Sara Rich

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Financial planning

1 June 2008

John Wilkinson investigates whether the tendency for investors to turn their backs on alternative investments when markets are down is justified....

Financial planning

1 June 2008

Structured products: sweet dreams are made of these

According to Pia Cooke, now is the ideal time for investors to turn to structured products for capital protection. Here she explains how they work in volatile markets....

Financial planning

1 June 2008

Is fixed interest back in vogue?

Many investors are re-examining their asset allocations and revisiting traditional fixed interest investments, writes Roger McIntosh. Here he explains why....

Financial planning

1 June 2008

Borrowings come home to roost

Warren O’Rourke provides an up-to-date snapshot of the lending and housing market in light of the recent interest rate rises and volatility within investment markets....

Financial planning

1 June 2008

An enhanced concessional cotributions strategy

The notion of a client using non-deductible debt to increase their retirement benefits might seem foreign, however, recent legislative changes have made this a viable str...

Financial planning

1 June 2008

The good, the bad and the ugly

In investigating how hedge funds have weathered the recent market storms, Janine Mace discovers that not all hedge funds are the same....

Financial planning

1 June 2008

Simply irresistible

David Fox explains how to design a custom-made advice proposition that your target market will find hard to refuse....

Financial planning

1 June 2008

A tip for concessional caps

John Perri outlines a strategy whereby individuals breach the cap on concessional contributions to fund their insurance premiums....

Financial planning

1 June 2008

Getting personal with your clients

In today’s environment, can a financial adviser effectively and appropriately handle the financial planning needs of 1,000 clients?...

Financial planning

1 June 2008

Diamonds in the rough?

In the field of absolute return strategies, Hersh Gandhi explains how managed futures and distressed securities offer attractive opportunities in the current market clima...