2023 – Where did it go?!

2023 – Where did it go?!

As we bid farewell to an incredibly quick 2023, here’s what we noticed/did along the way… Faith in the markets proved right again Whilst some misguided people fell to the temptation of a 5% cash return those of you who remained patient and disciplined (read all of...
Can there be too much of a good thing?

Can there be too much of a good thing?

Looking back at 2023, it has been a highly positive year for your investment portfolio, with all funds demonstrating either excellent or good returns at the time of writing. However, as in any financial journey, occasional anomalies may arise. The eagle eyed amongst...

New Website – Coming Soon!

As Jeremy’s latest article, ‘V1 to V3 and back again’ alludes to it has been an almost 25-year journey of improvement for Brett Investment. Over this time what we do for you (our clients) has evolved hugely and therefore to better capture this we are...
Part 2 – The Diary of a Trainee Financial Planner

Part 2 – The Diary of a Trainee Financial Planner

Whilst 2022 proved a difficult year for most investors, from a personal perspective the year finished well where I passed my first exam (for those interested it was the exciting subject of Regulation & Ethics!). For a while it felt like a hurdle that I was worried...