Tax Planning
Senior Investment Adviser Brendon Gleeson discussing the importance of tax planning.
The RBA has lifted the cash rate to 4.60%, its highest since 2011, and we expect one final move in November. History says investors start to look through the rate pain at this point, but we think that’s only half right this time. Here’s where we’d rebuild exposure selectively, and why Energy, Insurance and Real Estate have moved up.
Why might interest rates stay higher for longer? Watch Chris Joye of Coolabah Capital discuss housing, bank stocks, AI and inflation, and why preserving wealth matters as much as growing it.
Markets sit near record highs, but oil, bond yields and the AI investment boom are shifting beneath the surface. GP Wealth examines the trends driving markets — and why quality businesses and hard assets like gold and energy remain core to long-term wealth.
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.
Senior Investment Adviser Brendon Gleeson discussing the importance of tax planning.
Private Wealth Adviser Barton Lynch and Josh Manning, Founder and portfolio manager of Manning Asset management, discussing the Manning Income fund and its performance since inception.
Manning Asset Management is a specialist Fixed Income fund manager whose sole focus is the delivery of a strong and regular income stream to its investors through the economic cycle.
Their strategy is simple: aim to be the leading fund manager in the Fixed Income asset class. With over 100 years of collective credit, legal, risk management, debt markets and investment management experience combined with a well-defined governance structure, their team is ready to extract maximum value from the market for clients.
Manning Asset Management is the investment manager for the Manning Monthly Income Fund (the Fund), and the Manning Credit Opportunities Fund Series 1, both Australian domiciled unregistered unit trusts.
Private Wealth Adviser Barton Lynch and Executive Director Jenna Labib explaining the different types of bonds available for Investors and their benefits.
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.