Navigating the Retirement Risk Zone

Navigating the Retirement Risk Zone

JASON TEH, Chief Investment Officer | When it comes to planning for retirement, hope is not a strategy. As more Australians transition from wealth accumulation to retirement, there are some key factors to consider as they enter the Retirement Risk Zone. The Retirement Risk Zone is a critical period in the financial life cycle, spanning […]

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21, April 2021
Investment Insight
4 Retirement Planning Mistakes – and How to Avoid Them

4 Retirement Planning Mistakes – and How to Avoid Them

JASON TEH, Chief Investment Officer |       Successfully preparing for retirement can present many challenges. Here are four common mistakes to avoid when selecting your retirement investment strategy.   Mistake #1 – Keeping your accumulation fund Accumulation funds may not be suitable for retirees, because their main objective is to deliver a strong […]

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21, April 2021
Investment Insight
Dot-com Zombie Parallel Universe

Dot-com Zombie Parallel Universe

JASON TEH, Chief Investment Officer |      “If you bought every company that lost money in 2019 … you’ll be up 65 percent so far this year.” -Joel Greenblatt, Masters in Business interview October 2020     Who would have thought buying loss making companies was the quickest way to make money over the […]

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29, October 2020
Investment Insight