Posts Tagged: Advice

Basic economic theory – interest rates

The theoretical interest rate story goes something like this… Lower interest rates encourage additional investment spending, which gives the economy a boost in times of slow economic growth. In Australia, the RBA is responsible for Australia’s monetary policy, which involves setting the interest rate on overnight loans in the money market (‘the cash rate’). The cash rate influences other interest rates in the economy, affecting the behaviour of borrowers and lenders, economic activity and ultimately the rate of inflation. Changes in interest rates affect the public’s demand for goods and services and, thus, aggregate investment spending. A decrease in interest rates lowers the cost of borrowing, which encourages businesses to increase investment spending. Lower interest rates also give banks more incentive to lend to businesses and households, allowing them to spend more. Over the last couple of weeks I have had client situations that have both proven and disproven the...

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Advice

Bad advice and fraud

Most people have good intentions. Some people just don’t know how to act this out. But a very small part of the population genuinely have bad intentions. I will not cite past and current examples (Google will bring up plenty) but the financial planning industry has some very high profile cases of individuals and organisations doing the wrong thing by clients. I won’t get into why it happens, other than to say basic human greed is usually the root of it all. What I wish to comment on is how I give reassurance and comfort to my clients that I won’t go bad and steal their money. Trust To work successfully with my clients, they must trust me. Trust that I will give them appropriate investment advice. Trust that I know what I am doing...

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Advice