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 …
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 …
Australian house prices back from the abyss – 7 things you need to know about the Australian property market
By Fenwickefinancial On September 16, 2019
Introduction After the biggest fall in at least 40 years – with a 10.2% top to bottom fall between September 2017 and June this year – average capital city home …
Plunging bond yields & weak share markets amidst talk of recession – what does it mean for investors?
By Fenwickefinancial On August 23, 2019
Introduction Only last month share markets in the US and Australia were at record highs. But ever since President Trump ramped up the US-China trade war again at the start …
2018-19 saw a rough ride for investors but it turned out okay
By Fenwickefinancial On July 10, 2019
Introduction The past financial year saw a roller coaster ride for investors. Share markets plunged into Christmas only to rebound over the last six months. This note reviews the last …
The $A still has more downside, but a lot of the weakness is behind us
By Fenwickefinancial On June 17, 2019
Introduction While some have expressed surprise at the recent resilience in the value of the Australian dollar around the $US0.69-0.70 level despite weak Australian growth and Reserve Bank rate cuts, …
Seasonal patterns in shares – should we “sell in May and go away” and what about renewed trade war fears?
By Fenwickefinancial On May 7, 2019
Introduction Since late last year share markets have rebounded with US shares up 25% to their recent high, global shares up 22% and Australian shares up 17% as last year’s …
The 2019-20 Australian Budget
By Fenwickefinancial On April 4, 2019
Introduction The 2019-20 Budget had three aims: to cement the Government’s fiscal credentials by delivering the long-awaited return to budget surplus; to provide fiscal stimulus to an ailing economy; and …
“Millennial socialism” and the swing of the political pendulum back to the left – what it means for investors
By Fenwickefinancial On March 17, 2019
Introduction When I was in my early 20s I thought socialism might be the way to go. Two things happened. One I studied economics which led me to the conclusion …
Five charts and a table that are critical to watch regarding the global economy and markets this year
By Fenwickefinancial On February 26, 2019
Introduction I first ran through a set of five charts to keep an eye on regarding the global economy last September. Since then share markets plunged into December and have …
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.”