Rasiah Private Wealth Management in Melbourne, Victoria, Australia | Consultation agency
Rasiah Private Wealth Management
Locality: Melbourne, Victoria, Australia
Phone: +61 3 9612 7300
Address: Level 8, 419 Collins St 3000 Melbourne, VIC, Australia
Website: http://rasiahprivate.com.au/
Likes: 300
Reviews
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12.05.2022 "There's more information available to us, but it's getting harder to discern the truth" - Jim Parker Check out episode 12 with Jim Parker from Dimensional Fund... Advisors - DFA and Thabojan Rasiah from Rasiah Private Wealth Management as they talk about Real Journalism v Media in this information-saturated world. To hear more about this episode, head on over to the links in the comments section below and don’t forget to press the SUBSCRIBE button. #commercialmedia #media #smartinvesting #media #information #smartfinancialdecision #journalism #decisions #podcasting #purpose #richwithpurpose
27.04.2022 "After we've met our basic needs, more money doesn't deliver more security or more happiness" - Carl Richards of Behavior Gap If you'd like to hear more about t...his episode, head on over to the links in the comments section below and don’t forget to press the SUBSCRIBE button. #sketchguy #financialplanning #podcast #podcasting #spotify #podcasts #podcastlife #podcaster #youtube #podcasters #applepodcasts #richwithpurpose #interview #motivation #financialadvice #investing #fiduciary #valueofadvice #smartinvesting #advice #money #trust #values #purpose
18.04.2022 Episode 6 - Buying a home successfully with Thabojan from Rasiah Private Wealth Management and Kristen Hatt from WoledgeHatt Buyer Advocates If you'd like to h...ear more, head on over to the links in the comments section below and don’t forget to press the SUBSCRIBE button. #realestate #PropertyBuying #buyingaproperty #buyingahome #podcast #podcasting #spotify #podcasts #podcastlife #podcaster #youtube #podcasters #applepodcasts #richwithpurpose #interview #motivation #financialadvice #investing #fiduciary #valueofadvice #smartinvesting #advice #money #trust #values #purpose
10.04.2022 Congratulations to our Founder and Principal Adviser Thabojan Rasiah for being named as a Finalist for The Young Entrepreneurs Awards - Melbourne 2020... second year in a row! Rasiah Private Wealth Management is proud to be leading the evolution of financial advice in helping successful people fulfil their #purpose and their #values. #fiduciary #advicematters #valueofadvice #hopeisnotastrategy... Business News Australia See more
03.04.2022 The Evans Dixon saga is a tale of 2 eras and types of advice. It is yet another example of the impacts of vertical integration and the selling of in-house products. Dixon Advisory, founded in the 80s, was once a great strategic advice business, but no longer.
15.03.2022 Congratulations to our team for being named as finalists in the @ifa (Independent Financial Adviser) Excellence Awards 2020 for the second year in a row. Thanks to everyone supporting us, IFA Magazine for the nomination, our team and our clients.
25.01.2022 Financial innovation is not a bad thing... however, as investors, we must be vigilant in only investing in what we can understand and makes sense. http://ow.ly/SLIH309X2G8
25.01.2022 The SPIVA Australian Scorecard is in from @S&P Dow Jones Indices. In nearly every category, over 50% of Australian active managed fund underperformed the index. What's most important is a well constructed portfolio, focused on risk, designed to achieve results based on one's purpose and values. #smartinvesting #riskmanagement #financialadvice #fiduciary #hopeisnotastrategy
24.01.2022 Our Founder being interviewed on the Goals Based Advice Podcast by Fraser Jack "It's always humbling to reflect on why we do what we do... that is to build deep relationships with our clients so that we can have a meaningful and profound impact in the lives of them and their families!"
24.01.2022 Estate Planning is such an important aspect of wealth management, but often forgotten about. Our Principal Adviser, Thabojan Rasiah, has written an Estate Planning Guide for Canstar . He discusses why good estate planning is far more than just a will. #advice #fiduciary #estateplanning @Rasiah Private Wealth Management
23.01.2022 The key to managing volatility risk is in understanding what the PURPOSE is for that 'bucket' of money and making your investment decision accordingly. http://ow.ly/FwZH309X2cE
21.01.2022 As with anything in life, when it comes to money it's important to be very careful about where you get advice from. http://ow.ly/iP88308k8tH
21.01.2022 So called robo-advice is actually robo-investing... if looking into it, don't just dive in without arming yourself with a healthy dose of reality on what you'll get from robo-advisory programs, and what issues you'll need to address. http://ow.ly/uWCa308Wur7
20.01.2022 It’s best to prioritise different goals are in terms of the immediate future, as well as your long-term hopes and dreams. Once you know what is the most important to you, you can figure out on which goals you should focus. http://ow.ly/XOyk308jO9b
20.01.2022 Do you know how your super fund invests your money? If not, you may be taking risks with which you are not comfortable. http://ow.ly/KFzX309X35Y
20.01.2022 Throwback to our first Investor Briefing in December 2018, where we discussed managing #risk in your #investment #portfolio and focusing on what's important rather than the 'noise' from the media. At the time we didn't realise how important that message would be for #COVID19. We'd be happy to send you the full presentation... just type 'Yes please' in the comments. #financialplanning #fiduciary #clientsfirst #wealthmanagement #investing ... Thabojan Rasiah Simone Murray See more
17.01.2022 Once we acknowledge what we DON'T know and CAN'T control, can we focus our time and energy on the things we DO know and CAN control. http://ow.ly/4Dwe309X2rO
16.01.2022 I really enjoyed sharing insights and discussing the key takeouts from the #HBSymposium with fellow panel members. #investments #itsaboutmorethanmoney #selfie
16.01.2022 I’m honoured to be included once again in Financial Standard’s list of Top 50 Advisers. It’s certainly humbling to be named alongside so many fantastic advisers, colleagues and friends. As we go through this significant period of change in our profession, we will continue to face many challenges. However, I truly believe the changes are for the greater good and will enable our profession as a whole to serve better the people that are most important the community and our clients. #FSPower50 #financialadvice #professionalism #advice #money #investing #business #success #trust #transparency
14.01.2022 Every investment decision must start with an assessment and understanding of RISK, rather than return. Only after accepting the potential risk can the investment be considered in one's portfolio. http://ow.ly/Gzh3309s2bt
14.01.2022 I came accross this nice Infographic that reminds us about some of the historic principles of money. http://ow.ly/5Yai309X1QL
13.01.2022 With the high profile failure of Mayfair Platinum, it is a great reminder to investors to beware of fancy investment products promising high returns with low risk. If it sounds too good to be true... it probably is! Stay the course, understand risk and ensure your investment strategy has been designed with a clear understanding of your values and purpose. This is the recipe for a great investment experience, regardless of what's happening in the world. #investing #hopeisnotastrategy #financialadvice #fiduciary #riskmanagement
12.01.2022 Passive investing can have it's problems, however it is impossible to be in a bubble... after all it is a methodology, not an asset class or investment type. http://ow.ly/xTln309s2S3
12.01.2022 The only thing these predictions do accomplish is to remind us that yes, there is always a storm somewhere off in the future. But you can almost never know when it will strike. http://ow.ly/O1rg308kkOn
12.01.2022 I'm very proud to have been short-listed for Financial Standard's 50 most influential financial advisers in Australia. I'd love to make the Top 50! You can vote here by Tuesday 17th October... http://www.financialstandard.com.au/voting/
11.01.2022 What makes passive investing successful, is the active decision making in it's application to create the right investment experience for the investor. http://ow.ly/s9x4309X3mV
10.01.2022 Diversification is possibly the only 'free lunch' when it comes to managing investment risk. ASIC provides some guidance from a regulator's perspective. http://ow.ly/gkkq309X1kO
09.01.2022 Hailing back to Warren Buffett's sentiments from his 1966 letter to shareholders... forecating is a mugs game. http://ow.ly/Gb7S309s1rm
08.01.2022 Although they are important tools, Risk Profiling Questionnaires should not be the sole driver of your investment portfolio http://ow.ly/i9ks309s8dX
08.01.2022 It's a real privilege to be among so many great advisers on the #FSPower50 shortlist. Please make sure you vote for the amazing people who continue to push for positive change in our profession. #planning #influence #future Financial Standard https://www.financialstandard.com.au/voting?id=901
07.01.2022 Every investor should have an Investment Policy Statement. Without one, how do you make your investment decisions? Do you have one? http://ow.ly/XfRp309s5T4
07.01.2022 I’m honoured to be included in Financial Standard’s list of the 50 Most Influential Financial Advisers in Australia. Thank you to the team at Financial Standard for including me on the list with some really amazing people. I’ve always felt that if I can help anyone, no matter their situation, achieve the things that are important to them, then I’m doing something right. I’ll continue on this path and try to influence in a positive way where I can. Thank you for the support #FSPower50
07.01.2022 Understanding the psychology of investing is one of the most important factors in managing your wealth. What impact do YOU have on your investments? http://ow.ly/3Ti1309X1xG
03.01.2022 Investing early and regularly is the key to long term financial success. It's not rocket science, but it's not easy to do either. That's why they say compounding is the 8th wonder of the world! http://ow.ly/r5Jm309s0Rp
03.01.2022 Understand the questions you should be asking, based on your stage of life. Then you will be in a much better position to manage the kinds of risks you are likely to face.http://ow.ly/PNc0309WZby
02.01.2022 Finally common sense prevails! Advisers and brokers will no longer be paid sales commissions for selling Listed Investments... rather they will need to add genuine value to their clients if they are to charge a fee for their advice. David Haintz Robert Baharian Kevin Bailey ... #fiduciary #financialplanning #wealthmanagement #superannuation #investing #clientsfirst
02.01.2022 A singular focus on 'risk tolerance' relates to how you FEEL about investing. Risk capacity is more important and relates to how much risk one can AFFORD to take. http://ow.ly/4pW3308WuE1
01.01.2022 Nice to be quoted in the The Australian Financial Review. At Rasiah Private Wealth Management we design our client's portfolios to see them through any crisis. "This means that although events like coronavirus may cause a temporary uncomfortable drop in portfolios, the event itself does not impact their ability to live the lives for which we have planned," Rasiah says. #financialplanning #cfp #advice
12.12.2021 I’m honoured to be included once again in Financial Standard’s list of Top 50 Advisers. It’s certainly humbling to be named alongside so many fantastic advisers, colleagues and friends. As we go through this significant period of change in our profession, we will continue to face many challenges. However, I truly believe the changes are for the greater good and will enable our profession as a whole to serve better the people that are most important the community and our clients. #FSPower50 #financialadvice #professionalism #advice #money #investing #business #success #trust #transparency
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