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.
Why it’s time to reconsider your exposure to the Big Four banks
CBA and Westpac are up more than 50%, and ANZ and NAB up more than 30% in the past year. These are not normal 12-month returns from the banks.
How to invest for your life stage
How you invest early in your career is different than when you're nearing retirement. Here's how to make the most of your money at each stage of life.
Why falling interest rates would be good news for most investors
Potential interest rate cuts by early next year would be a big relief for those with large mortgages. Cash rate cuts would also be good news for most investors.
Why you shouldn’t wish away market volatility
History shows that after every single market crisis that has ever occurred, the share market has recovered and gone onto new highs.
Don’t focus on the wrong superannuation number
While it is always encouraging to see people take an interest in their super, it is important not to focus on the wrong numbers.
Property spared as rate rises hit sharemarket
A slew of interest rate rises has unequivocally impacted the sharemarket but have yet to make a dent on local property prices. But will stocks shine long-term?
Why term deposit rates are about to stall
The end of the interest rate hike cycle is near, meaning term deposits will not rise much further than current rates.
Why Aussie investors should think ahead
After the initial COVID-19 lockdowns in March 2020, no-one could have predicted the share market would rise by 37% over the next 12 months.
The truth about renting in your 60s
Couples who rent in retirement will need more than $1 million in assets, half a million more than debt-free homeowners, according to new research.
Should I start a transition to retirement pension?
Should I start a transition to retirement (TTR) pension in case they're scrapped? Jonathan Philpot from HLB Mann Judd answers this very important question.
