2023 saw the return of Goldilocks, but what’s in store for 2024 for investors?
By Fenwickefinancial On December 18, 2023
Five key themes from 2023 Despite lots of angst at the start of the year, 2023 turned out far better than feared. Key big picture themes of relevance for investors …
1987 vs now – rising bond yields (& war in Israel) and the risks for shares
By Fenwickefinancial On October 13, 2023
Introduction In the fourth year of my career the share market crashed. In one day, US shares fell 20% and the day after Australian shares fell 25%. From the months …
Three reasons to err on the side of optimism as an investor
By Fenwickefinancial On September 7, 2023
Introduction The “news” as presented to us has always had a negative bent, but one could be forgiven for thinking that it’s become even more negative with constant stories of …
Booms, busts and investor psychology – why investors need to be aware of the psychology of investing
By Fenwickefinancial On August 25, 2022
Introduction Up until the 1980s the dominant theory was that financial markets were efficient – in other words all relevant information was reflected in asset prices in a rational manner. …
The US Federal Reserve starts raising interest rates – implications for Australia and investors
By Fenwickefinancial On March 23, 2022
Introduction After much anticipation, the US Federal Reserve has raised its Federal Funds target interest rate from a range of 0-0.25%, where it’s been for the last two years since …
Review of 2021, outlook for 2022 – recovery to continue as we hopefully learn to live with covid
By Fenwickefinancial On December 14, 2021
2021 – another year of covid Just as 2020 was dominated by coronavirus so too was 2021. But 2021 turned out to be a far better year for investors. The …
Rising bond yields and the end of the super cycle bull market in bonds
By Fenwickefinancial On October 27, 2021
Introduction For the past four decades a key feature of investment markets has been a super cycle bull market in bonds that saw 10-year bond yields fall from around 16% …
Five reasons why the Australian dollar is likely to resume its upswing over the next 12 months
By Fenwickefinancial On September 17, 2021
Introduction Movements in the value of the Australian dollar are important for Australian-based investors in that they directly impact the value of (and hence returns from) international investments and indirectly …
Coronavirus continues to cause havoc globally and in Australia – but here are five reasons for optimism
By Fenwickefinancial On July 28, 2021
Introduction It seems the bad news on coronavirus doesn’t let up. The lockdown in NSW looks like going longer. There is endless debate about whether governments are doing the right …
Inflation – why it matters for investment markets
By Fenwickefinancial On June 15, 2021
Introduction There has been much concern about inflation this year – but why should it matter for growth assets like shares and property? Surely earnings and rents will just go …
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.”