Objective-Based Investing (OBI for short) is an investment approach that seeks to align investments and portfolios with the client’s specific needs and objectives. The result is one or more customised portfolios each designed to achieve a specific desired outcome over a defined period with a high probability of success.
Profile Financial Services
Financial services royal commission: Fee for no service exposed
The early findings from the Financial Services Royal Commission makes for some interesting reading. While some of the news may not shock you, there are some key take ways that clients of financial planners should be critically assessing.
Philanthropic giving – Private Ancillary Fund (PAF)
This article on planned giving structures covers the most rewarding part of philanthropy – giving the money away! (Otherwise known as grant making). This covers grant making as it applies to a Private Ancillary Fund (PAF).
Philanthropic giving via private ancillary funds
A PAF is an efficient, satisfying and tax effective way to put a structure around philanthropy. It allows a donor to set aside capital to generate investment income for charitable purposes in perpetuity.
Aged care – what you should know
More people are living longer than ever before – and by 2060, a quarter of all Australians will be aged over 65. Our Aged Care system needs to keep changing to accommodate the growing demands of an ageing population.
73% of Australians making a charitable donation
Many people involved in philanthropy give little or no money but rather volunteer their time and expertise in their local community or to a charity.
An estate plan that stands the test of time
If you are a person who has achieved a stage of financial independence, it is vital that you have an effective Estate Plan to protect you and your family.
Building an objectives-based investment strategy
Objective-Based Investing (OBI) is an investment approach that seeks to align investments and portfolios with the client’s specific needs and objectives.