investment strategy Archive

Strategic Financial Advice

The bucket strategy divides retirement savings into short, medium, and long-term investments, helping retirees manage risk and make their money last longer.

Strategic Financial Advice

A geared share fund amplifies investment returns—both positive and negative. This guide explains how it works, its risks, and its role in a long-term portfolio.

Strategic Financial Advice

Considering bonds for your portfolio? Discover the benefits and risks of bond investments and how interest rates impact their value. Learn why bonds can be a stable income source and help diversify your investments.

Strategic Financial Advice

Discover why it's essential to reassess your asset allocation. While cash has been a top performer, changing interest rates and inflation trends suggest it might be time to consider bonds for long-term growth.

Strategic Financial Advice

Discover the benefits of protecting overseas investments with hedging. Learn how currency hedging can offset foreign exchange risks and improve the stability of your global investment returns.

Strategic Financial Advice

Risk appetite defines your willingness to accept potential losses for investment gains. Discover how understanding your risk profile can guide your financial decisions and help achieve your investment goals

Why you landed here

Phillip Anthony Partners joins Paris Financial East Melbourne

We are pleased to share that the team at Phillip Anthony Partners have merged with Paris Financial. Our team at Paris Financial can provide you with a large range of quality financial services with over 65 people located across two convenient locations in Blackburn and East Melbourne.

Paris Financial shares the same philosophy as Phillip Anthony Partners of providing a value focused and high quality service for each of our clients. We look forward to assisting with your accounting needs.