The Investment Series /

Learn from the Money Masters

Blair McDonough had no idea what to do when it came to managing his family’s money. He was so afraid of the process, he did nothing. Take a peek at our series trailer and get a sense of the journey he went on in this year’s Learn from the Money Masters.

Featuring some of the biggest names in finance from Platinum, UBS, Perpetual, Nikko AM, Orbis Investments, AIA Australia and research houses Morningstar, Lonsec and Zenith as well as one of Australia’s top CFP advisers, see what the Money Masters had to say to Aussie celeb Blair McDonough about reinventing his sources of income.

Coming to Channel 9 Saturdays, 12:30pm from October 14.

Episodes
Season

The Investment Series S4:E6

In only a few short weeks, celeb investor Blair McDonough has gone from financial novice to informed investor. He’s now ready to explore different investment strategies and put his financial plan into action. In our final episode, Blair meets contrarian investor Graeme Forster of Orbis Investments who shows him there’s another way to approach investing over the long term.

Learn from the Money Masters airs Saturdays 12:30pm on Channel Nine until November 18.

The Investment Series S4:E5

Joel Fleming, portfolio manager, UBS Asset Management

Celeb investor Blair McDonough has come a long way since starting out on his investment journey. He’s now more sophisticated and confident, and is keen to explore different ways to diversify his portfolio. This week he meets Joel Fleming of UBS Asset Management who helps him to think outside of the box when looking for the next big thing. He also gains a greater appreciation for balancing risk and gets a sense of how emerging markets could add value to his portfolio.

The Investment Series S4:E4

Garry Laurence, Perpetual Limited & Pina Sciarrone, AIA Australia

It’s crunch time for our celebrity investor Blair McDonough who, with the help of The Money Masters, has realised just how much is at stake. Blair previously thought his financial future was in order until our adviser gave him a reality check on responsibility. This week, he learns that true value goes deeper than share price and why he needed to adjust his investment strategy as his circumstances changed. He also discovered the value of life insurance and the peace of mind it could offer him and his family for the future.

Learn from the Money Masters airs Saturdays 12:30pm on Channel Nine until November 18.

The Investment Series S4:E3

Kerr Neilson, co-founder & managing director, Platinum Asset Management

Relying on property as a majority investment strategy could leave many Aussies financially ruined, former Neighbours star Blair McDonough included. He initially thought property investment would be his golden ticket to financial security, but The Money Masters helped him see why he needed to diversify and consider the value of shares and international markets to reach his investment goals.

 

The Investment Series S4:E2

Brad Potter, head of Australian equities, Nikko Asset Management

Investing in property is not always the silver bullet your clients think it will be. It certainly wasn’t for Aussie celeb Blair McDonough who, with the help of The Money Masters, realised he needed to broaden his investment horizons.

The Investment Series S4:E1

Most Aussies think owning a property will underpin their ability to retire. Soap star Blair McDonough did too. The Aussie celeb quickly realises with The Money Masters' help that he will need to reinvent what financial success looks like. In this first episode, financial adviser Simon Clifford helps Blair to cost out his dream and explore his income and investment options.

Top Course /

How multiple insurance products saved Craig

A life-threatening accident revealed a disease that would last him the rest of his days, and Craig found himself unable to continue work as a surgeon in Australia, let alone overseas for our armed forces. The latest in our Insurance Masters series is a story of renewed purpose and highlights the role financial advice plays in changing lives.

Inside Platinum's textbook succession plan

Succession planning is a challenge for any business, but the stakes are higher when you're managing almost $30 billion in assets. As legendary investor Kerr Neilson steps down as CEO of Platinum Asset Management, we sat down in an exclusive interview with fellow co-founder and new CEO, Andrew Clifford, and talked about how one of Australia's largest asset management firms handles succession.

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What Does Fixed Income Hold in 2018?

As an asset class, fixed income is often overlooked in favour of newer and more dynamic investment strategies, however, at a time when we’re expecting to feel the result of quantitative tightening around the globe, and volatility and uncertainty are returning to markets, perhaps predictability and stability of returns are just what’s needed. In this Market Update, Anne Anderson of UBS Asset Management makes a case for fixed income, how it’s being used by younger investors to realise their goals, and why it’s needed now more than ever.

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MFS: Global Equity Trust

The MFS Global Equity Trust uses a unique management style with the aim to outperform the MSCI World Index and present growth at reasonable prices. The trust's truly long-term investment horizon and the investment analysts it has positioned globally result in a unique strategy which attracts long-term investors seeking lower volatility over a market cycle.

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Finding Opportunity through Crisis: Platinum on 2018

Rising stock prices may entice investors, but Platinum Asset Management believes the price must match the opportunity. In this series, Douglas Isles, investment specialist (retail) for Platinum Asset Management, explains how the group exploits change, fear and excitement in order to secure long-term growth for clients.

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The Investment Series S4:E5

Celeb investor Blair McDonough has come a long way since starting out on his investment journey. He’s now more sophisticated and confident, and is keen to explore different ways to diversify his portfolio. This week he meets Joel Fleming of UBS Asset Management who helps him to think outside of the box when looking for the next big thing. He also gains a greater appreciation for balancing risk and gets a sense of how emerging markets could add value to his portfolio.

Learn from the Money Masters airs Saturdays 12:30pm on Channel Nine until November 18.

View UBS' disclaimer here.

Want to see more of Joel? View his microcap Money Masters course, worth one CPD hour, and his microcap Market Update, worth .5 CPD hours.