Survive and thrive through the bad times

Retirement miniseries – part 3 Risk strategies are a key part of a retirement plan, but that does not mean taking a permanently defensive stance. You can expect that there’s going to be unexpected events. Perhaps not when or how bad, but they will come. But if you position your portfolio on the off chance […]

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Community sport a rewarding pursuit

The cricket season has well and truly kicked off and as a father and cricket fan, I enjoy getting down to Ashgrove Sports Ground in Brisbane on the weekend to watch my boys pull on the whites for Valley District Cricket Club. It’s a great club, currently with former Australian Captain Allan Border as its […]

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Advisor demand on the up as numbers fall

With COVID came many financial challenges for Australians, and unfortunately, accessing professional advisory services grew even more difficult. Over the last few years, the number of financial advisers in the workforce has continued to trend downward in Australia, with statistics showing more than 2000 advisers have exited the industry this year alone. Before the Banking […]

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Why you should invest not splurge this holiday season

With Christmas comes big spending and an urge to pamper ourselves and our loved ones. Instead of blowing hard-earned money on expensive gifts and treats, opting for smaller thoughtful presents could put you in a great position to grow your wealth through investing. In a few years, you might be grateful you chose investing over […]

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Start at the end

Retirement miniseries – part 2 The first thing I do to help a client prepare for retirement is determine what they want that part of their life to look like. When I work with a client on a retirement plan, it’s a bottom-up approach. So imagine you’re 60 – what do you want your lifestyle […]

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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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