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Foundations of a wealthy lifestyle

A study conducted by the Australian Stock Exchange reported that nearly 25% of investors over the past two years were aged 18 to 24. These young Australians were found to be knowledge seekers, keen to take on life and begin their journey towards financial security. If this describes you, congratulations! You get it, you really do. You’re Next Generation Investors who know that building financial independence starts early. However, according… Read More »Foundations of a wealthy lifestyle

Are you investing or gambling?

Investing in different asset classes such as equities, commodities, and fixed-income assets is a great way to accumulate wealth, but it is important to have a sound investment strategy in place. This article covers five warning signs that you may be gambling instead of investing. The potential financial results of investing can feel limitless, and it can be tempting to think that just one stock pick could make you an… Read More »Are you investing or gambling?

Wealth protection through the ages

Wealth protection through the ages Insurance plays an important role in any wealth creation and management strategy. There is little point in accumulating wealth if you don’t protect it, or yourself, from unforeseen risks that can undermine the best-made plans. Just as your wealth creation strategy needs to be reviewed on a regular basis, so too does your wealth protection plan. Every stage of life brings exciting challenges along with… Read More »Wealth protection through the ages

Investment Summary

Below information is a summary of events and our house view from one of our investment committee members Andrea Ciaccio, Portfolio Manager AZ Sestante: The US has changed its narrative and is taking the risk of opening its economy on a set date. This has settled the market somewhat and provided certainty. However, time will tell if this strategy works. The US has already discounted a recession in its market valuations… Read More »Investment Summary

COVID-19 and the global market volatility

This is a significant opportunity as value has returned to the market Massimo Guiati Global CEO of Azimut International It is becoming increasingly apparent that the Corona-virus is far more serious than previous incidents of viral outbreaks, such as SARS in 2003 and H1N1 (swine flu) in 2009. Italy has effectively gone into lock-down / self-isolation and the US has just announced a ban on travel from Europe. The impact… Read More »COVID-19 and the global market volatility