Category Archives: Uncategorized

What has a Nobal Prize Winner got to do with investing?

See the Farma / French Blogg

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Strategic’s new young blood!

Varun Jani has joined Strategic a Michael’s personal assistant. Varun is well qualified with a B.Com, Post Graduate Diploma in Tax Planning, Certified Financial Analyst and is also a CFP.      

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New Money Smart Video

 

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Human Capital a vital component in Financial Planning

Career, the New Asset Class When creating a truly holistic financial plan, planners should expand the traditional view of asset classes to include career as an emerging, vital element in the data gathering, analysis, and development phases of traditional financial … Continue reading

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Investment Strategy adding value!

For clients with an investor profile of Balanced and above and  with a sufficient portfolio size, Strategic uses a limited number of selected Direct Shares. These have done exceptionally well over the last 12 months leading to selling up to … Continue reading

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Great “Knowledge is Power” booklet from Financial Markets Authority

There have been so may breaches of trust within the financial services market in 2013.  Whilst we now have a much better regulatory environment investors themselves need to step up in the financial literacy stakes. I am still amazed how, otherwise … Continue reading

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Financial Health Checks proving popular

At client review time all Strategic’s clients are given an invitation to complete a Financial Health Check. For a number this has been a very helpful experience. Having a good overal picture of how you are placed is either very … Continue reading

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Avoid Ponzi Schemes, is this one (unrealistic returns paid for with yours or other investors money!)? Hold everything in your name!

Ross Group receivers hold out little hope for missing $439M | Scoop News Ross Group receivers hold out little hope for missing $439M Thursday, 15 November 2012, 2:24 pm Article: BusinessDesk Ross Group receivers hold out little hope for missing … Continue reading

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Listen to the Reith Lectures 2012 Niall Ferguson

1/4 Niall Ferguson argues that institutions determine the success or failure of nations. 2/4 Niall Ferguson reflects on the causes and lessons of the global financial crisis. 3/4 Niall Ferguson asks if different systems of law are key to economic success. 4/4 Niall Ferguson … Continue reading

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Read here to see why we prefer to provide commission free Insurance

The following promotion recently came to me. There is no better time to place your new business with ***** Life because you will be rewarded with a total 180% remuneration offer of 100% upfront commission plus 80% production bonus.  At … Continue reading

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