Blog

CARE Australia Walk in Her Shoes
By Fenwickefinancial On October 16, 2017

We are taking the CARE Australia Walk in Her Shoes challenge from 16-29 October 2017! Our team, the Sole Mates, will be aiming to raise a combined total of $4,500 …

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The US Federal Reserve starts quantitative tightening
By Fenwickefinancial On September 28, 2017

Introduction The US Federal Reserve provided few surprises following its September meeting. While it left interest rates on hold, it confirmed that it will begin what it calls “balance sheet …

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Another five great charts on investing
By Fenwickefinancial On September 18, 2017

Introduction As Warren Buffett once said: “There seems to be a perverse human characteristic that makes easy things difficult.” This has particularly been the case with investing where complexity has …

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The Global Financial Crisis 10 years on- Lessons learned and can it happen again?
By Fenwickefinancial On August 28, 2017

Introduction It seems momentous things happen in years ending in seven. Well, at least in the last 50 years starting with the “summer of love” in 1967 and the introduction …

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The break higher in the Australian dollar is likely to be limited- this is not 2007 all over again!
By Fenwickefinancial On August 7, 2017

Introduction Contrary to our expectations, the Australian dollar has recently broken out of the $US0.72 to $US0.78 range of the last 15 months or so on the upside and spiked …

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Five great charts on investing
By Fenwickefinancial On August 1, 2017

Introduction Investing is often seen as complicated. And this has been made worse over the years by the increasing complexity in terms of investment products and choices, regulations and rules …

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From goldilocks to taper tantrum 2.0 – a bit of turbulence hits markets. 3 reasons not to be fussed.
By Fenwickefinancial On July 5, 2017

Introduction For much of this year, there has been a surprising divergence between share and bond markets with shares up in response to improving growth and bond yields down in …

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Global political risks one year on from Brexit – what have we learned?
By Fenwickefinancial On June 28, 2017

Introduction It’s now 12 months since the British voted to leave the European Union, an event that some saw as setting off a domino effect of other European countries looking …

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Cyber Security
By Fenwickefinancial On May 31, 2017

I was having a chat to a friend this morning who had just been the victim of fraud. It started with mail going missing from his mailbox and lead to …

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The perils of forecasting and the need for a disciplined investment process
By Fenwickefinancial On May 31, 2017

Introduction I am regularly called on to provide forecasts for economic and investment variables like growth, interest rates, currencies and the share market. These usually come in the form of …

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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