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What to do when you receive an Inheritance

The okay Boomer eye roll movement came out of frustration that Australia’s wealth is disproportionately distributed to those over 60, with the sharp rise in property prices being the primary culprit. But whilst we’re all living longer, science hasn’t yet found a way to grant us eternal lives, and so eventually that wealth will be … Continued

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What to do when you receive an Inheritance

NEW PODCAST

Super excited to announce a new podcast to the Financial Autonomy stream. Market Noise is a collaboration between personal finance YouTuber Justin Baldori and me, Paul Benson. We record each episode live on Youtube each Monday night at 8pm AEST, and then release to podcast version later that night.   Justin and I each choose 2 … Continued

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NEW PODCAST

How to use a Core/Satellite strategy in your share portfolio

One of the most popular pathways to achieving Financial Autonomy is through investing in stocks. Stock market investing has a tonne of advantages – ease of diversification, low transaction costs, ease of liquidity, and being highly regulated to guard against investor fraud. Perhaps the number one reason share investment is so popular for those looking … Continued

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How to use a Core/Satellite strategy in your share portfolio

Discovering the Satellite – What are the Satellites in a Core-Satellite strategy?

Here at Financial Autonomy we follow the framework set out in the Financial Autonomy book. One of the pathways in that framework is stocks and within that section I explore the Core-Satellite strategy in some detail. It’s a strategy we use a lot with clients. In this post we’re going to dig in a bit … Continued

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Discovering the Satellite – What are the Satellites in a Core-Satellite strategy?

18 ways to Build Passive Income that work in Australia

I’ve been researching all the ways one might go about generating Passive Income. Unfortunately, many of those found on the web won’t work in Australia. So I’ve produced a custom list especially for those of us on the largest island in the Southern Hemisphere. Here’s what I’ve come up with: 1. Low input business 2. … Continued

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18 ways to Build Passive Income that work in Australia
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Financial Autonomy - The Three Pathways to Achieving Financial Autonomy

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November 9, 2021

The Three Pathways to Achieving Financial Autonomy

If you’ve been listening to this podcast for a while, and certainly if you’ve read my book, you’ll be aware that we adhere to a framework in helping people gain choice. A core element of that framework is the three pathways. The entire Financial Autonomy framework, and in particular these three pathways, are the product … Continued

Investment

Property

Self-Employment & Side Hustles

November 9, 2021

When to Sell Your Shares

When it comes to stock market investment, buying is easy, selling is hard. It’s interesting how there’s always so much talk about exciting new opportunities and yet rarely is the exit plan discussed. Well, let’s address this common investment strategy oversight and help you decide when it’s time to sell your shares.   Selling Strategy … Continued

Investment

November 2, 2021

Understanding Asset Classes

In financial planning, and particularly in portfolio construction, consideration of asset classes is absolutely foundational. But are we all on the same page when it comes to asset classes? When I use that term, are you thinking the same thing as me? This week I’m going to take you through everything you need to know … Continued

Investment

October 27, 2021

Breaking the mental barriers upon receiving an inheritance

Breaking the mental barriers upon receiving an inheritance   Receiving an inheritance can often come with plenty of baggage attached. The most obvious is that someone has had to die, usually someone very close to you, for you to be the beneficiary of this financial gift. But the challenges don’t end there. Many of the … Continued

Investment

October 12, 2021

Why Do Bond Markets Matter to the Stock Market?

After 10 consecutive months of gains, the Australian share market declined in September, heralding a period of volatility that continues today. There is never a single catalyst driving markets, instead there’s a confluence of views that tend to drive either positive or negative momentum. But in this most recent period of volatility there has been … Continued

Investment

October 6, 2021

5 Steps to Becoming a Millionaire

With the median house price in Australia’s two largest cities now north of a million dollars, being a millionaire isn’t perhaps as significant as it once was. As a milestone though, getting to the point where your net assets pop over the million-dollar line remains significant, and something worth taking pride in. Here at Financial … Continued

Investment

Property

Saving Strategy

September 29, 2021

Are SMSF’s still useful?

Self Managed Super Funds, commonly abbreviated to SMSF’s, have been around since the 1970’s. They were originally used by business owners who already had company and family trust structures, with the SMSF a structure dedicated to saving for retirement. SMSF adoption broadened in the early 2000’s as a result of the combination of expensive retail … Continued

Investment

Property

Superannuation

September 28, 2021

18 ways to Build Passive Income that work in Australia

I’ve been researching all the ways one might go about generating Passive Income. Unfortunately, many of those found on the web won’t work in Australia. So I’ve produced a custom list especially for those of us on the largest island in the Southern Hemisphere. Here’s what I’ve come up with: 1. Low input business 2. … Continued

Investment

Property

Saving Strategy

Self-Employment & Side Hustles

September 23, 2021

What to do when you receive an Inheritance

The okay Boomer eye roll movement came out of frustration that Australia’s wealth is disproportionately distributed to those over 60, with the sharp rise in property prices being the primary culprit. But whilst we’re all living longer, science hasn’t yet found a way to grant us eternal lives, and so eventually that wealth will be … Continued

Investment

September 8, 2021

When to use Gearing in your Investment Strategy

If you’ve been listening to the Financial Autonomy podcast for a while, and particularly if you’ve had a chance to pick up the Financial Autonomy book, you will be aware that we work to a proven framework. Within the Financial Autonomy framework there are three pathways that can be followed to get you to the … Continued

Investment

August 18, 2021

ARK Invest Deep Dive

If you ever need an example of the saying being in the right place at the right time ARK Invest would be the perfect illustration. Over the course of 2020 their assets under management grew from US$3.5billion, to US$41.5billion, growth of over 1000% in a single year, as their listed funds possessed all the stock … Continued

Investment

August 6, 2021

NEW PODCAST

Super excited to announce a new podcast to the Financial Autonomy stream. Market Noise is a collaboration between personal finance YouTuber Justin Baldori and me, Paul Benson. We record each episode live on Youtube each Monday night at 8pm AEST, and then release to podcast version later that night.   Justin and I each choose 2 … Continued

Investment