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Concept Financial Group
  • About Us
  • Services
    • Investment Advice and Portfolio Management
    • Cash Flow Management
    • Insurance Advice
    • Superannuation
    • SMSF
    • Retirement Planning
    • Aged Care
    • Centrelink Assistance
  • Latest News
  • Contact Us

Concept Financial Group

Nine bad habits of ineffective investors: common mistakes investors make

by Concept Financial Group

Introduction In the confusing and often seemingly illogical world of investing, investors often make various mistakes that keep them from reaching their financial  goals. This note takes a look at the nine …

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AI and bank shares push super balances higher in 2024

by Concept Financial Group

Superannuation funds have recorded another impressive year of returns for members with international technology and Australian banking shares driving above average returns over 2024. Concerns over inflation caused a slow start to …

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What is a distribution?

by Concept Financial Group

A managed fund generates income from its investments – for example, through share dividends, interest on cash or fixed interest investments in the fund, or any gains made when fund investments (like …

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How do hedge funds work in a volatile market?

by Concept Financial Group

While an exposure to hedge funds can provide a lift to a portfolio’s performance, they also offer the potential to generate high returns… at a risk. What’s a hedge fund and how …

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Ever thought of investing in essential services?

by Concept Financial Group

Investing in infrastructure is about investing in the companies that provide essential services to society and earning predictable, reliable returns in the process. More than 350 infrastructure and utility companies are listed …

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Economic and market overview November 2024

by Concept Financial Group

Investors maintained a healthy risk appetite for much of October, which enabled major share markets to make further progress. Movements in the US set the tone, with the S&P 500 Index rising …

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As value outperforms again, is your portfolio ready?

by Concept Financial Group

As value returns to market favour it’s time to check in on your portfolio – but not all value exposure is created equal. A notable comeback in value stocks over the past …

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Five signs you may need a financial adviser

by Concept Financial Group

You don’t have time When you’re juggling your job with your personal and family life, it can be challenging to carve out time in your schedule to really sit down with your …

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Caring for ageing parents

by Concept Financial Group

Some of us may help provide assistance to our ageing parents or other relatives in the future. That time may bring a range of emotional and physical challenges. Planning ahead may help …

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Navigating the transition to a successful retirement

by Concept Financial Group

Just as it is vital to invest in the financial planning, retirement planning must also focus on that other precious commodity – time. We live in an era of increasing longevity, and …

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