MANAGING PARTNER
Tim Whybourne
Bachelor of Agricultural Economics
Chartered Financial Analyst (CFA), ASIC RG146 Compliant in margin lending, securities and superannuation, ADA 1 & 2, Foreign Exchange, Diploma of Financial Planning, member of financial planning association (FPA)
Young Entrepreneur of the Year Finalist 2022
Advisor of the year award finalist 2022 (IFA excellence awards)
Tim has more than 15 years’ experience at the sharp end of financial services and planning. His clients understand and value his deadline-focused, committed approach to the management of their investment affairs.
He uses his knowledge in portfolio management and financial advice, experience, and leadership skills to deliver meticulous and creative solutions in his work.
His experience has been garnered from more than a decade in financial services including CommSec, FP Markets, UBS Wealth, and Morgan Stanley.Tim and his wife Anna, a family law barrister, have two young boys and a friendly King Charles Spaniel.
News
Exploring the Growing Appeal of Alternative Investments in Australia
Managing Partner Tim Whybourne shares his insights on the rising popularity of alternative investments on ausbiz.
Insights
The Million Dollar Trade I Missed and Why it is Not Too Late
Looking back, one of my biggest regrets is the million dollar trade I missed in not buying Bitcoin in 2012.
Insights
Back to the future
The rate of change has accelerated, and we are in the midst of a digital revolution. A revolution that will have profound impacts
Insights
Don’t be your own worst enemy
“The investors chief problem, and even his worst enemy, is likely to be himself”. – Benjamin Graham
Insights
Investing in Super vs Outside of Super
We recently had our 2022 planning session at our offices where we sat down and spoke about the year that was and our plans for 202
Podcast
Major General (Retd) Fergus (Gus) McLachlan AO
On this week's show we had the great privilege of sitting down with Major General (Retd) Fergus (Gus) McLachlan AO.
Insights
In investing, what is comfortable is rarely profitable
I think this is so true in everything we do in life. Most things worth doing in life are not easy, ask…
News
Morgan Stanley duo establishes advice boutique
Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients.
Insights
Dove or Hawk? I don’t really care
As the year 2022 played out, every asset class fell in value. Significantly. I emphasise ‘every’ asset – as this is a...
Insights
Making the Right Investments with the Right Financial Adviser
I have been in the industry for 15 years now and over that time I have worked at a number of different firms. I have met hundreds
Insights
Smile like you mean it
What a year 2020 was. It was the worst global pandemic since the Spanish flu 102 years ago and will no doubt make up an intere…
Insights
It's good to feel uncomfortable
A client recently asked me to describe the last few years of investing. With one word. The word that came to mind was rollercoaste
Insights
Has the Private Credit ship sailed?
As rates escalated aggressively in 2022, so did the opportunity set for private credit. Liquidity tightened. Growth assets decline
Insights
Selling a Business the Right Way
I grew up in Sydney, in the Eastern Suburbs. My family was supported by my father, a builder, who worked incredibly hard his whole
Insights
The Next-Generation Family Office
Why younger wealth creators are rethinking traditional models
Insights
Understanding Long-Term Investing: The Reality of Price, Value, and Earnings Growth Beyond Short-Term Noise.
“The stock market is designed to transfer money from the active to the patient.”
Warren Buffett
Insights
The Power of Diversification
When we think about companies raising money, there are two types of ways they can do this.
Insights
Game Plan: Inflation – A body shot or a knockout?
Great sportsmen and women are often praised for their remarkable strength, athleticism, and determination, but rarely their minds.
Insights
Measuring Investment Risk: Volatility, Liquidity & Private Market Risk for High-Net-Wealth Investors
True risk isn’t just numbers. Explore how investors can better assess and manage it.
Insights
Speculation is the Mother of all Evil
Trying to trade this market is trying to predict the psychology of Donald Trump: erratic, attention-grabbing, and entirely .....
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Insights
Finding Focus in Volatility
In this note, I will reflect on the market volatility of this week, the probability of a US recession, and what a recession means
Insights
This isn't 2008
Heightened volatility has been the cost of doing business with financial markets for the better part of 18 months.
Insights
Beyond the Noise: Positioning for Growth Amid Trump Tariffs and Recession Fears
Trump’s recent tariff announcements have sent shockwaves through the markets, with the S&P 500 and Nasdaq sliding....
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