Blog

2019-20 saw poor returns – but it could have been much worse
By Fenwickefinancial On July 9, 2020

Introduction The past financial year was poor for investors as coronavirus knocked economies into what is likely to be their biggest hit since the 1930s. Shares were hit hard, but …

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Australian house prices starting to fall – collapse likely averted but expect more weakness ahead
By Fenwickefinancial On June 10, 2020

Introduction Back on 19th March when we first looked at the impact of the intensifying shutdown of the Australian economy on the housing market (see here) we concluded that the …

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The Lucky Country – three reasons why Australia may come through this period of global misery better than most countries
By Fenwickefinancial On May 7, 2020

Introduction Back in January when the bushfires were raging, I feared Australia’s luck had ran out. But right now, I thank god I live in The Lucky Country! Donald Horne’s …

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The Coronavirus pandemic and the economy – a Q&A from an investment perspective
By Fenwickefinancial On April 9, 2020

Introduction Along with the horrible human consequences, the coronavirus pandemic is having a huge impact on the way we live and as a result investment markets. This has raised a …

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The increasing economic threat from Coronavirus – what to watch for and what should investors do
By Fenwickefinancial On March 17, 2020

Introduction Coronavirus continues to rattle investment markets as the number of new cases outside China continues to rise posing increasing uncertainty over the impact on economic activity. And its impact …

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The China Coronavirus outbreak – economic and investment market implications
By Fenwickefinancial On February 6, 2020

Introduction The last few weeks have seen escalating concern that a new coronavirus (called 2019 novel coronavirus or nCoV) originating in the Chinese city of Wuhan in Hubei province will …

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Bushfires and the Australian economy
By Fenwickefinancial On January 9, 2020

Introduction The Australian bushfire season that began in September has been horrific with more than 7 million hectares of bush destroyed, more than 25 deaths, significant loss of livestock, estimates …

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Review of 2019, outlook for 2020 – the beat goes on
By Fenwickefinancial On December 9, 2019

2019 – growth down, returns up Christmas 2018 was not a great one for many investors with an almost 20% slump in US shares from their high in September to …

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Five reasons why I am not so fussed about the global outlook
By Fenwickefinancial On November 22, 2019

Bad meme There is always someone telling us that there is some sort of economic/financial disaster coming our way. However, there does seem to be a higher level of hand …

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Has Australia really had three recessions in the last 28 years?
By Fenwickefinancial On October 17, 2019

Introduction The claim that Australia has gone 28 years without a recession since the early 1990s recession ended in 1991 has been subject to some criticism in recent times with …

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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.

~ Anon

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.”

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~ Dale Druckman