Private Wealth

Kelly+Partners Private Wealth Update: June 2018 28th June 2018

Some of the key issues we are considering as we look into the next financial year are as follows: Will global growth momentum be sustained? Can geopolitical tensions derail the economic expansion? What absolute level of long-term interest rate becomes an impediment to equity prices continuing to rise? Will oil prices sustain the rally seen over the past year? ...

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Accumulate and educate: using investment bonds to save for children's education 25th May 2018

The cost of raising children has increased significantly over recent years with an average high-income family’s estimated spending on education per child in the major capital cities now $550,827. Both primary and secondary education costs increased enormously, with preschool and primary education almost doubling in cost and secondary education more than doubling in cost over the previous 5 years....

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Australian Federal Budget Review 2018 8th May 2018

In the run-up to the Federal Budget, two things were expected, a budget that responsibly delivered tax cuts and also a budget that delivered ‘meaningful’ tax reform....

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What causes volatility? 18th April 2018

Volatility can generally be caused by two things. Changes in an asset or economic fundamentals and changes in investor perceptions. So, sometimes volatility occurs because new information or developments emerge which change the fundamental quality of an asset – positively or negatively. However, more often, volatility is a function of investor perceptions about what’s hot and what’s not. This doesn’t necessarily mean the fundamentals of the assets have changed. It just means investors are just voting their prices up or down....

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Warren Buffett's highly anticipated annual letter to Berkshire Hathaway shareholders 23rd March 2018

Warren Buffett's highly anticipated annual letter to Berkshire Hathaway shareholders released last weekend did not disappoint this year with a little something for all fans of the Oracle of Omaha, from professional value investors to the casual admirers of his wit and wisdom....

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Five things that I think will shape the global and Australian economies in 2018 - By Trent Doughty 26th February 2018

Here are five things that I think will shape the global and Australian economies in 2018, and that expect I’ll be talking about with investors over the course of the year. ...

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Kelly+Partners Wealth Management are pleased to announce the appointment of Shane Hay as Client Director 13th February 2018

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Market and economic overview 18th January 2018

US equity markets surged into year-end, bolstered by strong global economic growth, healthy company earnings and the passage of President Trump’s US$1.5 trillion tax-reform package, described as the biggest US tax overhaul since 1986....

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How using core-satellite investing with ETFs can give you outperformance potential 17th January 2018

Core-satellite investing is a portfolio construction approach that has been used by both institutional and individual investors for many years now and is an approach we have adopted at Kelly + Partners Wealth Management....

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The 15 Minute Retirement Plan - How to avoid running out of money when you need it most 18th December 2017

One of the biggest risks an investor faces is running out of money in retirement. This can be a personal tragedy. People may work their whole lives to accumulate enough wealth for a comfortable retirement only to find they have come up short....

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