Jonathan Philpot

Jonathan Philpot joined HLB Mann Judd Sydney in 1995, becoming a director in 2007 and partner in 2009. He has particular expertise in investment markets and family wealth. Jonathan is a certified financial planner, holding a diploma of financial planning. He is a member of the Institute of Chartered Accountants in Australia and the Financial Advice Association Australia. Connect with Jonathan Philpot on LinkedIn.


21 results for Jonathan Philpot:

The property myth that made Australians rich

Think property made Australians rich? It wasn't bricks and mortar that built fortunes, it was leverage. And it's becoming harder to use.

The simple change that could leave you 35% richer in retirement

A small change to your super investment strategy could leave you with 35% more in retirement. Here's why your fund's default option may not be right for you.

Why wars rarely derail share markets long term

War is dominating headlines, but history shows investors who sell on fear usually regret it. Markets tend to recover faster than expected.

Volatility vs risk: How to read reporting season

ASX reporting season is noisy - but is volatility really something to fear? Here's what to focus on instead.

Should your New Year’s resolution be leaving your super alone?

Tempted to tinker with your superannuation investment settings? It's a move that comes with risk.

Is gold still a safe haven or just a shiny bubble?

The gold price has doubled in two years - but is it still a safe haven, or are we in a bubble? Here's what history tells us about buying gold near its peak.

Double down on long term strategy not market noise

AI, tech giants, and Aussie banks dominate headlines - but smart investing isn't about chasing what's hot today.

Private credit: Is it really worth the risk?

Too often investors just look at a headline interest rate, think it looks good, and invest. And looking under the bonnet isn't easy with private credit.

Why the latest market volatility is a lesson in being patient

Second-guessing your investments? Stick to your plan. Selling shares and changing how your super is invested now could mean locking in losses.

What you need to consider before selling shares

There's an expression that 'markets climb up mountains but fall off cliffs'. These drops - like the GFC - might not look like much but for those who lived it, it was unforgettable.
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