Page 3 - Wealth-Adviser-Issue-125 (FWP)

ISSUE 125
NOVEMBER 2025

• Invest via low-cost index funds or direct ownership of
durable, high-quality businesses within your circle of Reference List
competence. 1. “Warren Buffet hangs his boots up at 95”, Fidelity Australia, 27 May
2025.
• Prioritise emotional stability and patience—hold invest- 2. “Warren Buffett’s Succession and Legacy: What It Means for
ments for decades, not months. Investors”, Hudson Financial Planning, 10 Nov 2025.
• Focus on long-term compounding over short-term specu- 3. “Warren Buffett at 94: Reflections on His Legacy and Lessons”,
lation or market timing. TAMIM Asset Management, 22 Sept 2024.
• Apply a margin of safety with every investment—buy 4. “Warren Buffett’s final lesson”, Firstlinks, 11 Nov 2025.
at a discount to intrinsic value and protect against the 5. “Warren Buffett’s Top Investing Rules: Timeless Advice for Any
unknown. Market”, Investopedia, 29 July 2024.
• Embrace humility and generosity—success is a mix of 6. “Investment Lessons from Warren Buffett in 2025”, Duncan Group,
skill, discipline, and circumstance. Pass on lessons, 20 Apr 2025.
wealth, and optimism generously to family and commu- 7. “Warren Buffett: 5 concrete tips to become rich in 2025”, Paris Select
nity. Book, 14 Nov 2025.
Buffett’s “final lesson” is not merely a summary of 8. “Warren Buffett’s Investment Tenets”, Simply Ethical, 7 Sept 2025.
9. “Warren Buffett’s 2 Criteria for Buying Stock in 2025”, Yahoo Finance,
techniques, but an invitation: for investors and advisers 20 Apr 2025.
alike to cultivate resilience, integrity, and wisdom in an 10. “Afraid to Invest? Warren Buffett Has Simple Advice”, Business Insider
often unpredictable world. By centring investment practice Australia, 16 Nov 2025.
around enduring principles, and applying them with aware-
ness and humility, Australian retail clients and their advisers
can aspire to enduring success and a meaningful legacy.

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