Financial planners are often the first port of call for people seeking advice on investing a lump sum of money. But that is just the tip of the iceberg. A... read more →
Financial planners are paid to worry. We are professional worriers not just your average amateur worriers. We have taken worrying to a new level and made it almost an art... read more →
If your footie team didn’t have one, they’d always be “wooden spooners”. You wouldn’t go on holiday without having one and you’d never have friends over for a barbie without... read more →
Superannuation issues are some of the most important considerations to keep in mind as the end of the financial year approaches. Spouse contributions The spouse super tax offset allows... read more →
The term ‘Annuity’ is often mentioned in the financial press or TV advertising, but what actually are annuities and how do they work in practice? The word annuity itself originates... read more →
Ready or not, the end of the year is fast approaching and now is the perfect time to start thinking about the year(s) ahead. In particular, this time of year... read more →
Australian retail sales advanced 0.4% during August (source: ABS). Consumer confidence increased sharply in September rising 4.7% (source: Westpac). Business confidence was up significantly in September including confidence in mining... read more →
Congratulations to Andrew Frith Winner of the NSW Financial Planning Association Award, recognising excellence in financial planning. The Financial Planning Association of Australia (FPA) was pleased to announce that Andrew... read more →
Investing in and trading bonds can be profitable and improve the quality of your portfolio or chance of a capital gain. In this series, we explore some of the strategies... read more →
Everyone thinks about change and making resolutions when the calendar year ends but what about the financial year end? The new financial year is a perfect time to make some... read more →