Ambrose Advisory

02/06/2022

Practice Manager based in Ashgrove. The team and I look forward to working with our dream Practice Manager. Should you know someone you feel would get us and what we are about here at Ambrose Advisory, please forward this post to them. Many thanks. Bret

So you’re looking around to see what else might be out there because whatever you’re doing right now isn’t ticking all the boxes anymore, or maybe you’ve taken some time off, had a break and now that you’re rested you’re ready to find that ideal next step.

28/01/2021

2020: Building Resilience. This 5 minute article from our investment manager reflects on the journey of 2020 from a health and wealth perspective. Keeping our families healthy and protecting our capital were both front of mind last year.

In media forecasts for 2020, a global pandemic and the worst recession since the 1930s weren’t high on everyone’s list of threats. But even had these events been foreseen, who would have tipped global equities to reach record highs a year later?

21/03/2020

Firstly left me acknowledge that what we are all experiencing is unprecedented. The present situation is more uncertain than anything we have experienced in a lifetime.
Despite this, our focus at Ambrose Advisory is helping our clients stay true to their strategy, to course correct and stay aligned to their unique investment benchmark, as we did during the 2008 Financial Crisis.
When a plan is developed and implemented, it comes from the place knowing the future is uncertain. We don't know when, but we acknowledge something will happen and plan with this in mind.
Although COVID-19 upon us, we still don't know what might happen. Importantly our clients do know one thing, their strategy was set with a focus on achieving their unique goals over the long term.
Reflecting on what is important (our values) and our goals, and remaining true to our plan is one element of certainty we can rely on to navigate our way through the months and years ahead.
I hope the attached short video brings context to the value of a thoughtful financial plan in times like these.

At Dimensional, we believe that the right financial advisor plays a vital role in keeping investors focused on what really matters.

07/03/2019

Good to catch up Steven.

07/03/2019

https://m.facebook.com/ambroseadvisory.com.au/activity_feed/?type=checkin&ref=notif&target_story=S%3A_I123627907838877%3A1052451524956506¬if_id=1551892745983265¬if_t=page_checkin

28/07/2017

Thank you to everyone who has supported my fundraising effort for the Brisbane West Community Sleepout. I sure hope the weather warms up over the next three weeks. If you know anyone who may be able to support me raise further funds for those in need in my local community, please share this post. Many thanks. Bret

http://mailchi.mp/ef32271bc7ae/brisbane-west-community-sleepout-is-back-in-1310633?e=d7517680ca

Help make a difference - register for the Brisbane West Community Sleepout, 15 August 2017

07/07/2017

Hi everyone. In August I will be 'sleeping out' to raise money for the
St Vincent De Paul Society to help those less fortunate in my local area. If you are able to support me support them, I would be grateful. Please visit my fundraising page for more information...https://donate.grassrootz.com/vinniesqld/vinnies-corp-and-community-sleepout-brisbane-west/bret-ambrose

As a local resident and business owner I feel that it is important to get involved in my community. The Vinnies Community Sleepout for Brisbane West is a community event that supports the St Vincent De Paul Society help those less fortunate in my local area. Their work really makes a difference. The...

03/05/2017

In 2006 Warren Buffett took a wager with a professional money manager that they could not pick an active investment fund manager that would out perform the index over a 10 year period. After 9 years it looks like the $1m charitable wager may soon be settled (apologies about the quality of the attached) ...

20/04/2017

Helping our clients make smart choices starts with understanding what is important. Taking the time to do this ensures there is context and a framework for client's to make decisions.

With the significant changes to Superannuation occurring from 1 July 2017, now is a great time to assess your strategy and make the most of your pre-retirement plans through the opportunities that exist with super between now and 30 June.

Here is how we assisted Ted and Louise...

As a small business owner, Ted is acutely aware that when you invest in an advisor you weigh the benefits of their advice against the costs involved. Having known Bret for several years and heard positive feedback from others who had worked with him, Ted finally jumped in two years ago … and the res...

10/04/2017

when it comes to helping our clients achieve the quality of life they desire, apart from setting clearly defined and meaningful goals, this picture sums up most of the rest ... not all but a lot.

03/04/2017

Have you noticed how TV news bulletins put the finance update right before the weather forecast? People can get fixated on day-to-day moves in the market, but this has little to do with your long-term wealth building plan. In this article, Jim Parker suggests investors should be focused on the climate, not the weather.... http://email.cjweb.com.au/t/r-l-yuvtddd-tlkdduhyui-f/

10/03/2017

Helping clients get to a place where they are not thinking or worrying about their money.... http://ambroseadvisory.com.au/judys-journey/

Judy realised she was overwhelmed: navigating the process of a marriage separation, and suddenly having to independently manage the family finances. A friend at work recommended she speak with Bret Ambrose, and more than ten years later it has proved a most valuable relationship. “I have a quiet sen...