Podcasts about partners wealth group

Is it really this easy? You buy a share market index fund and it goes up by 10 per cent every year.....Hmm...Well, actually, the ASX 200 index is comprised of 50 per cent banks and miners: When they rise together, an index fund will fly high. But if the going gets tough, your share portfolio will not be as diversified as you may think. What's more, major problems are forming in the market where enormous amounts of money are pouring into stocks often because ETF algorithms are blindly following market momentum...how will it end? Adviser Jack Tossol from the Partners Wealth Group joins Associate Editor - Wealth, James Kirby, in this episode. In today's show, we cover... The hidden dangers of index funds Polluting the pond - New wave ETFs reintroduce risk Ethically oblivious passive investing Sophisticated investor rules should be scrapped See omnystudio.com/listener for privacy information.

The Future Fund's consistently strong returns and its big exposure to so-called 'unlisted assets' have captured the interest of many investors. But, until very recently, most investors could not get access to unlisted assets and were restricted to listed securities such as shares and managed funds. Usefully, things are changing - today we take a serious look at unlisted assets.  In this episode we cover  Introducing the risk spectrum of unlisted assets  Accepting a 5-7 year wait for unlisted returns Water rights, forestry schemes and new agribusiness opportunities Why do retirees not pay tax?  Matthew Cassidy of Partners Wealth Group joins wealth editor James Kirby in this episode.See omnystudio.com/listener for privacy information.

Luke Ball is a former AFL premiership player and account manager at Partners Wealth Group. See acast.com/privacy for privacy and opt-out information.

Downsizer contributions are turning out to be more popular than many thought - including us. To learn more, we asked Daniel Mikhail of Partners Wealth Group to walk us through the details.

Downsizer contributions are turning out to be more popular than many thought - including us. To learn more, we asked Daniel Mikhail of Partners Wealth Group to walk us through the details.

Managed funds have become household names. But how exactly do they work? Here is Daniel Mikhail of Partners Wealth Group with some answers.

Managed funds have become household names. But how exactly do they work? Here is Daniel Mikhail of Partners Wealth Group with some answers.

Most of your wealthy clients will hold some wrap and managed accounts. Daniel Mikhail of Partners Wealth Group in Sydney will walk you through the ins and outs of wrap and managed accounts.

Most of your wealthy clients will hold some wrap and managed accounts. Daniel Mikhail of Partners Wealth Group in Sydney will walk you through the ins and outs of wrap and managed accounts.

TPD insurance covers total and permanent disability for your own or any occupation - Daniel Mikhail of Partners Wealth Group in Sydney.

TPD insurance covers total and permanent disability for your own or any occupation - Daniel Mikhail of Partners Wealth Group in Sydney.

Life insurance looks simple - you are either dead or alive. But there is more to it as Daniel Mikhail of Partners Wealth Group in Sydney will show you.

Life insurance looks simple - you are either dead or alive. But there is more to it as Daniel Mikhail of Partners Wealth Group in Sydney will show you.

The super reform is done and dusted, but some issues still raise their head. Daniel Mikhail of Partners Wealth Group will discuss those with you.

The super reform is done and dusted, but some issues still raise their head. Daniel Mikhail of Partners Wealth Group will discuss those with you.

Pension strategies post 1 July 2017 have changed. Daniel Mikhail of Partners Wealth Group will guide you through the different options.

Pension strategies post 1 July 2017 have changed. Daniel Mikhail of Partners Wealth Group will guide you through the different options.

Personal insurance inside or outside of Super? Mistakes can cost dearly. Daniel Mikhail of Partners Wealth Group will guide you through the intricate details.

Personal insurance inside or outside of Super? Mistakes can cost dearly. Daniel Mikhail of Partners Wealth Group will guide you through the intricate details.

MIchelle is a solicitor from Partners Wealth Group and she specialises in Wills and Estates, the perfect person to talk to us about what a Power of Attorney can mean for you and your family. What we will cover: • What is a power of attorney? • Why would you want to have a power of attorney? • When to have these documents in place? • Who can be the decision maker/power of attorney? • What can an attorney do? ª How do we determine when the power of attorney will come into affect?