In this premiere episode of The Investment Series, Fund Managers Simon Marais, Greg Paramor and Jeff Brunton pitch their philosophies and their funds to our Guardians research house heavyweights.
Following on from the Fund Managers pitches, the Guardians give their feedback to industry experts Simon Marais, Greg Paramor and Jeff Brunton. They ask some tough questions and also shed light on some of the benefits of each of the funds.
In this episode of The Investment Series we meet Fund Managers Michael Price, Tracey McNaughton and Bill Priest as they pitch their different funds to our Guardians. See them showcase the merit of each of their investment philosophies and what they have to offer.
Find out what the Guardians had to say in response to our three new Fund Managers pitches. Michael Price, Tracey McNaughton and Bill Priest welcome their questions and explain in more detail how each of their investment philosophies can benefit the investor.
Learn how to change your financial future in less than 30 minutes. Meet recently retired businesswoman Maria and follow her journey as she investigates the merits of three different investment products with the help of her adviser. The pair explores the differing opportunities investing in emerging markets, Australian shares and infrastructure funds can provide, whether or not these are suitable for a retiree like Maria, and how they might fit into an investment portfolio.
How can investors know if a product is right for them? Investor Maria continues her journey to create wealth in retirement and make an informed decision on where to invest her savings. The show’s guardians, three industry experts who assess distinct investment products, examine the three funds which Maria was introduced to previously and grill each fund’s manager. Maria and her adviser watch as their questions about emerging markets, Australian shares and infrastructure assets are answered by the fund managers. This knowledge then helps Maria to determine what products could best suit her retirement goals.
Follow real life investor Bruce’s journey as he explores which investment options can provide recent retirees, like himself, with peace of mind in their golden years. In this episode, three fund managers pitch their investment products to Bruce, who reviews them with the help of his financial planner to determine which ones might be best suited to an investor entering the retirement phase. The pair explores the benefits of both Australian and international shares and Bruce learns about a contrarian approach to investing.
Investor Bruce continues his journey to assess the suitability of different investment products in retirement. In this episode, he’s helped out by our guardians: research house heavyweights, who grill the fund managers on the specifics of their investment products. Take a front row seat as these leading industry experts assess and review Australian share funds and international share funds and products to help Bruce make the best decision for his retirement.
Australians have long had a love affair with property, however it is possible to have too much of a good thing. In the final chapter of The Investment Series, investor Ross evaluates new options to diversify his portfolio and mitigate risk by exploring investments outside of property. With the help of his financial adviser, Ross learns about the philosophies between different investment types, including volatility, international shares, Australian shares, and alternatives.
In The Investment Series finale, the guardians examine the propositions of three different fund managers to address the key concerns of our investor. Ross is heavily exposed to property and wants to diversify away and invest in other asset classes to secure his financial future but what does he need to invest in to achieve real diversification? This episode will explore Australian shares, accessing long-term returns through volatility and investing in alternatives.
Learn to think like an investor to achieve the life of your dreams. Hear from elite money managers around the globe and follow real life investor Trent’s journey towards his dream home and setting his kids up for the future. Supported by his financial planner, Trent finds out how he makes money decisions through a game created by leading data scientists. Equipped with his own investment philosophy, Trent uncovers the philosophies behind different investment types, including contrarian investing, alternative investments and ethical investing.
Success with investing comes from staying true to your philosophy. Investor Trent continues his journey towards his wealth goals and takes a front row seat as leading money managers from around the globe pitch their investment philosophies. Trent watches on as the Guardians, three heavyweights of the investment industry, ask the fund managers all the big questions to help Trent think like an investor should. Together with his financial adviser, Trent gets a closer insight into contrarian approaches to investing, ethical investing, alternative asset classes and investing in private markets.
Follow real life investor Jo’s journey towards giving her kids choices in education and setting up a family holiday home, along with balancing a brand new business. Supported by her financial planner, Jo learns the steps to thinking like an investor should and elite money managers from around the globe share their stories. She also discovers her own investment philosophy through a game developed by leading data scientists. With her investment philosophy mapped out, Jo looks at the philosophies behind a range of investment types, including fixed income investments, global equities and commercial property investments.
Investor Jo continues her journey towards her wealth goals and takes a front row seat as elite money managers from around the globe pitch their investment philosophies. Jo watches the Guardians, three heavyweights of the investment industry, grill the fund managers with important questions to help her make the right decisions for her future. Accompanied by her financial adviser, Jo gains an understanding of how different investment philosophies work in practice, including a disciplined approach with fixed income and investment bonds, a contrarian way of investing in global equities and a focus on commercial property investments.
Follow real life investor Stephen’s journey towards winding down for retirement and funding a travel lifestyle, all while supporting his kids and aging parents. Together with his financial planner, Stephen finds his own investment philosophy with the help of a game created by leading data scientists. With his investment philosophy down on paper, he hears from elite money managers from around the world and uncovers the philosophies behind a range of investment types, including global equities, exchange traded funds and an eclectic approach to investing that involves shorting the market.
Investor Stephen continues his journey towards his wealth goals and takes a front row seat as elite money managers from around the globe pitch their investment philosophies. Stephen watches on as the Guardians, three heavyweights of the investment industry, grill the fund managers with important questions to help him think like an investor should. Along with his financial adviser, Stephen gains insight into how a range of investment philosophies work in practice, including value investing with global equities, exchange traded funds for Australian investors and a hybrid, 'long-short' approach to investing.
Most Aussies think owning a property will underpin their ability to retire. Soap star Blair McDonough did too. The Aussie celeb quickly realises with The Money Masters' help that he will need to reinvent what financial success looks like. In this first episode, financial adviser Simon Clifford helps Blair to cost out his dream and explore his income and investment options.
Investing in property is not always the silver bullet you may think it will be. It certainly wasn’t for Aussie celeb Blair McDonough who, with the help of The Money Masters, realised he needed to broaden his investment horizons.
Relying on property as a majority investment strategy could lead many Aussies down the path of financial ruin, former Neighbours star Blair McDonough included. He initially thought property investment would be his golden ticket to financial security, but The Money Masters helped him see why he needed to diversify and consider the value of shares and international markets to reach his investment goals
It’s crunch time for our celebrity investor Blair McDonough who, with the help of the Money Masters, has realised just how much is at stake. This week, he learns that true value goes deeper than share price and why he needs to adjust his investment strategy. He also discovers the value of insurance and the peace of mind it could offer him and his family.
Celeb investor Blair McDonough has come a long way since starting out on his investment journey. He’s now more sophisticated and confident, and is keen to explore different ways to diversify his portfolio. This week he meets Joel Fleming of UBS Asset Management who helps him to think outside of the box when looking for the next big thing to boost his investment returns. He also gains a greater appreciation for balancing risk and gets a sense of how emerging markets could add value to his portfolio.
In only a few short weeks, celeb investor Blair McDonough has gone from financial novice to informed investor. He’s now ready to explore different investment strategies and put his financial plan into action. In our final episode, Blair meets contrarian investor Graeme Forster of Orbis Investments who shows him there’s another way to approach investing over the long term.