fbpx

Category: Wealth

How to Think About Risk Howard Marks

17/11/2024 Uncategorised

The risk reward trade off... What is it and how should it impact the investment decisions that I make? Howard Marks co-Chairmen at Oaktree gives us 40 minutes on how...

The Queens Gambit. The rules of the game don’t change

01/02/2021 5 Minute Read

If you recently watched The Queen's Gambit, you may feel the lure of giving chess a crack, playing a game, and testing your abilities. But when you do for the...

Buffett’s $1 Million Challenge

27/01/2021 4 Minute Read

For nearly 60 years investors have hung off every word Warren Buffett has said, much in the same way sportspeople follow a meteorologist. He has had the most robust consistent...

Offset account vs redraw facility – the tax difference

05/12/2020 2 Minute Read

Most modern mortgages come with a redraw facility or a mortgage offset account. Sometimes they come with both… but which one should you use? With a redraw facility you can make...

Reducing mortgage debt and consolidating loans

28/08/2020 2 Minute Read

Many Australians carry a heavy debt burden that absorbs a large portion of their income. This article looks at strategies to better manage this debt burden and repayments to help...

Can you tell me your net worth?

18/04/2020 2 Minute Read

This is not an actual request... its the start of a more important conversation. If I asked you to tell me, off the top of your head, your current “total...

Categories

Date Archives

Search Blog

General Advice Warning

The information contained in the ‘Surf Coast Wealth Management’ Blog page, including any information in relation to taxation, is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person.

You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. You should also consider the appropriate Product Disclosure Statement (PDS) before making any decision to acquire a product.

Get in touch


    Daniel Twentyman | B.Bus.(App Eco) Dip.F.S.(FP)
    Financial Planner – Authorised Representative
    0410 123 200
    PO Box 810 Torquay Vic 3228

    Lifespan Financial Planning Pty Ltd | ABN 23 065 921 735
    PO Box Q1917 Queen Victoria Building 1230 NSW

    PIFA Adviser Ratings <

    Surf Coast Wealth Management Privacy Policy Surf Coast Wealth Management Financial Services Guide Surf Coast Wealth Management Advisor Profile

    20man Enterprises Pty Ltd, T/a Surf Coast Wealth Management (ABN 32609869203), is a Corporate Authorised Representative (ASIC No 1239708) of Lifespan Financial Planning Pty Ltd (“Lifespan”) Australian Financial Services Licensee Number 229892, ABN 23 065 921 735. Daniel Twentyman is an Authorised Representative (ASIC No. 444357) of Lifespan. For Australian Residents Only. This information (including taxation) is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice and consider a Product Disclosure Statement.

    © July 2020