Your Family CFO in East Melbourne, Victoria | Investing service

Your Family CFO

Locality: East Melbourne, Victoria

Phone: +61 401 306 787

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• Investing service
• Financial planner
• Insurance company

24.01.2022 No matter how gut-wrenching, Buffett says that investors should treat their stocks like a house what matters is the 10, 20 and 30-year outlook, not any given week's headlines.....

21.01.2022 Ethical investing is becoming more mainstream. I love it when clients raise this with me as a priority at our first meeting. Incorporating ethical, environmental, social and governance considerations in the investment process has now been proven to match (and even strengthen) long term returns. ... Australian Ethical is one of the key players in this space.

14.01.2022 For those who are concerned about the impact of Coronavirus on the sharemarket... The below chart shows the impact of the SARS outbreak in 2002-2003 on sharemarket performance one month before the outbreak and one month after containment...

12.01.2022 A gentle reminder about the performance of Australian equity markets over the last twelve months, notwithstanding the volatility over the last month due to coronavirus... Something needed to stop the irrational exuberance of Australian and global markets. We wish a speedy end to the spread of coronavirus and a return to more normalised investment returns.

08.01.2022 It was a privilege to attend the book launch of Curious Voyages last week. This beautiful book was a labour of love put together by my client, Russ Kenery. We all need to experience the joy that comes from following our passions. If you are interested in sailing and history, this book is for you ... ... And if you love independent bookshops, then a visit to Antipodes Bookshop & Gallery will be a wonderful treat ...