Five Questions to ask a Financial Adviser

1. Disclosure Statement please? 2. What does your level of qualification mean? Is it to the Government required level? 3. This is my situation, do you think you can help me? 4. How do you charge? Are the different services charged differently?  i.e. fees, commission, mix of both? 5. Why do you think you are [...]

Media vs Reality

More often than not the media reporting on finance are prone to make “scary” statements, with little backing just so they have “news”, which of course means it needs to be something bad. One of these instances was noticed recently by a DecisionMakers adviser, Colin Austin…   I run two screens on my PC , check [...]

Update from Magellan – Hamish Douglass CEO, Portfolio Manager

Magellan Global Update – February 2012 Click on the link to watch the latest Global Update from these talented managers. Remember though that is not personal advice and any questions you have should be directed to your financial adviser. If you don’t have one, find out here how a financial adviser can help you achieve [...]

Definition of ‘Consumer Price Index – CPI’

A measure that examines the weighted average of prices of a basket of consumer goods and services, such as transportation, food and medical care. The CPI is calculated by taking price changes for each item in the predetermined basket of goods and averaging them; the goods are weighted according to their importance. Changes in CPI [...]

Please be patient with us

In the next couple of months we will be changing this website so it is more user friendly and will hopefully be more of what interests you.  If you have anything specific you would like to see leave a comment…

Will Facebook turn into Wall St gold?

Reblogged from Financial Post | Business: Mark Zuckerberg has reached the age of 27 without ever having a boss. He glided from private school to billionaire chief executive of Facebook, via Harvard, doing things his own way. That is set to change as Facebook lists on the New York Stock Exchange. Facebook’s IPO, the most [...]

Investopedia Term of the Day: Rothschild

This has is an amazing little history lesson, I learnt something today!   Rothschild What does it mean? A prominent family of German bankers that established banking and finance houses in Europe. The Rothschild family molded the way the international world works today. They were the pioneers in international high finance and were critical in [...]