Intrinsic Asset Management - Australian Financial Advisors

The S&P 500 hit another record high this week!
Can this current Bull Market become the longest of all time?
Next month we will find out...

Intrinsic's certified planner, Justin Mulcahy shares his:
10 Tips to prepare for Retirement!
https://intrinsicasset.com.au/…/10tipst oprepareforretireme…/

Certified Financial Planner, Justin Mulcahy discusses:
• The ‘what, why and how’ of contributing to super • The role of franking credits • How to understand the financial papers
... In the August 2018 edition of the Intrinsic Asset Management Financial Planning newsletter.
https://intrinsicasset.com.au/…/08/08/f inplanningaugust2018/
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ATTENTION Mum's & Dad's - Would you like to help your Generation X, Y & Millennial children start an investment strategy to aid them in becoming financially independent?
One way, is to discuss with them the concepts around the info-gram below. Whether you get them on board or not, we can help you with the rest...

It's not always about "Investing" - Investing is just one tool used by a qualified Financial Planner to help individuals & families on the path to financial independence.
As a non-aligned Financial Advisory firm we can assist you with a lot more....

Good article covering the main points around why the majority of our client's portfolios have been raising cash levels of late.
It's very easy to Buy a stock, but it's almost impossible to Sell one!
When you think about it, how can you sell... if you don't know a stock has become overvalued?
... Like to know what your portfolio is truly worth, call us 1300 730 620.
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Just when you thought investing was easy to understand - you put your money into shares, property, fixed interest, cash etc... Your adviser starts talking about “investment styles”!
This article provides a clear explanation of different fund management investing styles covering Growth, Value, GARP and Neutral. It also briefly explains the difference between Active and Index fund managers.
https://intrinsicasset.com.au/…/whatwem eanbyinvestmentstyl…/

Intrinsic's Investment Strategy is to find discounted company stock, in quality businesses around the world, situations where we can buy a dollar for less than a dollar and where we are able to unlock this value.
We employ this strategy across a wide range of different asset classes, this is primarily how we lower our risk profile. We can also employ this strategy for you. Call 1300 730 620 to see how we can help.

The S&P/ ASX 200 index of Australian shares hit a 10-year record high of 6,249 this week.
Unless you were a valued client of ours, you would have hardly noticed!
The mainstream media are quick to tell you how much was wiped-off the market at any given time but fail to inform you of any positive moves share markets might make. The fact is good news doesn’t sell…
... One of our main goals is to educate our clients, to help them see through this short-term noise. Our purpose is to keep our clients focused on their long-term investment goals, this has always been the proven path to financial independence.
So next time you hear the mainstream media telling you how bad share markets are, use this to your advantage, why not give us a call 1300 730 620.
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Certified Financial Planner, Justin Mulcahy discusses: - Super in your 60s, it's not too late; The secret to 'living the dream' and a Quick Quiz - how much do you know about superannuation. In the June 2018 edition of the Intrinsic Asset Management Financial Planning newsletter...
https://intrinsicasset.com.au/2018/…/05 /finplanningjune2018/

This week the NASDAQ closed at a record high of 7,689.
With companies such as Apple, Amazon, Facebook, Microsoft, Google, Netflx, Paypal and Ebay within it, when you think about it, their ecosystems are interwoven into our lives on a daily basis.
With that thought in mind, where will the index and the companies within this index be in the next 5, 10, 15 years from now?
... It certainly makes sense to have exposure to these growing global companies within your asset allocation.
If it does makes sense we can help, these days it’s not as hard as you think to invest directly into global equities. We can make this a simple process for you!
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This is what we turned up to this morning at our Adviser Innovation Summit.....😂😂😂😳

From Times Square, New York City - Managing Directors and Private Wealth Advisers Justin Mulcahy & Ray Lenton discuss their key takeaways from Intrinsic's U.S Research trip last month.
https://vimeo.com/269460479

Over 65? Thinking of selling your home?
From 1 July 2018 you may be able to contribute up to $300,000 ($600,000 for a couple) from the proceeds of the sale of your home to your superannuation fund.
This incentive, known as the ‘downsizer contribution’, is part of a federal government program to improve housing affordability.
... It offers a further opportunity for some home sellers to benefit from the tax advantages associated with superannuation.
http://intrinsicasset.com.au/…/…/24/d ownsizehomeupsizesuper/
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Wealth Advisers Justin Mulcahy and Ray Lenton have put together a short video on their visit to the Trading Floor of the New York Stock Exchange earlier this month.
The insights, knowledge & experience compiled on these visits are invaluable not only to the advisers themselves but for the value add these trips bring to their clients, ultimately that is Justin & Ray's main priority.
If you would like to learn more on what Justin and Ray discovered on their recent trip, why not... give them a call, they would love the chance to discuss this with you. 1300 730 620.
https://vimeo.com/269114571
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Private Wealth Adviser, Justin Mulcahy discusses: - Get ready for 30 June - NOW! Boost your super before 30 June and Tax rules do not tread all income equally. In the May 2018 edition of the Intrinsic Asset Management Financial Planning newsletter...
http://intrinsicasset.com.au/2018/05/14/f inplanningmay2018/

Managing Directors Ray Lenton & Justin Mulcahy last week visited the New York Stock Exchange in NYC.
Their first visit to the Trading Floor was on the 1st May 2013, that morning the DOW Jones index of U.S. shares opened at 14,840.
Last night the DOW index closed at 24,714, an overall increase of around 66% - No matter what is said, "it's time in the market, rather than timing the market!"...