Search Results for:

5 Reasons Why Managed Funds Outperform Individual Assets in Investing Investing your money can be a daunting task, especially if you are new to the investment world. One question that often arises is whether it’s better to invest in individual assets or managed funds. While both options have their advantages and disadvantages, in this article, we will explore the benefits of investing in managed funds over individual assets.   What are managed Funds Managed funds, also known as mutual funds, are investment vehicles that pool money from multiple investors to purchase a diverse range of assets such as stocks, bonds, and real estate. The fund is managed by a professional fund manager who makes investment decisions on behalf…

Cryptocurrency Regulation in Australia Status and Impact Crypto Regulation in Australia Cryptocurrencies and Decentralised Finance (DeFi) are the new frontier for investors and their advisors. In this article, we discuss the rapidly evolving regulation and what the near future could hold for investors.    Current Status Many investors are surprised to learn how proactive the Australian Government has been in this space. Let’s have a look at where we’re up to and what’s in the pipeline.     ASIC Australian Securities and Investments Commission (ASIC) has issued a number of guidances on cryptocurrencies, and it has also taken enforcement action against companies that have engaged in misleading or deceptive conduct in relation to cryptocurrencies.  Crypto-assets | ASIC   AUSTRAC…

CFP REPORT Q4 FY23 This fascinating report reveals the greatest frustrations and concerns Brisbane CFPs have with Fund Managers and BDMs. I’m talking with Fund Managers about how to grow investment revenue using these insights to improve service levels to CFPs.  Contact Patrick About Patrick Contact Book a free 15 minute discovery call with me to see what value I can bring to your business and establish if we’re a good fit to work together. Location Brisbane Queensland Australia High YeildStrong GrowthLow Cost Great Support Accurate InformationNo advice* FUND MANAGER REPORT OPPORTUNITIES FOR IMPROVEMENT WHAT CFPs WANT FROM A FUND MANAGER CFPs Top 10 Frustrations with Fund Managers Inexperienced. A lack of stability in the management team and…

Patrick Woodcraft Wholesale Investment Specialist Contact Book a free 15 minute discovery call with me to see what value I can bring to your business and establish if we’re a good fit to work together. Location Brisbane Queensland Australia High YeildStrong GrowthLow Cost Great Support Accurate InformationNo advice* Executive Brief CV Professional Bio Personal Bio Contact Executive Brief A few years ago, this question got a hold of me… “What if I could combine my passion for investing with my extensive sales experience?” I’m doing quite well where I am so I tried to ignore it but it wouldn’t let me go. As I started to accept the idea, the question began to evolve… Now I’m asking myself……

Cryptocurrency The New Investment Frontier for Certified Financial Planners The best Financial Advisors are constantly on the lookout for better ways to help clients grow wealth and produce income. In recent years, cryptocurrency has gained significant attention for its remarkable volatility and growth. In this article, we explore this new, exciting, volatile but still widely misunderstood asset class.      VOLATILITY & GROWTH Cryptocurrencies, such as Bitcoin and Ethereum, have been making headlines for their rapid growth. In the last 6 years, Bitcoin has grown from under US$1,200 to now over US$30,000. That’s over 2,500% growth. Not to be outdone, in the same period, Ethereum has gone from under US$50 to well over $2,000, a staggering 4,282% increase.…