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.
Superannuation funds within the retail and industry super fund market usually offer ‘balanced’ or ‘growth’-based investment options. But what does this really mean; and aren’t these funds all the same?
On 31 May 2017, Vanguard’s Balanced Index Fund reported an allocation to growth-based assets of 49.9%.
Read MoreThese days a lot of people seem pretty interested in Managed Funds, with their flashy marketing and slick offices…. but do they really offer real value for money?
Read MoreDiversification is a staple principle for most investors. The general idea is one of risk mitigation – or in other words, trying to avoid loosing your entire investment portfolio due to one bad investment decision.
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