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Newcastle Financial Planners & Financial Advisors Newcastle Financial Planners & Financial Advisors
  • Home
  • About Us
    • Testimonials
  • Financial Services
    • Business Owners
    • Wealth Creation
    • Wealth Management
    • Financial Planning & Advice
    • Self Managed Super Fund (SMSF)
    • Superannuation advice
    • Retirement and Estate Planning
    • Investing
    • Wealth Protection & Insurance
    • Family Office
  • News
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Investing: how to reduce concentration risk

Concentration risk. No, it’s nothing to do with thinking too hard about something. In fact, it’s more likely to be a result of not paying enough attention. Concentration risk is... read more →
  • September 26, 2017
  • Harlan Marriott
  • Financial Planning, Investing Strategies

Back to basics – the foundations of risk and return

The foundations of risk and return - Risk is integral to investing. This can be a frightening thought, but risk shouldn’t necessarily be feared, as without it there is less... read more →
  • December 20, 2014
  • Harlan Marriott
  • Investing Strategies

Asset allocation to reduce risk

You have heard us talk about investment asset allocation or diversification, but we thought it might be a good idea to expand on that explanation to show you how it... read more →
  • November 18, 2014
  • Harlan Marriott
  • Investing Strategies

Tax and your children’s investments

Every parent wants the best for their child, so if you are in a position to invest money specifically for your children’s future, you should follow the same approach as... read more →
  • October 9, 2014
  • Harlan Marriott
  • Investing Strategies

Property investment options

Investors may be interested in borrowing in a self managed super fund (SMSF) to invest within a residential property. However, investors need to be wary as this is not always... read more →
  • January 7, 2014
  • Harlan Marriott
  • Investing Strategies

Anchoring to something real

Imagine you are bartering for a rug and the stall-holder starts with a ridiculously high price. You know you must respond with a lower price but your brain is still... read more →
  • July 5, 2012
  • Harlan Marriott
  • Financial Advisor Newcastle, Investing Strategies

The tax-effectiveness of dividend streams

The Hawke-Keating era is renowned for its micro economic reforms. Next year will mark the 25th anniversary of one of the most significant changes for share investors – the end... read more →
  • February 1, 2012
  • Harlan Marriott
  • Financial Advisor Newcastle, Investing Strategies

Gold Price

Gold - All That Glitters And Becomes Part Of You With the historic highs of gold price, typical when the metal is seen as a safe haven in times of... read more →
  • January 12, 2012
  • Harlan Marriott
  • Investing Strategies

Being a Cool Investor

Rather than constantly worrying about the daily global changes in sharemarket values and the  attendant constant volatility, perhaps a smarter  response  for an investor is to go back to the... read more →
  • December 13, 2011
  • Harlan Marriott
  • Investing Strategies

Recouping Investment Losses

As investors age they are less able to recover from significant investment losses.  The table below shows how important it is to focus on avoiding investment losses, as the gain required... read more →
  • December 7, 2011
  • Harlan Marriott
  • Financial Advisor Newcastle, Investing Strategies
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Recent Post

  • Starting Off Your Investment Journey January 18, 2021
  • Strategies for long-term investing December 14, 2020
  • Staying on track November 10, 2020
  • Embracing the fear October 5, 2020
  • Fight The Flight September 20, 2020

Contact Info

Head Office:
134 King Street
Newcastle NSW 2300
Australia
Offices in:
Sydney – Brisbane – Newcastle

Phone: 02 4926 2300 Fax: 02 4926 2533 E-Mail: success@leenanetempleton.com.au Web: www.leenanetempleton.com.au
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