About Orbis Wealth
We believe your family is your most valuable asset… so this is the focus of our business.
Located in Mornington, Victoria, we are a boutique wealth management and financial advisory firm focused on managing wealth strategies for a range of clients including individuals, families, small business owners and business executives.
We help our clients maximise the probability of achieving their financial goals and lifestyle aspirations. To do this we take a holistic approach and spend the time to ascertain what is really important to them. We empower our clients to achieve great things, through advice, education and planning.
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Gross Domestic Product (GDP) – What does it mean?
What does Gross Domestic Product (GDP) mean? Well, it depends who you ask. If you ask the renowned artist Banksy, it is a means by which trademarks can be registered.
Be conscious of how you invest in equities during the ‘retirement risk zone’
In the years just before and after your retirement is a period known as the retirement risk zone. It’s a decade when your nest egg is likely to be its highest.
Two common errors investors make…and how to overcome them
Understanding compounding and portfolio rebalancing could have helped investors overcome emotion-driven decisions during a turbulent six months for stock markets. Duncan Lamont shares why.