The Stonehouse Core Value Portfolio (CVP) generated a return of +0.98%, in a month that saw equity markets reverse August losses with the Australian equity market and MSCI World Equity Index (in AUD terms) both up +2.1%. Within the domestic equity component of the Portfolio, all managers posted positive returns. The best performing strategy was…

In the short term the market presents a world of worries, but with a well-diversified portfolio you can put your feet up and let time take care of the rest. What a difference a year makes. In recent months, Australian shares hit a record high, the Aussie dollar dipped to levels not seen since the…

In this Issue: Death Benefits: Your Will is only half the battle Assessment Rate Changes Droplets in a Stream Update Five minutes with Brendan Wong Download newsletter to read more:

In my initial meeting with a client I regularly ask the question, “what is your biggest financial asset?”. 9 out of 10 clients will answer “my house”, or if they don’t have a house, their answer will be “my car”. I then complete a quick calculation on the whiteboard with them: current salary multiplied by…

In this Issue: Control Your Finances, Don’t Let Them Control You Royal Commission: Lending Implications The Importance Of Using Your Adviser For An Insurance Claim Azaria’s India Adventures Download newsletter to read more:

There is a lot of attention lately around the affordability of housing and the fact that the current generation struggle to “get into the market”. The major reason most put it down to is property prices rising consistently while incomes have not followed the same trajectory over a long period of time. To illustrate, let’s…

In this Issue: Who’s managing your assets Getting to know Rhiannon Angus Stonehouse in sport What our Advisers are up to for the Holidays Download newsletter to read more:

Investing plays a key role in building financial security but don’t be sucked in by promises to get rich quick. Australians collectively lost $4.3 million each month to investment scams. The latest report by Scamwatch shows that so far in 2018, more than $26 million has been siphoned off by crooks in investment scams –…

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