The June 2013 report, MLC’s investment perspective, scenario insights & portfolio positioning, states: "Policy makers were again the key drivers of financial markets during the June quarter." At Godfrey Pembroke we put investors at the centre of our thinking and focus on what really makes … [Read more...]
2013 June edition of Godfrey Pembroke Monthly Market Update
In the June 2013 edition of Market Update: Australian Federal Budget 2013/2014 forecast deficit of $19.4 billion US Federal Reserve’s quantitative easing comments spark uncertainty in global markets Australian dollar slides by 8% on the back of a stronger USD There’s more commentary, plus … [Read more...]
Investors approaching retirement
With only a few years to go before we retired, we realised we needed a detailed financial plan. Our Godfrey Pembroke adviser gave us immediate confidence that he understood our situation and could find a solution. He helped develop clear retirement goals and investment targets, and then created a … [Read more...]
High net worth individuals
Our financial affairs are relatively complex, so we were concerned to find an adviser who could provide a high calibre of confidential advice. That's when a friend recommended Godfrey Pembroke. On first meeting my Godfrey Pembroke adviser, I was impressed by the breadth of his financial knowledge … [Read more...]
SMSFs
While we've always enjoyed the extra control an SMSF brings, we have sometimes struggled to achieve the level of investment returns we would like, particularly in the volatile markets of recent years. That's why we turned to Godfrey Pembroke. Our adviser has helped us put in place a coherent … [Read more...]
Business owners
As a business owner, you learn to treasure professional advisers you can trust to look after your interests, even when your focus is elsewhere. That's how I regard my Godfrey Pembroke adviser. The team at Godfrey Pembroke have not only provided high quality advice on my family's finances, they have … [Read more...]
Busy professionals
While I always knew I needed a plan, I struggled to find the time to give my finances the attention they needed. I was also hesitant about entrusting a stranger with my family's financial future. But the team from Godfrey Pembroke made the process easy. They took the time to truly understand our … [Read more...]
The role of shares in a portfolio: what history tells us
Share market performance over different periods gives perspective on the role of shares in a portfolio. You can read the full Investment Insight 2013 May here By Gareth Abley Head of Alternative Strategies MLC Investment Management … [Read more...]
MLC Strategic Overlay – Portfolio Design 2013 March
The March 2013 report, MLC’s view and Strategic Overlay positions, states: "The strong rise in the prices of riskier assets in 2012 and again in the first quarter of 2013 may seem to indicate that investors have become more optimistic about future economic fundamentals." At Godfrey Pembroke we … [Read more...]
MLC Strategic Overlay – Portfolio Design 2012 December
The December 2012 report, MLC’s view and Strategic Overlay positions, states: "After a year of double-digit equity market returns plus some strong returns in the riskiest bond markets, investors may be asking whether the developed world's problems are largely solved." At Godfrey Pembroke we … [Read more...]
- « Previous Page
- 1
- …
- 26
- 27
- 28