Thought Leadership

26 05, 2017

Superannuation – what you need to know

By | May 26th, 2017|Financial & Retirement Planning, Retirees, Superannuation incl. SMSF, Thought Leadership|0 Comments

Sam Morris has had a diverse career but loves her role heading up compliance and training at Prime Financial. Barney Zwartz reports- Originally Published in GROW Magazine Vol. 1 Sam Morris bounces into the interview with a huge smile. “I bet you were expecting a white male when you read my name,” she says. I [...]

24 02, 2016

How to remain a confident investor in turbulent market conditions

By | February 24th, 2016|Chief investment officer, Investment Advice, Thought Leadership|0 Comments

  How to remain a CONFIDENT INVESTOR in turbulent market conditions.   Investment conditions wax and wane, and navigating across both bull and bear markets is decidedly tricky.   Even so, investment markets tend to be a little like sports in that everyone has an opinion on players and teams and invariably people often think [...]

12 10, 2015

Is it Time to Expand our Investment Horizons?

By | October 12th, 2015|Accountants, Chief investment officer, Financial & Retirement Planning, Investment Advice, Prime Financial Group, Professional Executives, Retirees, Thought Leadership|0 Comments

  Diversity and International Equity Asset Allocation   Broadly speaking, I feel investors are increasingly willing and comfortable with the idea of investing portions of their capital overseas, both to capture opportunities unavailable locally and also to defray risks of being overly concentrated in the Australian sharemarket.   Recent months have provided ample demonstration to [...]