HLB Mann Judd Wealth
@HLBMJ_WealthExperienced accountants and professional wealth advisers. We help design, build, manage & protect your wealth. Australia wide. #GetAPlan Tweets are not advice
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‘Talking Personal Wealth Management’ This podcast series delivered by the HLB Mann Judd Sydney team will help you understand more about #wealth & #finance Simply search 'Talking Personal Wealth Management' on your favorite podcast streaming platform.
Sad day - a co-creator of the best #investment #finance newsletter in Oz. #RIP @GrahamHand1 @FirstlinksAus @JamesGruber11 @MstarAus @ChrisCuffe firstlinks.com.au/vale-graham-ha…
The housing #property market faces challenges, all connected & making the problem worse + the Role of #Homeownership in Facilitation of the gr8 #Australian Dream, achieving Middle-class Status is deeply rooted in our history. @FirstlinksAus @NoelWhittaker firstlinks.com.au/coalitions-sup…
Harsh reality of aging #Cognitive decline, #succession #estate planning and the need for a power of #attorney. #GetAPlan @JamesGruber11 @FirstlinksAus firstlinks.com.au/welcome-firstl…
Thought provoking @FirstlinksAus @JamesGruber11 A recognition that we won’t be around forever what we’ll leave behind. Our #legacy, so to speak? Have had a few clients pass this year including one yesterday #RIP Leon Fourie firstlinks.com.au/what-will-be-y…
Interesting discussion @JamesGruber11 @FirstlinksAus We often think of #wealth as #money, but true wealth encompasses more. Dennis Jaffe’s framework of the 6 Dimensions of Wealth expands the concept of #wealth and #capital beyond just #financial #assets firstlinks.com.au/preserving-wea…
Geopolitical Risk is elevated. How to #Invest when it is - a strategy to consider: @FirstlinksAus @GOLDCOUNCIL #Gold firstlinks.com.au/place-gold-por…
Cliff Asness & The Less-Efficient Market Hypothesis. Asness outlines why he thinks the #sharemarket #ValueInvesting has become less efficient during his 34 year career @AQRCapital & what investors can do about + commentary @JamesGruber11 @FirstlinksAus firstlinks.com.au/legendary-inve…
Couple of things @JamesGruber11 @FirstlinksAus Unlisted Assets? + Determinants of Portfolio Performance (1986), Brinson, Hood & Beebower - "asset allocation accounts for 94% the variation in portfolio returns, with market-timing and security selection 6%" firstlinks.com.au/challenges-bui…
To be debated this week #Superannuation #Tax #Division293, here is a strategy to consider Transition to Retirement #TRIS @FirstlinksAus @HLB_MannJudd – firstlinks.com.au/tris-help-keep…
The guru @HowardMarksBook @Oaktree @FinancialReview "most important thing ... when #investing ... is to be in the market on a steady basis – and not screw it up. If you get in, get out; get in, get out you’re unlikely to have a #return on all that energy.” afr.com/chanticleer/wh…
Where is #passive Vs #active #investing at? #Finance 202 with Emma from GlobalValueFund via @FirstlinksAus firstlinks.com.au/passive-invest…
#Investing & the 5 types of #investors via The Art of Execution by Lee Freeman Shor, which one are you? @JamesGruber11 @FirstlinksAus firstlinks.com.au/right-versus-m…
What can improve the probabilities of building #wealth? As with our health, the answer usually revolves around what is sustainable, or timeless. #Investing101 #Finance @JamesGruber11 @MstarAus @FirstlinksAus firstlinks.com.au/iron-law-build…
An #inspirational read @InQldMedia as per usual @ThirdHalf_ inqld.com.au/insights/2024/…
Gr8 article @FirstlinksAus thanks @HeffronMeg @HeffronSMSF - the mechanics behind #superannuation #Division296 #$3million super tax Please note 3 taxes in #Super fund tax, maybe an estate tax and IF APPLICABLE now #Division #296 (is it even legislation?) firstlinks.com.au/meg-on-smsfs-c…
#Finance101 Trying to #save? Pay in #cash #costofliving @FirstlinksAus @ConversationEDU firstlinks.com.au/trying-save-mo…
Interesting read #asx #share @StockheadAU stockhead.com.au/experts/barry-…
#HLB2024 @HLB_MannJudd @HLBI Conference 24 @BernardSalt - the IDEAL house: Bit land 550sqm, 3beds - 6 pillows, 2 Bath, Gym/Garage and a #Zoom Room plus living area at back.... #FETA in the fridge........mill around the ceasarstone bench with German tap wear + ALFRESCO LIVING.....
#HLB2024 @HLB_MannJudd @HLBI Conference 24 keynote @BernardSalt Where is the job growth? Carer #NDIS #JOBS
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