investment

Robo-advice... Fact, Fiction or Just an Overused Buzzword

Does anyone actually know what 'robo advice' is?? Most importantly... do clients know what it actually is? Apart from an industry buzzword that dresses up a spreadsheet and three questions as some incredible bleeding edge hyper-intelligence. Does it or should it extend to every facet of someone’s financial life?

Property in a Self Managed Super Fund

Investment, like clothes, seems to follow fashion. What’s fashionable right now?—Property in a Self Managed Super Fund. Why is investing in property inside a SMSF being touted on every corner as the panacea to everything? Because it’s able to be packaged, sold and it make some sense… doesn’t it?

A couple of questions to ask yourself about any investment: