Cost V Value
Senior Investment Adviser Brendon Gleeson from the GP Wealth Team, explaining the cost of financial advice and the value of having personalised advice adds to investors portfolios.
While global investors focus on technology giants, Australia’s AI opportunity is emerging through the real economy. From data centres and energy infrastructure to critical minerals and industrial services, AI is driving one of the country’s largest investment cycles since the mining boom. Discover the sectors, companies, and structural trends shaping the next phase of growth for sophisticated investors.
A recap of Shaw and Partners GP Wealth’s Boardroom Lunch with Five V Capital, covering mid market private equity, the Horizons Fund strategy, and the role of active ownership in private markets.
The 2026 Federal Budget flags the biggest shake-up to capital gains tax, negative gearing and discretionary trust taxation in years. From 1 July 2027, the 50% CGT discount is set to be replaced by CPI indexation plus a 30% minimum tax rate, while negative gearing on residential property is expected to be limited largely to new builds (with grandfathering for existing holdings). From 1 July 2028, discretionary trusts may face a 30% minimum rate with credits to beneficiaries—changing how low-tax beneficiaries benefit.
April delivered a tale of two markets: global equities surged on an AI and semiconductor-led rally while the ASX 200 lagged as inflation re-accelerated and the RBA tightened again. This snapshot covers rates, earnings revisions, energy risks and key catalysts ahead.
Cost V Value
Senior Investment Adviser Brendon Gleeson from the GP Wealth Team, explaining the cost of financial advice and the value of having personalised advice adds to investors portfolios.
GP Wealth Team members Brendon & Barton run through some commonly asked questions around the financial planning process.
Explanation on how the process is personalised for each client to meet their goals and objectives.
They also discuss the four key areas and fundamentals of the financial planning process and their importance.
Brendon Gleeson from the GP Wealth Team, giving an over view as to why our Investment & Strategy model differs from the rest.