smithy

At VISIS Private Wealth, I am part of a professional team founded on a rare commitment: truly impartial advice to help clients achieve their financial goals.

[smithy @visissmithy]

An outlook from business investment company Schroders has revealed the forces shaping private markets. Three themes have been identified that investors can focus on to optimise long-term return potential. https://t.co/qDp9lmmuz8

#investors #privateassets #2023

[smithy @visissmithy]

Financial analysts Jody Jonsson, Casey McLean, Ellie Fordham and Chris Haynes, Kellie Wood, Kanish Chugh share their thoughts on what this new year will bring for investors with @FinancialReview

#afr #inflation #interestrates #volatility #whatsnext https://t.co/pBkENxzphx

[smithy @visissmithy]

Market volatility has significantly impacted investor confidence throughout 2022, with high-net-worth individuals pulling back their investments in risky assets & increasing their allocations in cash & bonds. https://t.co/wTk9dGgm2b

#theaustralian #markets #investors #strategy

[smithy @visissmithy]

Australian property has been a hot topic lately with continual rate hikes causing buyers and investors to put the brakes on their aspirations. https://t.co/PilBaYHsXn

#9news #property #buyers #investors #forecast

[smithy @visissmithy]

Firms in the financial services sector are said to be likely to take a more strategic & longer-term view when managing their businesses, says Grant Peters, EY Oceania Financial Services Managing Partner. https://t.co/VebfYQWr0A

#forbesaustralia #finance #trends #business

[smithy @visissmithy]

New year, new goals.

Now is an ideal opportunity to reset your #financial and #wealthcreation objectives, supported by a sound #strategy and #professionaladvice to achieve your #goals.

Get in touch with my team today to discuss creating a tailored plan that meets your needs.

[smithy @visissmithy]

Poor returns on-average for investors in companies preaching an ESG agenda have many companies looking at changing the ESG case. https://t.co/23botcqYG7

#theaustralian #esg #returns #funds #investment

[smithy @visissmithy]

After consecutive months of rate hikes in the past year Australian borrowers continue to ask the question. Where will rates go next? https://t.co/3IFuUUwHQQ

#9news #economy #interestrates #newyear

[smithy @visissmithy]

The #economy is slowing to a crawl, according to @NAB data noting #GDP is expected to slow to below 1% over the next two years while #interestrates keep rising, with the #cashrate expected to peak at 3.6% in March 2023 until #inflation subsides. @abcnews
https://t.co/M3kfPFFIiY

[smithy @visissmithy]

With rising #interestrates Australians have been preparing for “more pain” in our #economy. But the pace of the hikes has slowed, and with no #RBA meeting in January, we have some time to reflect on what's happening as we enter the new year. @abcnews
https://t.co/7HD9wjDRhM

[smithy @visissmithy]

Investing in #bonds is a defensive #investment #asset, particularly in an unstable economic climate. Yet, many #investors don’t know enough about this asset class. #financialadvice #wealthmanagement #investmentportfolio https://t.co/GigYvJTMCN

[smithy @visissmithy]

Investment firm @DeutscheBank forecasts Australia will enter a #recession in 2023, following an expected rise in #unemployment. #economy #GDP #unemploymentrate #RBA @abcnews https://t.co/JQSo2r1I3H

[smithy @visissmithy]

With more than half of marriages and de facto relationships ending these days, parents are reconsidering how they structure their #wills with #testamentarytrusts to protect their #assets and avoid their #legacy ending up in the wrong hands. #assetprotection #inheritance

[smithy @visissmithy]

Across the board in Australia, #interestrates continue to rise and some company quarterly earnings have plateaued or dropped. So why the late-year #ASX rally – and what should #investors do for long-term #investment performance? #wealthmanagement https://t.co/KFtGAhJqoE

[smithy @visissmithy]

What should you do to maintain a strong investment portfolio in times of market volatility? My take on what you can do and how to prepare for further volatility.

#investment #portfolio #marketvolatility

[smithy @visissmithy]

Civil unrest in China has some feeling uneasy about flow on economic impacts beyond its borders. I spoke to Kyle Rodda on ‘The Pulse’ this week about the potential flow on effect of China’s constrained economic recovery to Australia.

#China #economy #recovery #Australia

[smithy @visissmithy]

As interest rates continue to climb and retail sales suffered their first fall of 2022, will we see ongoing impacts on consumer behaviour in the retail sector? Find out what I shared to the Ausbiz audience this week.

#interestrates #retail #economy

[smithy @visissmithy]

Tune into @ausbiztv today at 2:45pm AEST when I'll be talking about rising #interestrates and #inflation, plus the latest protests in #China and what this means for Australia and our consumers.

Follow the interview live here: https://t.co/gl3cdgNPSc

[smithy @visissmithy]

The top #financialadvisers in the country were recognised at the 2022 @AustraliaFPA Awards and Professionals Congress in Sydney last night where @VISISbrisbane was a top 3 finalist for the Professional Practice of the Year Award. Congratulations to all the winners and nominees!

[smithy @visissmithy]

Protecting your child’s #inheritance from a partner or spouse is a concern many parents face when putting together a #will which is why switching to a #testamentarytrust to provide #asset protection and #tax strategies is important. https://t.co/omUm2lUl41