Mar
31
Wealth Intelligence
A deeper look at the things that matter
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Nov 4
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Jul 9First Samuel is pleased to announce that Sean Cash has been appointed as Chief Executive Officer of the company, effective 9 July. Read More
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May 8First Samuel is pleased to announce that that Guy Strapp has been appointed as Chairman of the company, effective 1 May. Guy succeeds Murray Baird, who has been Chairman since 2010. Murray's predecessor, Nicholas Barnett, also served as Chairman for 10 years. Read More
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Jun 27Australia has been experiencing the largest transfer of investment capital in its financial markets' history. There has and continues to be, a massive outflow of assets from retail superannuation funds to industry superannuation funds. Parts of the share-market have been significantly adversely affected.
But the essence of long-term investing is not to be distracted by short-term mis-pricing, as concerning as it might be at the time.
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Feb 20
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Oct 24First Samuel has again been rated by its clients as the best in Australia for client satisfaction and loyalty. The ranking also places the company in the top 2% in the world. Read More
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May 16In stark contrast to last year, there are not many changes that require immediate Wealth Strategy attention. And then there is the Senate. Read More
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Feb 7An overvalued market will always correct. So we are not surprised. The sell-off is minor. Client portfolios protected by high cash weight, low P/E.
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Dec 13Recent IPOs of small unprofitable companies or highly priced large companies is a key signal that markets have become overly jubilant. Beware! Read More