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  • HOME
  • ABOUT US
    • Our Process
    • New Clients
  • STRATEGY
    • SMSF
    • Financial Planning
  • INSURANCE
  • INHERITANCE
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    • How We Manage Wealth
    • Ongoing Portfolio Management
    • Asset Allocation Is The Primary Portfolio Decision
    • Low Cost Is A Critical Success Factor
  • CASE STUDIES
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06 Nov Warren Buffett’s Yearly Wisdom

Posted at 08:58h in Uncategorized by matthew.laird 0 Comments
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Warren Buffett has released his annual newsletter and like every year it has some important reminders on how easy investing can be – if you keep it simple. Buffett uses real estate investments he’s made to draw a link to pointlessly worr...

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06 Nov Risks To Finances Online

Posted at 08:58h in Uncategorized by matthew.laird 0 Comments
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According to Australian bank communications I’ve received recently there’s been an increasing trend of fraudulent email applications for fund withdrawals on behalf of individuals and businesses. These requests are happening when email acc...

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06 Nov Homing in on Aged Care Changes

Posted at 08:55h in Uncategorized by matthew.laird 0 Comments
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http://eread.com.au/jigsawfp/1408soss...

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06 Nov Tiny Trends From Financial Crisis

Posted at 08:54h in Uncategorized by matthew.laird 0 Comments
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One of the interesting things about a financial crisis is how people respond in the aftermath. The Global Financial Crisis had its roots in the US housing and mortgage market. Fraudulent behaviour from lenders and some ve...

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06 Nov Financial Literacy Always Needs Work

Posted at 08:52h in Uncategorized by matthew.laird 0 Comments
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Even some basic understanding goes a long way in making better financial decisions and understanding how you are and aren’t financially protected. Two surveys recently appeared that indicated varying levels of financial literacy ...

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06 Nov Will SMSF Borrowing Last?

Posted at 08:52h in Uncategorized by matthew.laird 0 Comments
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If you’ve been reading this column for any length of time you’ll recall my ongoing warnings about spruikers pushing leveraged property in self-managed super funds (SMSFs). Those warnings have a little more weight behind them with th...

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06 Nov Iron Ore Decline Shows the Danger of Being Undiversified

Posted at 08:50h in Uncategorized by matthew.laird 0 Comments
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If you haven’t heard, Australia’s mining boom appears to be on the wane. While some commodities appear to be holding up, Australia’s largest mining export, iron ore, has spent the year on a downward slide with the...

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06 Nov Jigsaw Financial Planning 2014 Third Quarter Review

Posted at 08:50h in Uncategorized by matthew.laird 0 Comments
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Economic Overview A sluggish and uneven global economy, geopolitical strains, falling commodity prices and a resurgent US dollar were key areas of focus for investors in the Sept...

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06 Nov 2015 June Quarter Economic Review

Posted at 08:45h in Uncategorized by matthew.laird 0 Comments
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Jigsaw Financial Planning | 2015 June Quarter Review Economic Overview The global economic backdrop remained mixed in the June ...

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06 Nov A comment on Market Volatility

Posted at 08:33h in Uncategorized by matthew.laird 0 Comments
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Ten years ago, in another country, a man we’ll call Bill, died at 75. He left his wife, a lady we’ll call Betty, $50,000 and a house worth $350,000. Betty was 65, living on a government pension and no longer wanted the hassle of the...

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