Whole-of-life wealth management. The information on this site is of a general nature only and may not be relevant to your particular circumstances. AFSL 227148
Perth, Australia
Joined June 2014
- Tweets4K
- Following1.3K
- Followers577
- Likes2K
Capital Partners Consulting retweeted
It’s been a big week for the ASX.
But if you’re investing for the long-term, don’t forget that markets will consistently trend upwards over time.
Here’s our Head of Investments, Asia-Pacific, Duncan Burns, on why the #ASX will continue to rise 👇
vgi.vg/3NZkjub
Capital Partners Consulting retweeted
The body of knowledge that you need to master to become a successful investor is pitifully small.
This 34-minute film tells you pretty much everything you need to know.
Please share it if you find it helpful.
#Investing vimeo.com/694387507
Capital Partners Consulting retweeted
Revelations in a podcast series and TV drama about a “financial adviser” who stole from her clients have shocked Australians.
The good news is such stories are extremely rare.. and there are simple steps you can take to protect yourself.
@RobinJPowell ow.ly/JlrQ50JhxPi
Capital Partners Consulting retweeted
Market forecasts often seem very plausible. But, as Cambridge professor Elroy Dimson explains, nobody knows where markets are heading in the short- to medium-term
@RobinJPowell #Equities #Investing youtu.be/ZABps3d9A_Q
Capital Partners Consulting retweeted
New from @BehaviouralJoe on #TEBI —
“We spend much of our time trying to find the best investor, company, fund or story, and not enough time thinking about the odds. “
#Stocks #Markets #Investing ow.ly/7uO650Jb2aC
Capital Partners Consulting retweeted
Lessons on long-term investing
@advisorpedia @LanceRoberts #FinancialPlanning #FinancialAdvice
ow.ly/HtXv50IXTmA
Capital Partners Consulting retweeted
Passive investing has grown hugely in popularity in recent years. So has it grown TOO big? And is it something we should be worried about? (Video)
@drtimedwards @spdjindices @RobinJPowell @ETFmatic #PassiveInvesting #WealthManagement youtu.be/z49Vere3wE8
Capital Partners Consulting retweeted
With the price of goods and services soaring, most of us are going to be feeling the pinch in the coming months (and probably years).
Now is the perfect time to think about what you spend your money on.
#Money #PersonalFinance #Wellbeing #MentalHealth ow.ly/Hj2N50ItI2J
Capital Partners Consulting retweeted
Happiness lies in living a balanced life, says Andrew Hallam, and careers and wealth are only parts of a much bigger picture.
Sadly it’s a lesson that many of us never learn.
#Money #PersonalFinance #FinancialWellbeing ow.ly/nMZU50IryG9
Capital Partners Consulting retweeted
Women still aren’t getting the financial advice that they’re looking for
@RIAIntel @HollyLDeaton #FinancialAdvice #FinancialPlanning
ow.ly/ll2X50IjZb9
Capital Partners Consulting retweeted
Advisers, we’ve been reminded yet again in the last couple of weeks how people need rational and impartial information about their financial situation and their investments.
Let’s get together and start providing it 👇
#FinancialAdvice #AdviserContent youtu.be/z6x1CwJZcMo
Capital Partners Consulting retweeted
As an investor, there’s no escaping market volatility. Uncertainty goes with the territory — and volatility tends to rise as uncertainty increases.
#Stocks #Markets #WealthManagement ow.ly/Lpyn50IfRfY
Capital Partners Consulting retweeted
Thousands of clients, many of them self-funded retirees, lost control of their savings in the collapse of the Australian firm Dixon Advisory. How could it have been prevented?
@RobinJPowell #DixonAdvisory #SuperAnnuation #FinancialAdvice ow.ly/nM7E50HWtt7
Capital Partners Consulting retweeted
Last year, investor flows into the Australian ETF industry increased by 28 per cent when compared to 2020. This momentum is expected to continue in 2022. Read more here: vgi.vg/3LnYUdm
Capital Partners Consulting retweeted
The financial #Markets have been decidedly choppy in the first few weeks of the year, and there are plenty of “experts” predicting what will happen next. But acting on market forecasts is generally a bad idea
@JasonZweigWSJ #Stocks #WealthManagement ow.ly/kBup50HEJv8
Capital Partners Consulting retweeted
Clients of good advice firms don’t have to be experts in #Investing. But they need to know the basics. That’s why we made this video series, which can be tailored for individual firms. Separate versions for the UK, Ireland, the US & Australia bit.ly/3am796d
Capital Partners Consulting retweeted
How to make 2022 a client-driven year #FinancialAdvice #FinancialPlanning @swershing ow.ly/K3rA50Hogqs
Capital Partners Consulting retweeted
How much do you need to retire? Simple question with a complicated answer(s). #retirement #superannuation #ausbiz mfg.com.au/blog/how-much-do-…