Andrew StarkeJuly 9, 201210.21am
2 comments on “POLL RESULT: When did financial planning arrive in Australia?”
Join the discussion
Shape of Advice
When simplicity becomes the ultimate sophistication
Vanguard Australia head of financial adviser services Rachel White, Family Wealth Advisory founder Michael Bova and Aequitas Investment Partners joint chief investment officer Rowan Stewart discuss the whether lower-cost active options deliver value for money.
Jack SmithOctober 23, 2025
Institutional investors have been after that for years AND getting it.
Take a look at Harvard, The Future Fund and many other of the like throughout the globe.
What do they have in common..????
Low exposure to equities and significant exposure (as high as 60%) in ALTERNATIVES.
Approx half of the 60% is in Hedge Funds or as they call them….Absolute return assets.
All clients are focused on absolute returns and guess what so are we. Our clients don’t care that everyone else went down the drain as long as they did not follow them. It’s our job to achieve that outcome and we accept that responsibility.