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Falconer Advisers Newsletter July 2020

Falconer Advisers Newsletter July 2020

Welcome to the latest edition of our newsletter. Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want – now and in the...

Falconer Advisers Winter Newsletter 2020

Falconer Advisers Winter Newsletter 2020

Welcome to the latest edition of our winter newsletter. Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want – now and...

Newsletter June 2020

Newsletter June 2020

June 2020 Welcome to our June Newsletter. Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want – now and in the future....

Be patient and stay the course.

Be patient and stay the course.

In our work for you this week we have put together a basic summary of the crisis so far and an update on what we are focused on for you. Please note this commentary is about investments so we have refrained from writing about the unfortunate human impact. That impact...

Autumn 2020

Autumn 2020

After an unprecedented summer of bushfires, we hope that Autumn brings cooler temperatures and…

Remain calm when the panic sets in.

Remain calm when the panic sets in.

The coronavirus impact on our investment decision making for you. Prior to the recent coronavirus (COVID-19) outbreak we had expected global markets, led primarily by the US, to enjoy some economic benefits in the second half of this year. Without going into the...

Summer 2019

Summer 2019

December is here which marks the official start to summer. Unfortunately, the bush fire season is already underway. We would like to take this opportunity to express our heartfelt thanks to the firefighters, emergency services personnel and community members who have...

The right way to leave your legacy

The right way to leave your legacy

  Very few people like to deliberately think about and plan for life after they die. However, failure to do so means their beneficiaries may suffer financial loss because the Estate isn't structured the right way or there's emotional turmoil due to the Estate...

"I have been proud to have been taking care of my own financial arrangements for many years but was genuinely surprised at what I didn’t know after taking advice from my wealth management team at Falconer. Good advice doesn’t come free but once you are able to see how increased returns rapidly overtake the modest costs, you will never look back."

John Green

"Over the past 5 years we have relied on Robert Falconer and his team to provide us with professional and up to date advice about our financial affairs. This has been particularly important in the dynamic and sometimes uncertain economic conditions of the past few years. We would highly recommend Robert Falconer and his hard working team to anyone (and we have) who are looking for a financial advisor of his calibre."

Susan and Daniel Feldman

"Falconer has always and at any time provided solid and friendly advice, reassurance when the market is on the decline and thorough planning for the future during retirement. The knowledge that there is a competent team with my interests in mind achieving the best result now and in the future is comforting. Thank you Falconer."

Mike Fishburn

"Our relationship with Falconer started in 1998 with the setting of goals and objectives that suited our personal requirements with a view to taking an early retirement. An important aspect of our dealing with Falconer is their ability to communicate with us in terminology we understand and always being available for advice on anything of a financial nature."

John and Janet Grubb

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