Our Views on the Markets and the Economy

Being cautious is usually sensible, but being overcautious can come at a cost. This was evident in 2019 as many investors remained on the side-lines – a period when they could have benefited healthily from putting their money to work.

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It’s not uncommon for organisations to allow families to club together to earn generous discounts: consider the Network Railcard, National Trust family memberships and the multi-user options on streaming service Netflix. Yet those who want to save or invest as a family have been poorly served by the traditional wealth management industry.

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What Makes Netwealth Different

For generations wealth managers have operated within a comfortable and unchallenged niche: they would invest money on behalf of their clients and update them of their progress once a year. A kind of “don’t bother us and we won’t bother you” approach to wealth management.

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For many investors, their main priority is to generate and sustain a consistent income. This is usually in retirement, but it can be valuable at any stage in life. Of course, having a regular income is one thing, but how do you ensure that you can make it last?

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‘Past performance is not an indicator of future returns’. We often see variants of this phrase in investment materials but it should not be viewed simply as legal gibberish – it should underpin how we think about investing. Nothing is guaranteed.

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Anything that makes personal finance easier is a bonus. A helpful way of thinking about our assets is to manage them across three hypothetical pots.

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How a Network Helps Families to Pay Lower Fees

It’s not uncommon for organisations to allow families to club together to earn generous discounts: consider the Network Railcard, National Trust family memberships and the multi-user options on streaming service Netflix. Yet those who want to save or invest as a family have been poorly served by the traditional wealth management industry.

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The Importance of Financial Education

To embark on any journey successfully usually requires a well thought out plan. If the destination is a comfortable financial future, we should have a good understanding of the best paths to take.

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Anything that makes personal finance easier is a bonus. A helpful way of thinking about our assets is to manage them across three hypothetical pots.

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Women & Wealth: No longer Just a Man’s Game?

It is 100 years since women earned the right to vote. Since then, progress has been steady with 56% of UK university admissions in 2017 being female, FTSE 350 boards having 25% female representation, a focus on gender balanced executive teams and finally a long overdue spotlight on the gender pay gap.

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