We are dedicated to improving the financial literacy
and education of all Australians.

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TOOLS TO REVIEW YOUR PORTFOLIO AND BUILD AN INVESTMENT STRATEGY

Our focus at Wattle Partners isn’t solely on providing financial and investment advice, but also on promoting financial literacy and improving the investment education standards in Australia.

It is for this reason we publish the Unconventional Wisdom Journal (UWJ) and website.

UWJ is focused on providing investors of all levels of experience with the tools to review their portfolio and build an investment strategy, as well as to identify new and attractive investments for the future.

 

UNCONVENTIONAL WISDOM

A Journal of unique investor insights from Wattle Partners.


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The Unconventional Wisdom Journal is packaged as a combination of hard-copy and web-based content.

The physical journal is published on a quarterly basis to assist investors with setting their own investment strategies and complemented by two ‘Thematic’ issues which address specific sectors. In recent months, we have covered Agricultural and Food investments, Technology and International investing.

The hardcopy newspaper is supported by the more short term and market focused website, which provided weekly articles including an analysis of stockbroker recommendations, updates from listed companies and interesting investment opportunities. To learn more, visit the website here.

Visit UWJ

Featured Articles

DOWNLOADS

DISCLOSURE DOCUMENTS

From time to time we publish White Papers and E-books on specific subjects from the background to our investment philosophy to why shares are a better investment in property. Our most recent papers are available below:

Antipodes Funds PDS
Betashares PDS
Commsec FSG, T&C
DNR Capital PDS
ETF Securities PDS
Gold PDS
Hub 24 PDS
iShares PDS
Invesco PDS
Investors Mutual PDS
Janus Henderson PDS
JP Morgan PDS
Macquarie PDS, FIG, FEE
Magellan PDS
Munro Partners PDS
Nanuk PDS
Orbis Funds PDS
Pinebridge PDS
Platinum Asset PDS
PIMCO Bond PDS
Plato PDS
PM Capital PDS
Smarter Money PDS
Van Eck PDS
SOFI Spritz

QUESTIONNAIRE

At the beginning of every relationship, we request that you complete a detailed questionnaire in order to ensure we understand what you are looking for and are in a position to assist you. We have provided both a short and long-form questionnaire below:

Potential Client Questionnaire
Risk Profile Questionnaire
Financial Services Guide
Privacy Policy

WHITE PAPERS & PRESENTATIONS

We have provided below a copy of recent presentations made by members of the team to various conferences, institutions, associations and charities.

Time to invest differently?
Everything about SMSF’s

FUND UPDATES

We have provided below a link to Monthly Updates for our preferred managed funds:

Antipodes
DNR Capital
Invesco
Investors Mutual
Janus Henderson
JP Morgan
Lennox
Magellan
Munro Partners
Nanuk
Orbis
Pengana
Pinebridge
Platinum
PIMCO
Plato
PM Capital
Smarter Money