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The benefits of alternative investments are clear, but rapid growth in the product set has made the optimal use of alternatives in portfolios unclear. As markets reach all-time highs, it may be time to re-think how we treat the asset class.
Most advisers know the value of changing their language when switching from industry speak to client discourse, but many still fall into the trap of distancing themselves from clients by using jargon and buzzwords.
When a client posed the question to Wattle Partners adviser Drew Meredith it caught him off guard: “Am I good client?” they asked. “How could I be better?”
As advisers we tend to forget the incredible position in which we sit, as the stewards of client capital, with the power to determine what types of companies deserve or warrant additional investment. Our advocacy effectively provides capital to these companies to continue to grow and evolve.
Despite the emotional expenditure required to hold someone’s hand in the darkest hours of their life, whilst retaining a high degree of professional acumen, it is both a responsibility and an honour. But it can leave a scar, writes Drew Meredith.
The popular debate lacks nuance. Neither are foolproof but both can play a crucial role in building portfolio resistance and balancing the risk/reward dynamic.
The Treasurer’s plan to limit concessional tax treatment within super at $3M comes without a lot of the details required for effective retirement planning. Making bold changes now could be costly, says Wattle Partners principal Drew Meredith.
Meet Drew Meredith – a financial planner Investing with Heart
Ever since the GFC interest rates around the world have been on a trajectory to zero, which acted as a proxy tax on investing for retirement for millions. But the current economic is a whole new ball game, writes Drew Meredith.
Australia may have fared better than its international peers, but markets still took a pummelling in 2022 with traditional safe havens and equities alike bearing the brunt in a wildly dislocated market.
