client experience

New Reporting Statement
May 12, 2020

Monthly Reporting

a Note from the Salvo Team As you know, we send out monthly investment statements to all of our investors. We are…

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steady investors
October 22, 2019

a lesson from steady investors

Women outperform men by 1.8% when it comes to investment performance, according to a 2018 study by the Warwick Business School. The study…

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insurance
June 27, 2019

Your age vs. Your Insurance

What’s age got to do with insurance? A lot actually. How it affects your insurance tends to depend on the type of…

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investment behaviour
May 22, 2019

How much is your investment behaviour costing you?

It may seem like a reasonable response to move out of investments that are underperforming into those that are outperforming, but this…

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three factors
May 14, 2019

The three factors that will determine your future wealth

Saving enough for retirement can seem like a daunting and complex problem. However, there are really only three things that investors have…

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April 23, 2019

Knowing your locus of control

How you can influence your investment outcomes – After an undeniably tough 2018, the local market staged a turnaround during the first…

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tax
February 19, 2019

Your Financial Year Checklist

The current 2018/2019 tax year is ending on 28 February 2019. During this time, it is important to remember to make use…

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October 2, 2018

Your financial planning Journey

Financial Planning is an ongoing process to help you make sensible decisions about your money, and the journey begins with helping you…

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September 20, 2018

Prioritise your loved ones

SEPTEMBER is National Wills month – consider taking advantage of the offer to get your Last Will and Testament (Will) drafted. It’s…

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April 9, 2018

Why cash can be the riskiest asset of all

When you consider the biggest risk to your wealth – Every investor would have heard of equity and listed property referred to…

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