AJ Financial Planning Blog

We like the quote by R. Bennett when he summed up the following "Top 15 things money can't buy; time, happiness, inner peace, integrity, love, character,... respect, morals, trust, patience, common sense, dignity."

Our blog shares our latest ideas, critical thinking, thought-provoking insights, innovative exploration of the markets, economies, investments and areas in the financial markets that require change.

 
International Shares, Investing Alex Jamieson International Shares, Investing Alex Jamieson

How to beat Labor’s proposed changes to the franking policy and stick it to the man

The media has been a flurry recently about Labor’s proposed changes to franking credits. There has been public outrage over this, and the sad reality is that this policy will have little impact on the uber-rich; those most affected will likely be the same group of people who lost their age pension a few years back when the asset test limit was changed. You can start to understand why retirees are fed up.

Read More
Cash Account, International Shares, Investing September Design Studio Cash Account, International Shares, Investing September Design Studio

Would you sell part of your soul to fund a purchase?

Most people don’t realise that in a lot of cases the best investment they own is themselves.

The main reason is that a person has the ability to generate income every year as long as you remain either self employed or employed. Despite market fluctuations, for some people this income source is pretty reliable.

Read More

Is your cash really safe?

I recently drove past the house and street that I grew up in as a young boy. It has been quiet a while since I was last in the area and it was nice to go back down memory lane. It reminded me that when I was a young I used to catch a bus to primary school and the bus ticket back then was around 35 cents.

Read More
International Shares, Investing, investment strategies September Design Studio International Shares, Investing, investment strategies September Design Studio

Just do it….Buy it now pay for it later…There are some things money can’t buy, for everything else there is a credit card…

The above terms are classic marketing tag lines which have been hammered away at people for decades now. The interesting part is that from a consumption and consumer point of view, it has structurally changed the way we spend. The

Read More
International Shares, Investing, value investing September Design Studio International Shares, Investing, value investing September Design Studio

GARP….. Excuse me did I GARP…..what is it all about?

Last week I spent a week at the University of Nebraska attending an Executive MBA Course on understanding innovative methodologies to evaluate management and value companies. Omaha is the home town of Warren Buffett and the University of Nebraska provides some amazing degrees to study in this field of investing and security analysis.

Read More