Financial Planning news and tips July 2016
Call for ASIC oversight of Planner Associations The Australian Securities and Investments Commission (ASIC) should be empowered to license professional [...]
Aussies to save big on Life insurance with the NEW Superannuation Strategy
Many families are not prepared for the unforeseen times. One in every five Australian parents is unable to work due [...]
Safeguard your most valuable asset – “YOU“
People often turn to a financial planner to help simplify their finances and set achievable financial goals, providing greater confidence [...]
Enjoying the bumpy ride with Dollar Cost Averaging
Dollar cost averaging is the process of spreading out the costs of your investments as the market rises and falls, rather [...]
Calculate your wealth index
This handy review tool allows you to assess the state of your total financial health. Click here to find out [...]
Brainstorming your financial future
We all want to achieve financial success but most people don’t achieve it. Around 80% of Australians get to age [...]
3 Quick Steps for Investing
Here are 3 quick steps to financial planning for the long term which will allow you to hit big financial [...]
SMSF Alert – Art and Collectibles
Investments in Art and collectibles within your Self-Managed Super Fund (SMSF) must be held for genuine retirement purposes and cannot [...]
The star of the show
Why use a Financial Advisor? Your future, your family’s future - Would you enjoy the opportunity to discuss your dreams [...]
Tips and Traps – SMSF Re-contribution Strategies
What is the recontribution strategy? The strategy works by cashing out an amount of a members superannuation balance, and then [...]