Advice Archives — Andrew Rowan Wealth Management

Advice Finance Investment Lifestyle Pension Retirement Savings Superannuation

May 4, 2021

Patience Pays Off for Value Investors

“Sure enough, even waiting will end…if you can just wait long enough.” That quote from the great American novelist William Faulkner may be striking a chord with value investors right now after the value premium…

Andrew Rowan

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Advice Finance Investment Personal Finance Retirement Savings Superannuation

April 19, 2021

The Randomness of Global Equity Returns

Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.1 If you listen to the news, however, some countries may seem like better places to invest than others…

Andrew Rowan

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Advice Superannuation

July 26, 2019

Self-managed super funds (SMSFs): Sector insights

Are you looking for a broad overview of the existing self-managed super fund (SMSF) sector? In this article, we provide you with SMSF insights to help you get up to speed. Written and accurate as…

Andrew Rowan

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Advice Insurance Personal Finance

May 6, 2019

Needs analysis: Linked personal insurance policies

A needs analysis can be an important initial step in the establishment of an appropriate personal insurance plan. In this article, we explore needs analysis and linked personal insurance policies. Written and accurate as at:…

Andrew Rowan

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Finance Insurance Personal Finance

March 15, 2019

Personal Insurances: Insurance Premium Variables

Insurance premiums can vary considerably from one person to the next due to the diverse range of variables at play. In this article, we explore several of these variables via a case study. Written and…

Andrew Rowan

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Advice Featured Household Expenses

March 15, 2019

Household Finances: Personal Financial Statements

Proper, ongoing management accounting is crucial for running a successful, long-term business. This is the same for your personal accounting. In this article, we explore personal financial statements. Written and accurate as at: 12 Mar…

Andrew Rowan

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Advice Finance Life

February 15, 2019

Life event: Helpful tips to save for a home deposit

For first homebuyers especially, saving for a home deposit can often take a considerable amount of time and effort. In this article, we offer some helpful tips. Written and accurate as at: 13 Feb 2019…

Andrew Rowan

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Insurance Video

February 15, 2019

Personal insurances: Managing risk

Written and accurate as at: 13 Feb 2019 When you envision the path required to achieve your financial goals and objectives, there is probably no doubt in your mind that it won’t always be smooth…

Andrew Rowan

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Advice Life

January 14, 2019

The personal finance roadmap and the age of distractions

In our daily lives, we are constantly confronted with consumer-based distractions of a predominantly ‘want purchase’ nature. As a result, staying on the path towards the achievement of your financial goals and objectives can sometimes…

Andrew Rowan

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Advice Life

January 9, 2019

The Art of Reflection and Time Management

How you decide to spend your time can affect your ability to achieve your goals and objectives. In this article, we explore the importance of reflection on your current time management. “Life is a journey,…

Andrew Rowan

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Patience Pays Off for Value Investors

The Randomness of Global Equity Returns

Self-managed super funds (SMSFs): Sector insights

Needs analysis: Linked personal insurance policies

Personal Insurances: Insurance Premium Variables

Household Finances: Personal Financial Statements

Life event: Helpful tips to save for a home deposit

Personal insurances: Managing risk

The personal finance roadmap and the age of distractions

The Art of Reflection and Time Management

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