Surf Coast Wealth Management in Torquay, Victoria | Financial service

Surf Coast Wealth Management

Locality: Torquay, Victoria

Phone: +61 410 123 200

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• Investing service

25.01.2022 SCWMs latest Blog on Debt Management Basics... Who else is getting this wrong? https://www.surfcoastwm.com.au/debt-management-basics/

25.01.2022 We have been working with a client to save towards their goals. Using our budgeting tools, processes and coaching, we have helped take their saving rate from 14.6% to 59.2% in the first 3 months.

25.01.2022 Yesterday, the west texas intermediate (May Contract) traded as low as - 40.32, here is an easy to understand explanation of how it happened.

24.01.2022 We are always talking to clients about the difference between an offset and a redraw... so much so we have written this article to explain... https://www.surfcoastwm.com.au/offset-redraw-and-tax/

24.01.2022 If you have ever been interested in learning more about fixed income investing... https://www.ardea.com.au/the-drivers-of-conventional-fixed/

23.01.2022 Kate Howitt is one of the best investment managers in the country. Here is the latest update from April 29.

23.01.2022 I often talk about the uneven playing field of financial markets. Be it speed, order composition or market functionality. Here is an example of the discrepancy of information where Hamish Douglass Talks with the former Chair of the US Federal Reserve, Janet Yellen... https://www.youtube.com/watch?v=-VVRydXbr7g

22.01.2022 Here is another, less disastrous view of Australian house market by Shane Oliver https://www.livewiremarkets.com//australian-house-prices-s#

19.01.2022 What sort of financial education are you providing to your kids?

18.01.2022 Dr Don Hamson gives a great run down of what we are seeing in the equity market space. Gives some great advice for people dipping their toe into equity markets... https://youtu.be/td8bwhceUo4

18.01.2022 As time goes on, Governments are becoming less critical to setting climate policy... Investment managers are leading the way to drive change. https://soundcloud.com//listen-hesta-dumps-coal-from-super

17.01.2022 Getting Financial advice from someone you trust is critical. Finance is confusing, complex and an acquired taste, which makes it easy to pull the rug over someones eyes. The Australian Services Union published this ad a few weeks ago to highlight your losses if you participated in the current support scheme. The Ad insinuates that having $20,000 in your super as a 25-year-old, with no further contributions through your working life, would see your balance reach $466,000 by retirement age. #MoreThanASimpleHandGesture

17.01.2022 Coronavirus, markets, lockdowns... where to next.

16.01.2022 More colour on covid in America. https://www.instagram.com/tv/B_fERF6J2yR/

16.01.2022 Pressure being placed on AIA to move away from coal based investments... https://www.fssustainability.com.au/report-calls-out-aia-s-

15.01.2022 Close of Business talking about the price action on the market today and the influence of computer (algorithmic) trading. https://thecob.ausbiz.com.au/33

14.01.2022 In uncertain times like these, the general consensus is to make sure your personal debt is under control. Here is IOOFs Research update on the impact of COVD19 on house prices. https://f.datasrvr.com//The_Coronavirus_implications_for_p

14.01.2022 If you were investing in an index fund that followed the Us S&P500, here is your money would be distributed. - more than 25% of your money would be invested in 5 companies.

13.01.2022 Retail investors have bought $9 billion in shares since March and are largely responsible for the 30 per cent correction in the All Ordinaries Index, while institutional investors have fled the market to the tune of $11 billion. Dont be the last one in the room to switch out the lights" https://www.afr.com//retail-investors-pile-in-as-professio

12.01.2022 Interesting to see what investors are focused on from different parts of the world. https://www.visualcapitalist.com/investment-goals-country/

12.01.2022 Here is a blog for anyone thinking of starting their own business. It is pretty inspiring to hear what some of these people have been through to get where they are... https://www.leadquizzes.com/podcast/

12.01.2022 Latest blog... https://www.surfcoastwm.com.au/impact-of-coronavirus/

11.01.2022 Here is some insight from Magellan Chairman Hamish Douglass, on the current crisis and the longer terms effects on the economy... Its more interesting than I have made it sound. https://www.magellangroup.com.au//magellan-global-markets/

10.01.2022 Comments on the irrational behaviour of equity markets. These guys are spot on.

10.01.2022 Whats important to know about Warren Buffett's $1 million bet? https://www.surfcoastwm.com.au/buffetts-1-million-challenge/

09.01.2022 Reducing mortgage debt and consolidating loans... Our latest Blog. https://www.surfcoastwm.com.au/reducing-mortgage-debt-and-/

09.01.2022 If you've watched The Queen’s Gambit, you may feel like you know enough about chess to be a contender... If have listened to the stockmarket stories this past week, you may feel it's just that simple too https://www.surfcoastwm.com.au/trusted-rules-of-the-game/

09.01.2022 This is just jaw-dropping... The five biggest companies in the S&P500 just passed a combined market capitalisation of $6 Trillion - are bigger than the next 24 latest companies in the index - are as large as the bottom 359 stocks in the index & - account for 22% of the entire index ... If you are invested in passive index funds, it might be a good time to have a chat. https://theirrelevantinvestor.com/2020/06/22/a-giant-update/

08.01.2022 If you an industry super account, you may wish to read this article... https://www.theaustralian.com.au//fdac77fe7c4267274da06117

08.01.2022 What happens when you hold yourself accountable to the same lofty environmental standards we hold corporates and government to... Earlier last month, I met with a new financial planning client, who stipulated her preference for ethical investing... It forced me to have a good look at my own business practices. hashtag #ESG #Environment #Leadership #Sustainability #earth #climatechange #progress #evolution #parisaccord ... https://www.surfcoastwm.com.au/be-the-change-you-want-to-s/

08.01.2022 Cant be that easy can it?

08.01.2022 Here is an investment managers update as to how they are meeting the challenges of climate change. https://www.youtube.com/watch

08.01.2022 In my experience, there are only 5 things that stop people from getting what they want... 1. Some just dont have a vision 2. If they have a vision, they may not have a plan 3. If they have a vision, and a plan they might not have the knowledge 4. If they have a vision, a plan and the knowledge, perhaps they dont have the support ... 5. perhaps they have a vision, a plan, the knowledge, and the support, but do not have the mindset or motivation. Get the help and support that you need.

07.01.2022 Contact us today to learn how our free program can help you manage your personal finances through this crisis.

07.01.2022 Have you ever wondered how a Financial Adviser can help you? Follow this link and find out... https://www.surfcoastwm.com.au/how-we-can-help-you/

06.01.2022 The lack of a government climate change policy is not stopping industry from making the necessary changes. Read the latest blog. https://www.surfcoastwm.com.au/news-from-the-coal-face/

06.01.2022 Today I joined the Profession of Independent Financial Advisers as an Associate. It is terrific to be a part of an organisation of like-minded people who are beyond reproach on conflict remuneration, and who put their clients at the forefront of each conversation. I look forward to my journey to becoming a practising member. https://pifa.org.au/membership-categories-explained/

06.01.2022 The best time to plant a tree is 30 years ago, the second-best time is today... For people thinking about starting an investment portfolio, here is something to keep in mind. https://youtu.be/5Gx62yQtxjA

05.01.2022 In periods of uncertainty, this is where you expect big institutions to stand up and reassure their clients... finance is more than a well thought out campaign accompanied by a hand gesture. Had industry super been looked at through the banking royal commission, this sort of thing could have been avoided. They simply dont do what they say on the box. ... https://www.afr.com//hostplus-1-5b-cash-redemption-refused

05.01.2022 And as if to put an exclamation point on yesterdays post... take a look at this interactive chart from Vanguard. https://insights.vanguard.com.au/VolatilityIn//retail.html

04.01.2022 Are you getting stock tips from your cab driver? https://theirrelevantinvestor.com///why-everyones-trading/

03.01.2022 Looking at how Australia has managed COVID has been impressive. Here is how they stack up against various countries. For reference, Aust has a population of 25.5 million and on March 21 had reported 874 cases. today (26.4.2020) there have been 83 people who have passed away. Aust represented as the blue line in all charts attached

03.01.2022 Want to know more about our Free Goals, Strategy and Motivation Program... https://surfcoastwma.com.au/linkedin001/gsmp

03.01.2022 There is a feeling about the market & whats going on, but that is different to what you know to be going on.

02.01.2022 On the back of the extraordinary market rebound from the March/April lows, here is some more commentary from Magellans Hamish Douglass. https://www.livewiremarkets.com//a-bridge-to-recovery-or-a#

01.01.2022 There has never been a more important time to seek financial advice from someone you trust. Here are three estimates on what the early withdrawal of money will do to your super long term. The ASU tells us you will lose $233k if you withdraw $10k as a 25-year-old Money Smart says you will lose $47700 if you take the full $20k @ 25 ... https://moneysmart.gov.au/covid-19/accessing-your-super Canstar says you will lose $120 taking $20k at 25. https://www.canstar.com.au/supera/risks-access-super-early/