A (somewhat) irrational fear

Part 1 – Retirement mini-series Retirement may seem like the “great unknown” and financial concerns are a key part of that perception. But with the right advice and a robust financial plan in place, replacing salary with income-generating assets is readily achievable. Over 25 years of working in financial advice I’ve learned that a lot […]

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Adam Callinan

Meet the team – Senior Private Client Adviser Adam Callinan

Data analysis, strategy and meeting people. They are three things that help Senior Private Client Adviser Adam Callinan get out of bed each morning. Formerly a business and data analyst in ICT across large public sector organisations, Adam made the switch to the world of advisory in 2014, joining Chris Smith’s team at VISIS after […]

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Crack the piggy bank for investment opportunity

Stash the cash. It’s a natural reaction. As much as loading bank notes under the mattress, stuffing cash in the sock drawer is a guilty pleasure, it’s not a wise habit to get stuck in and goes against the general trend cash-free transactional environment we now live in. The Reserve Bank of Australia reported this […]

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Inflation forecast signals time to cycle balance into portfolio

Inflation – an issue that’s been at the forefront of most investors’ minds (particularly retirees) over recent weeks. With the influx of cash flowing around from COVID stimulus measures and the swift recovery of our national economy, it’s inevitable we start seeing cost-of-living increase. RBA guidance Last week the Reserve Bank of Australia (RBA) removed […]

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ASIC approves ASX-listed Crypto-ETFs

News the ASX will commence offering Crypto ETFs – with the nod of ASIC – continues the trend of “there’s an ETF for that” building around the world. This is the latest of many new ETF offerings that investors will be able to access easily through their broker. Significantly, it also hails a new era […]

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