Why Advice

The Discipline Project

July 25, 2020

The market’s going to crash. I’m waiting for the next crash. Crash. Crash. Crash. Crash. For advisers engaging with new clients right now, it may mean listening to suppositions about the market taking another dive. It’s been reported to me several times. Some advisers had clients waiting for ‘the next big one’ for years after […]

First published 23 July 2020 for Mancell Financial Group Fees. Charges. Costs. How much should someone charge for a service? Whatever the terminology used, the psychology around charging for a service is fascinating. Some service providers can charge without question. High costs from engaging certain service providers have become customary. A small service can take […]

First published 8 July 2020 for Mancell Financial Group When people contact us about property investing it’s usually for one of two reasons. “Can you help me get into property investing?” “Can you help me get out of property investing?” On the first question the answer is always no. The high transaction costs. The lack […]

Working in the financial advice space, I hear plenty of feedback from advisers on what clients and prospective clients are thinking. We have an investment philosophy, we do our best to educate clients about it, and to keep them on track. It doesn’t always work. And it shouldn’t be a surprise. Consider the time a […]

Old & New, Slow & Fast

July 2, 2020

First published 2 July 2020 for Mancell Financial Group Last week we took a look at how someone might mistake their knowledge, expertise or success in one area for giving them some insight into investing or investment markets. While someone can be brilliant or knowledgeable in their field, it’s not exactly translatable.  No one should […]

Stopping Your Clock

June 25, 2020

First published 25 June 2020 for Mancell Financial Group You may have heard of the one about the broken clock. Look up at the wall. If the hands aren’t moving on your favourite clock it’s not going to give you the correct time. Yet as the hands don’t move, the time does. Every twelve hours […]

First published 18 June 2020 for Mancell Financial Group The calls have started. Not many, but enough to attract our attention. COVID-19 is changing lives, goals and plans. There’s one group who hasn’t been given much attention, but it seems clear their goals and lifestyle intentions post work may not be as expected. Investment focus […]

Gotta Be Right Twice

June 10, 2020

First published 28 May 2020 for Mancell Financial Group Australia was burning in late January. China was announcing confirmed human to human contact of COVID-19, locking down Wuhan province and building temporary hospitals. While many in Australia were distracted by home affairs, some investment managers had their eye on China. Nucleus Wealth was one. A […]

First published 28 May 2020 for Mancell Financial Group In support of active fund management This is the time for active managers to shine Opportunity is ripe for active investors Don’t ‘buy the index’: Investing in the time of the coronavirus Stockpickers can prove their worth in crisis, says Aberdeen It’s a Weird Market. Time […]

First published 25 May 2020 for Mancell Financial Group Hearing about someone’s problem in the media? A lobby group has probably been doing their job. Right now, it must be some sort of record. Very few people haven’t been affected by COVID-19. Very few people are quiet about it. They’re airing their woes. Many want […]