August Newsletter

It’s August, and this chilly winter and periodic lockdowns can’t end fast enough for many of us. One bright spot, along with the golden wattle at this time of year, is the golden performance of our athletes in Tokyo.

After a shaky start, last financial year was an excellent year for investors. Returns from shares and property exceeded most expectations, as did returns from super funds. But amidst all the headlines about “the best year since……”, there were some compelling lessons for investors. Not every investor had the patience and foresight to stay invested, or more importantly, heed the balanced and rational guidance from an experienced financial adviser.

In this snapshot, we look at the importance of basic investment principles that can help in good times and bad.

As always, if you would like to discuss your investment strategy, don’t hesitate to contact our office on 03 9602 3233.

CLICK HERE to view our August newsletter.