. They have just …
The 2018-19 Australian Budget – saving a windfall with the hope of (decent) tax cuts to come
By Fenwickefinancial On May 9, 2018
Introduction The 2018-19 Budget will be the last before the next election (due by May 2019) and so had to provide pre-election goodies but in a way that keeps the …
US China trade war fears – Q & A
By Fenwickefinancial On April 24, 2018
What is a trade war? A trade war is a situation where countries raise barriers to trade with each other (such as tariffs or quotas on imports or subsidies to …
Falling Sydney & Melbourne home prices – is this the crash?
By Fenwickefinancial On April 9, 2018
Introduction Australian capital city home prices fell 0.2% in March, their fifth monthly fall in a row. This has brought annual growth down to 0.8% from 11.4% in May last …
Share market volatility – Trump and trade war risks
By Fenwickefinancial On March 27, 2018
Introduction After the calm of 2017, 2018 is proving to be anything but with shares falling in February on worries about US inflation, only to rebound and then fall again …
The Australian economy – five reasons growth will continue
By Fenwickefinancial On March 13, 2018
Growth just muddling along For the last few years the Australian economy has been meandering between 2-3% growth. This remained the case through last year with December quarter GDP up …
The “gradually” maturing investment cycle – what is the risk of a US recession?
By Fenwickefinancial On February 26, 2018
Introduction The period since the Global Financial Crisis (GFC) has seemed unusual in the sense that periodic crises and post GFC caution prevented the global economy from overheating and excesses …
Jim provides excellent advice that is tailored to your actual circumstances. He takes the time to determine what your needs are and to identify important issues and opportunities you may not have considered (but you need to). He is proactive and professional and I have no hesitation in recommending his services.
~ Michael Sharp
I must admit my share portfolio was a mess. I found Jim’s advice invaluable. He was instrumental in helping me understand that a good portfolio covers a diverse group of shares and some cash in case of emergencies or for good buying opportunities. I am now much more confident and understand my options and my portfolio much more fully.
~ Nellie Dawes
Jim’s approach to our financial situation was extremely thorough and left us feeling confident and in safe hands. He created easy accessibility to our portfolio, allowing an up-to-date snapshot of our finances online. Also, regular contact from Jim helps us to tweak our investments in response to the moving markets. While no one can predict the future, we are very comfortable with the current situation.
~ Robin Freedman and Lori Flekser
Jim brought all of our financial matters into order, so now we can easily see where we stand. He’s also got a good understanding of our risk profile and financial goals. I’m confident in Jim’s advice, because he explains clearly why it makes sense in the broad scheme of our current position and future goals.
Jim was very pro-active in helping Fiona and I step back and look at the bigger picture of our finances and where we wanted to head with our investments. We now have a much clearer understanding of what we need to focus on to reach our family goals. In addition, it is very comforting to know that if the worst happened we have comprehensive contingencies in place and a trusted adviser who does and would continue to look after our families best interests.
~ Wayne Spice
Jim is a smart, honest, straight forward advisor who is completely trustworthy and insightful to individual circumstance. We have found his advice to be complete, accurate and optimal in our investments. He treats our money as his own. Nobody is more trustworthy and diligent and we would recommend him to anyone wanting the most from their investment dollar.
~ Brad & Danah Pillinger
Jim single-handedly has radically impacted my view of the financial planning industry. Upfront he is clear about the methods he use, about his views on risk diversification and about his determination to create a strategy and stick to it. He listens carefully and is able to bring clarity to his client’s jumbled thinking, rationally dealing with suggestions, and in an inclusive manner coming to mutually agreed goals. He is focused on the long term, while at the same time making provision for major cash inflow or outflow requirements.”