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.
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
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
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
Are we there yet?
“The investors chief problem, and even his worst enemy, is likely to be himself”. – Benjamin Graham
Podcast
Susanne Bransgrove (Founder Liquid Gold Consultants) - Family Business Succession, The Discussion You NEED To Have Now
In today’s episode Managing partner Tim Whybourne caught up with the founder of Liquid Gold consultants, Susanne Bransgrove
Insights
Don’t Jump Off the Rollercoaster!
They say the only people who get hurt on a roller coaster are the ones who jump off.. makes sense! This really is the perfect anal
Insights
Don't think outside the box, get rid of the box
‘Learning and innovation go hand in hand. The arrogance of success is to think that what you did yesterday will be sufficient for
Insights
Global Investment Opportunities in 2022
We live in a really beautiful country and have a very lucky economy. I, for one, consider myself extremely fortunate to be able to
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
Risk and Return: How to Determine Your Investment Risk Profile
There are various types of risks to be managed in relation to investments.
Insights
The fallacy of chasing income
The first subject I studied when completing my Finance and Economics degree was ‘Portfolio 101’. The class began with the introduc
Insights
Common Questions About Financial Advice
Did you know that “financial adviser” and ‘financial planner” are restricted terms under the Corporations law? Only licensed perso
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Podcast
Agreus Group: Key considerations for emerging Family Offices
In this episode, Ryan Loehr, our Brisbane-based Partner, and Private Wealth Advisor speaks with the founders of AgreusIn this epis
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
US Trip: learning from those who drive the largest market in the world.
Our partner Ryan outlines his recent trip to New York and some of the most valuables takeaways.
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 Market Roller-Coaster. What’s next?
Craig, Tim and I recently attended an investment conference on the Gold Coast.
Insights
Do you have too many eggs in the housing basket?
We are in the middle of a new build in Sanctuary Cove, currently. Whenever we have been in the market for a new property, or a new
Coming Soon
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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