Advice Financial Planners Use Themselves
Most of us are looking for ways to save money and better our financial situation. As we rack our brains in search of ways to achieve our goals, we are often left thinking “what do financial planners do?” These guys know how to secure their financial situation – after all, it’s their job.
What is a Financial Planner?
A Financial Planner is a professional that helps individuals plan their finances. In a broader sense, you could look at the elements of expertise that may be needed to help with the process of financial planning – taxation, cash flow and budgeting, asset allocation, investment analysis, asset protection, wealth management – the list goes on. […]
How will financial advice build your wealth?
• Simplify your budget • build savings and investments • increase your super • protect your family • minimise bad debt • reduce tax • grow your personal wealth A strong financial adviser will help you identify smart ways to grow your wealth and achieve your aspirations. An adviser will work with you to understand your financial goals, […]
Financial Planning Newsletter Winter 2013
Check out the latest edition of our financial planning newsletter for Winter 2013. Find out about the latest financial news as well as informative articles on superannuation and more.
Financial planning – The 2013 Budget Breakdown
Too busy to read up on the Federal Budget? We’re here to help! Each year we analyse the implications of the Budget, to help you understand how your finances might be impacted. This year’s Budget announces some important changes to taxation and social security which may affect you. To find out more, download our Budget […]
Financial news – The Future of HECS or HELP Fees
Do you remember when you used to get a nice discount when paying for your HECS or HELP fees, whether it be upfront or as a voluntary repayment? That discount has been dropping over the past few years and subject to it being passed through parliament, the discount may be scrapped come 1 January, 2014. […]
Financial news – Is the Australian Dollar going to fall?
George Soros and his associates are considered to be legends in some circles of the currency trading market. Foreign exchange is the worlds largest financial market by a multiple of many – however it’s one of the least understood. Recent speculation that Soros is behind some small but notable trades on the Australian Dollar (circa […]
Financial news – RBA Cuts Interest Rate To Record Low
The Reserve Bank of Australia (RBA) today cut interest rates to an all time low of 2.75%. It’s decision to cut rates was based on recent economic data that shows moderate economy moving forward which the RBA has viewed as in need of further stimulus. Economists have been unsure about the reserve banks next move. […]
Financial planning – 4 things you don’t know about financial planners
So, you’re off to see a financial planner. Typically, you should be asking all the right questions such as how they operate, what experience do they have, what are their qualifications, who owns their firm, the list just goes on and on. However, there are 4 important things that you should know or questions that […]
Financial planning – The Return of Margin Lending
The once heralded super product, Margin Lending, became the bad boy of the financial markets in the lead up to, and throughout the carnage that was the Global Financial Crisis. Having steadily and then frantically grown in volume up until the GFC, investors willingness to take out a margin loan in recent years has been […]