financial advice Archives - Newcastle Financial Planners & Financial Advisors https://financialplanner-newcastle.com.au/tag/financial-advice/ Financial Services and Advisory Firm Newcastle Fri, 05 Jan 2024 10:28:29 +0000 en-AU hourly 1 https://wordpress.org/?v=6.9.4 https://financialplanner-newcastle.com.au/wp-content/uploads/2019/11/favicon.png financial advice Archives - Newcastle Financial Planners & Financial Advisors https://financialplanner-newcastle.com.au/tag/financial-advice/ 32 32 What financial mistakes have you made? https://financialplanner-newcastle.com.au/what-financial-mistakes-have-you-made/ https://financialplanner-newcastle.com.au/what-financial-mistakes-have-you-made/#respond Thu, 18 Mar 2021 01:01:02 +0000 https://financialplanner-newcastle.com.au/?p=20512 Have you made a big financial mistake in the past? One that cost you a lot of time and money to fix? Financial stress can be a major trigger for a lot of people, it is a big burden to carry around, but not one you need to carry alone. Speaking to a professional Financial Adviser can set your mind at ease once you have a plan in place and a financial goal to build towards. Financial stress In a report conducted by ME Bank in 2018, they found that many Australian households struggled to afford the basics: 17% of households could not pay utilities on time 19% surveyed had turned to family or friends for help 15% surveyed had resorted to selling items to buy necessities 45% of households were digging into more than 30% of their disposable income to pay off the mortgage. The value of financial advice can take many forms. It could be the knowledge a professional is looking at your situation objectively, the peace of mind you get when you have a plan in place, or it could be the financial benefits you gain. A study by CoreData for Fidelity in 2019 revealed that 88.5% […]

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]]> Have you made a big financial mistake in the past? One that cost you a lot of time and money to fix?

Financial stress can be a major trigger for a lot of people, it is a big burden to carry around, but not one you need to carry alone. Speaking to a professional Financial Adviser can set your mind at ease once you have a plan in place and a financial goal to build towards.

Financial stress
In a report conducted by ME Bank in 2018, they found that many Australian households struggled to afford the basics:

  • 17% of households could not pay utilities on time
  • 19% surveyed had turned to family or friends for help
  • 15% surveyed had resorted to selling items to buy necessities
  • 45% of households were digging into more than 30% of their disposable income to pay off the mortgage.

The value of financial advice can take many forms. It could be the knowledge a professional is looking at your situation objectively, the peace of mind you get when you have a plan in place, or it could be the financial benefits you gain.

A study by CoreData for Fidelity in 2019 revealed that 88.5% of Australians receiving advice believe it gave them
greater peace of mind, financially, and 86.2% of Australians receiving advice believe it gave them greater control over their financial situation.

Research by the Financial Services Council showed that people who received financial advice were almost $100,000 better off at retirement. That’s a big financial gain achieved by working with someone who provided advice and guidance around a retirement goal.

Many Financial Advisers will often tell you that it is not their clients with the highest income that are the wealthiest. The clients who get advice early in their life, work at it, and take a sensible approach are usually the wealthy – and happy – ones.

Don’t let a past mistake deter you from a future goal

You don’t need to be wealthy or privileged to receive financial advice. It is accessible to every day Australians who are motivated to get ahead. Leave your mistake in the past and talk to an adviser about your future today. Call LT today to meet with one of our financial advisors.

 

Sources: The ‘Better off with savings advice’, 16 February 2011, research shows that a 30 year old would save an additional $91,000, a 45 year old would save an additional $80,000 and a 60 year old would save $29,000 more than those without a financial adviser.
https://www.fidelity.com.au/insights/investment-articles/the-value-of-advice/
https://www.fasea.gov.au/continuingprofessional-development
https://www.abc.net.au/news/2018-08-06/tipping-point-as-mo

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]]> https://financialplanner-newcastle.com.au/what-financial-mistakes-have-you-made/feed/ 0 What does a good advisor do? https://financialplanner-newcastle.com.au/what-does-a-good-advisor-do/ Wed, 06 Aug 2014 06:19:46 +0000 http://financialplanner-newcastle.com.au/?p=1970 Some people may think that a financial advisor’s role is to forecast the direction of the share market from month to month and invest clients’ money accordingly. This is not the reality, of course. Investments are only one small part of what your financial advisor can provide for you. Some of the key areas that we may be able to assist you with are as follows. Knowledge is power Consider for a moment the amount of newsprint, websites and broadcast time dedicated to financial topics these days. Australians seem to have an insatiable appetite for understanding finances. Whether it's the latest share market activity, economic news or the constantly changing tax and superannuation rules, we can answer your burning questions and save you the hassle of finding it yourself. Money and time Sometimes the benefit you receive from a financial advisor can be spelt out in dollar terms. It might be the income tax you have saved by re-structuring your salary, or a new concession from the Australian Tax Office (ATO) or Centrelink that you didn't know you could get. If you agree that time is money, then think about the time we save you when you make important decisions. […]

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]]> Newcastle-Financial-Planner-Best Practice Award

Some people may think that a financial advisor’s role is to forecast the direction of the share market from month to month and invest clients’ money accordingly.

This is not the reality, of course. Investments are only one small part of what your financial advisor can provide for you. Some of the key areas that we may be able to assist you with are as follows.

Knowledge is power

Consider for a moment the amount of newsprint, websites and broadcast time dedicated to financial topics these days. Australians seem to have an insatiable appetite for understanding finances.

Whether it's the latest share market activity, economic news or the constantly changing tax and superannuation rules, we can answer your burning questions and save you the hassle of finding it yourself.

Money and time

Sometimes the benefit you receive from a financial advisor can be spelt out in dollar terms. It might be the income tax you have saved by re-structuring your salary, or a new concession from the Australian Tax Office (ATO) or Centrelink that you didn't know you could get.

If you agree that time is money, then think about the time we save you when you make important decisions. If you had to do it all yourself, how would you choose the best super fund, investment options, or insurance cover? How frustrated would you be stuck on the phone trying to get regular information from government departments?

With all this confronting you, it's no wonder that many important financial decisions stay in the "too-hard basket". Remember, we deal with these things every day. We are in an ideal position to explain everything you need to know, and to simplify your options.

Personalised advice, every step of the way

The finance section of your newspaper probably includes a regular "advice" or "Q & A" column. By law, these columns must warn readers that the advice does not take into account your personal situation or needs and you should consider its appropriateness before acting.

In setting your financial strategy, we don’t use this "general advice warning" because we have taken the time to get to know you and your circumstances. This means that everything recommended to you—the investment portfolio, super contribution strategies, savings plans and insurance advice—is tailored to your personal needs, goals, and tolerance to risk.

As the years go by, some of your financial strategies will need adjusting due to changes in the broader environment or something closer to home. Whatever the case, we are there to help you make the most of the good times and the bad.

And meeting us for a review doesn't always mean major changes, but at least you'll know that you're on the right track – and you’re not alone.

Disclaimer

If you would like to meet one of our advisors to discuss your financial position and to see what a financial advisor's role is and how we can help you then please do not hesitate to contact our office.
Call Leenane Templeton on (02) 4926 2300 or email us.
 

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]]> Make the most from your savings https://financialplanner-newcastle.com.au/make-the-most-from-your-savings/ Sat, 01 Jun 2013 04:58:46 +0000 http://financialplanner-newcastle.com.au/?p=1370 We all want to save more, and a personal budget can help you achieve this important goal. We show you what’s involved – with some great tools to make it easy.   If you feel like you’re not making headway building personal savings, you’re certainly not alone. Recent research by the Australian Securities and Investments Commission (ASIC) found the average Australian household will spend $69,166 on general living costs this year alone. Yet only 54% of us know exactly what the money is being spent on.     ASIC’s Senior Executive Leader, Financial Literacy Robert Drake, says, “We suspect many households end up misdirecting thousands of dollars each year because they are not keeping track of where their money goes.” As a result, Drake says, “Many people fall into the habit of living pay to pay.”  And that makes it almost impossible to build savings.   Good reasons to build savings Even if you aren’t scratching for cash between pay days, it makes good financial sense to have a pool of savings. It provides a source of funds for unexpected bills or emergency expenses, having cash on hand lets you take advantage of investment opportunities, and interest earnings can provide […]

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]]> We all want to save more, and a personal budget can help you achieve this important goal. We show you what’s involved – with some great tools to make it easy.
 
If you feel like you’re not making headway building personal savings, you’re certainly not alone. Recent research by the Australian Securities and Investments Commission (ASIC) found the average Australian household will spend $69,166 on general living costs this year alone. Yet only 54% of us know exactly what the money is being spent on.  
 
ASIC’s Senior Executive Leader, Financial Literacy Robert Drake, says, “We suspect many households end up misdirecting thousands of dollars each year because they are not keeping track of where their money goes.” As a result, Drake says, “Many people fall into the habit of living pay to pay.”  And that makes it almost impossible to build savings.
 

Good reasons to build savings

Even if you aren’t scratching for cash between pay days, it makes good financial sense to have a pool of savings. It provides a source of funds for unexpected bills or emergency expenses, having cash on hand lets you take advantage of investment opportunities, and interest earnings can provide a valuable boost to household income.
 
Nonetheless many of us find it difficult to save on a regular basis. And that’s where a personal budget is an essential tool. A budget shows exactly what you are spending money on – and where you can cut back to free up cash for saving.
 

It pays to sweat the small stuff

The thing is, most of us have a reasonable idea of major expenses like annual insurance premiums or monthly home loan repayments but there are plenty of small purchases we make each day. No matter whether it is a few takeaways or a couple of cappuccinos, the cost quickly adds up.
 
Recognising the impact these purchases can have on our budget, ASIC have developed a new ‘Track My Spend’ phone app. It’s another free tool that helps to improve the accuracy of your budget. For more information visit moneysmart.gov.au. If you don’t have a smartphone, use the traditional method of recording your spending for a week or two in a notebook. Either way, a pattern will soon emerge and you can use the numbers to finetune your budget.
 

Make a commitment

Once you have a clear idea on how much you can afford to save on a regular basis, the next step is to make a commitment to building savings. The easiest way to do this is by setting up a regular, automatic transfer from your everyday transaction account into a high interest savings account. 
 
Speak with your Newcastle financial adviser to see if you are on the right track. 

Source: Colonial First State, October 2012

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]]> Housing Preferences https://financialplanner-newcastle.com.au/housing-preferences/ Thu, 23 Feb 2012 02:54:54 +0000 http://financialplanner-newcastle.com.au/?p=1088 Housing preferences across the Australian population In September 2011, the Grattan Institute produced their research findings on housing preferences across the Australian population in a working paper entitled "What Happens Most?"  The authors, Ben Weidmann and Jane-Frances Kelly consider that the data suggests there are real differences in priorities across the population.  In particular, while young families were focused on house size and type, older and single-person households were much more likely to think that characteristics of where they live are more important.   Affordability was not an issue for this particular research, and the researchers wanted to understand which aspects of housing and location made attractive living, rather than the aspects which people made for sound investments.   It is well documented that the Australian population is ageing, and according to the Australian Bureau of Statistics (ABS) in 2010, the fastest growing household type is a single person aged over 65.  The ABS expects that by as early as 2013, couples without children could outnumber couples with children as Australia's most common household.  Additionally, the ABS predicts that the size of households will continue to shrink and estimate that by 2030 the average household will be 2.4 to 2.5 […]

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]]> Housing preferences across the Australian population
In September 2011, the Grattan Institute produced their research findings on housing preferences across the Australian population in a working paper entitled "What Happens Most?"  The authors, Ben Weidmann and Jane-Frances Kelly consider that the data suggests there are real differences in priorities across the population.  In particular, while young families were focused on house size and type, older and single-person households were much more likely to think that characteristics of where they live are more important.
 
Affordability was not an issue for this particular research, and the researchers wanted to understand which aspects of housing and location made attractive living, rather than the aspects which people made for sound investments.
 
It is well documented that the Australian population is ageing, and according to the Australian Bureau of Statistics (ABS) in 2010, the fastest growing household type is a single person aged over 65.  The ABS expects that by as early as 2013, couples without children could outnumber couples with children as Australia's most common household.  Additionally, the ABS predicts that the size of households will continue to shrink and estimate that by 2030 the average household will be 2.4 to 2.5 people, compared with 2.6 people today.
 
Some of the findings in the Working Paper include that:
  • The number of bedrooms and safety for people and property was the most important variable for people with children irrespective of age, and also for couples without children in the 18-44 age group.
  • Safety for people and property was also important for all people with children, as well as for couples without children in the age group 45-64.
 
The aggregate ranking of the top 20 variables (out of 56) and which group most prefers are:
 

Rank

Variable

Most preferred by

1

The number of bedrooms

Couple aged 18-44 with children

2

Safety for people and property

Lone person aged 65+

3

Near family and friends

Couple aged 65+ without children

4

The number of living spaces (lounge/living rooms)

Couple aged 18-44 with children aged; Couple aged 45+ with children

5

Whether the house is detached

Couple aged 45-64 without children

6

Near local shops

Couple aged 65+ without children

7

Near a shopping centre

Lone person aged 45-64 and 65+

8

Near a bus, tram or ferry stop

Lone person aged 45-64

9

Has a garage

Couple aged 65+ without children

10

Little traffic congestion in the area

Sole parent all ages

11

A natural environment you find attractive

Couple aged 65+ without children

12

Has air-conditioning

Lone person aged 65+

13

Is in a particularly clean/unpolluted area

Couple aged 45-64 without children

14

The number of bathrooms/ensuites

Couple aged 45+ with children

15

Near general health services

Lone person aged 65+

16

Near a railway station

Lone person aged 18-44

17

Near your work

Lone person aged 18-44

18

Has secure parking

Lone person 18-44, and 65+; Couple aged 18-44 and 45-64 without children

19

A neighbourhood design you find attractive

Couple aged 18-44 without children

20

Has a big garden (eg. for children to play in)

Couple aged 18-44 with children
 
 
For financial advice please call Newcastle Financial Planners Leenane Templeton on 02 4926 2300
 
 

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]]> Are You Sure Your Will Is Court Proof? https://financialplanner-newcastle.com.au/are-you-sure-your-will-is-court-proof/ Mon, 18 Apr 2011 05:34:51 +0000 http://financialplanner-newcastle.com.au/?p=582 Recent court cases, where the judgements have gone against the deceased’s wishes (even though the deceased had given logical and sound reasons for the decision), have highlighted a trend by courts of overturning wills.  It is important to consider other methods of passing on money and assets that provide more certainty that your wishes will be met and carried out. яндекс Speak with specialist investment advisor, Andrew Frith for strategies to ensure your assets within your will are “Court Proof”.  Visit a financial advisor today For your financial planning and self managed super fund experts.

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]]> Recent court cases, where the judgements have gone against the deceased’s wishes (even though the deceased had given logical and sound reasons for the decision), have highlighted a trend by courts of overturning wills.  It is important to consider other methods of passing on money and assets that provide more certainty that your wishes will be met and carried out. яндекс

Speak with specialist investment advisor, Andrew Frith for strategies to ensure your assets within your will are “Court Proof”.  Visit a financial advisor today
For your financial planning and self managed super fund experts.

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]]> Financial Success In 2011 https://financialplanner-newcastle.com.au/financial-success-in-2011/ Sun, 06 Feb 2011 22:58:48 +0000 http://financialplanner-newcastle.com.au/?p=406 With 2010 a year of ups and downs for investors, what is 2011 expected to bring, and, as an investor, what signs should you be looking for?   For long-term holders, Australian shares remain a good investment and buyers will find value in further market weakness.   Keeping an eye on the following indicators should assist in your assessment of markets.   Australian interest rates – if they rise the Reserve Bank of Australia (RBA) thinks the economy is still growing.  If they fall the RBA consider we are heading into a period of deflation. Commodity prices – if they fall Australia will suffer (as will other countries such as Brazil) US interest rates – if they rise this will hurt US borrowers and the banks will suffer as defaults increase. Credit – if the costs of credit increase it becomes more expensive to borrow and thereby feeding economic problems.   As the sharemarket is a leading indicator of economic health, and Australia is in a fortunate position at the moment on a global basis with our economic situation largely positive, it is important to understand the pressures on the sharemarket.  Staying calm and making sure your investments are sound, […]

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]]> With 2010 a year of ups and downs for investors, what is 2011 expected to bring, and, as an investor, what signs should you be looking for?

 

For long-term holders, Australian shares remain a good investment and buyers will find value in further market weakness.

 

Keeping an eye on the following indicators should assist in your assessment of markets.

 

  • Australian interest rates – if they rise the Reserve Bank of Australia (RBA) thinks the economy is still growing.  If they fall the RBA consider we are heading into a period of deflation.

  • Commodity prices – if they fall Australia will suffer (as will other countries such as Brazil)

  • US interest rates – if they rise this will hurt US borrowers and the banks will suffer as defaults increase.

  • Credit – if the costs of credit increase it becomes more expensive to borrow and thereby feeding economic problems.

 

As the sharemarket is a leading indicator of economic health, and Australia is in a fortunate position at the moment on a global basis with our economic situation largely positive, it is important to understand the pressures on the sharemarket.  Staying calm and making sure your investments are sound, offer a good yield and are the best value you can find.

 

Always remember that your specialist investment advisor Andrew Frith is available to assist you with any queries about your investments.

 

For more information visit www.financialplanner-newcastle.com.au

 

 

Click here for a Newcastle Small Business Accountant

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]]> When Will You Review Your Finances? https://financialplanner-newcastle.com.au/when-will-you-review-your-finances/ Wed, 12 Jan 2011 19:50:26 +0000 http://financialplanner-newcastle.com.au/?p=320 Our Financial Advisers in Newcastle say regular reviews of your financial plan are important to optimising your financial security. Dealing with changes The financial world is always changing. Political, economic, legislative and social factors will continue to change long into the future. Ongoing reviews with a professional financial planner who understands and monitors these changes will assist in supervising and tailoring your financial schedule.   Case study Charlotte and Craig were married for two years before they consulted a professional financial planner.  With a baby on the way, the couple needed advice on budgeting and Craig’s investments. Although it was suggested they be involved in an ongoing review service, Charlotte and Craig declined. They believed the advice offered would set them up for life.   Five years later their family had grown and Charlotte had permanently left the workforce. They also inherited money and gained equity in their home. In short, their circumstances had changed drastically and their plan no longer reflected this.   Had Charlotte and Craig been involved in the review process, their financial planner would have been able to offer them a report on Craig’s investments, a tracking of his portfolio as well as any further advice […]

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]]> Our Financial Advisers in Newcastle say regular reviews of your financial plan are important to optimising your financial security.

Dealing with changes

The financial world is always changing. Political, economic, legislative and social factors will continue to change long into the future. Ongoing reviews with a professional financial planner who understands and
monitors these changes will assist in supervising and tailoring your financial schedule.
 
Case study
Charlotte and Craig were married for two years before they consulted a professional financial planner.  With a baby on the way, the couple needed advice on budgeting and Craig’s investments. Although it was suggested they be involved in an ongoing review service, Charlotte and Craig declined. They believed the advice offered would set them up for life.
 
Five years later their family had grown and Charlotte had permanently left the workforce. They also inherited money and gained equity in their home. In short, their circumstances had changed drastically and their plan no longer reflected this.
 
Had Charlotte and Craig been involved in the review process, their financial planner would have been able to offer them a report on Craig’s investments, a tracking of his portfolio as well as any further advice they had needed.
 
‘Nobody plans to fail but many fail to plan’. An ongoing review service would likely include annual meetings to review your long term financial position. A financial adviser should listen to your needs and goals and tailor their service to help meet them. You can enjoy life today, knowing that your future is in expert hands.
 
Source: Lonsdale Financial Group – Financially Speaking Edition 28. 2010
 

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]]> How Can A Financial Advisors Help You? https://financialplanner-newcastle.com.au/how-can-a-financial-planner-help-you/ Mon, 18 Oct 2010 05:49:43 +0000 http://financialplanner-newcastle.com.au/?p=247 Our Financial Advisors in Newcastle are keen to help.  It's not about making money for our firm that drives us but the satisfaction and fulfillment we feel when we receive fantastic feedback from our clients on how we have helped to build wealth in their lives.  And it's not just about building wealth but about protecting it and helping future generations of families.   With all that is happening in the financial markets around the world at the moment, it is only natural to be wondering where to invest and to recognise that you may need some assistance. And it may not just be for you, it may also be for your family, and your extended family. With spring weather upon the markets and investments can become a popular topic for discussion around the BBQ with friends and relatives. So instead of taking advice from your friends and relatives who may not be qualified, it makes good sense to seek advice from a financial advisor and financial planning experts. After all it is your savings and your future for you and your family that is in question. The financial advisors at chartered accounting firm Leenane Templeton in Newcastle are available […]

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]]> Our Financial Advisors in Newcastle are keen to help.  It's not about making money for our firm that drives us but the satisfaction and fulfillment we feel when we receive fantastic feedback from our clients on how we have helped to build wealth in their lives.  And it's not just about building wealth but about protecting it and helping future generations of families.  

With all that is happening in the financial markets around the world at the moment, it is only natural to be wondering where to invest and to recognise that you may need some assistance. And it may not just be for you, it may also be for your family, and your extended family. With spring weather upon the markets and investments can become a popular topic for discussion around the BBQ with friends and relatives.

So instead of taking advice from your friends and relatives who may not be qualified, it makes good sense to seek advice from a financial advisor and financial planning experts. After all it is your savings and your future for you and your family that is in question.

The financial advisors at chartered accounting firm Leenane Templeton in Newcastle are available to offer you assistance. You can have a one hour, no obligation, no charge consultation to discuss your needs with them. OK, but how can they help you?

Our financial advisors can help you assess your present financial position and listen to your personal goals as well as your financial goals and then determine whether you are in good shape to meet them and, if not, what is the best way forward to ensure you do achieve your desires. Knowing what your goals are puts you in a better position to make the right choices, and helps your financial advisor develop an appropriate plan for you and to tailor it to your needs.

The financial advisors at Leenane Templeton are always available to assist you in achieving your goals.

www.financialplanner-newcastle.com.au

www.selfmanagedsuperfundstrategies.com

www.leenanatempleton.com.au

www.newcastle-accountant.com.au

 

PLEASE READ OUR DISCLAIMER

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]]> Financial Advisers in Newcastle – New Web Site https://financialplanner-newcastle.com.au/newcastle-financial-planner-first-blog/ https://financialplanner-newcastle.com.au/newcastle-financial-planner-first-blog/#respond Fri, 03 Sep 2010 06:05:54 +0000 http://financialplanner-newcastle.com.au/?p=14 This is the first blog on our new website for Newcastle Financial Planner to help with all of your financial planning needs in the Newcastle, Hunter, Central Coast, lake macquarie, maitland.  Our financial planners can travel to your location or meet at our financial planner offices at 239 King Street, Newcastle.  Leenane Templeton has an excellent team helping with a variety of financial advice for individuals and businesses.   We are supported by Lonsdale. We have a professional team of Chartered Accountants, CPA qualified staff, taxation specialists, wealth management experts, financial planners, business accountants, business advisors and marketing expert in order to help you in all areas of your life whether you are just starting out or in retirement. Our firm has regularly financial events including SMSF Trustee Seminars, Financial planning seminars and even Business bites a seminar designed for business owners to maximise chunks of information from guest speakers over a lunchtime.   Please feel free to call our team or subscribe to our Newcastle office financial updates through email.  We look forward to working with you  For more details about our firm you can visit  Business Accountants in Newcastle SMSF Specialists Financial Advisers in Newcastle Chartered Accountants   We […]

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]]> This is the first blog on our new website for Newcastle Financial Planner to help with all of your financial planning needs in the Newcastle, Hunter, Central Coast, lake macquarie, maitland.  Our financial planners can travel to your location or meet at our financial planner offices at 239 King Street, Newcastle.  Leenane Templeton has an excellent team helping with a variety of financial advice for individuals and businesses.   We are supported by Lonsdale.

We have a professional team of Chartered Accountants, CPA qualified staff, taxation specialists, wealth management experts, financial planners, business accountants, business advisors and marketing expert in order to help you in all areas of your life whether you are just starting out or in retirement.

Our firm has regularly financial events including SMSF Trustee Seminars, Financial planning seminars and even Business bites a seminar designed for business owners to maximise chunks of information from guest speakers over a lunchtime.   Please feel free to call our team or subscribe to our Newcastle office financial updates through email.  We look forward to working with you 

For more details about our firm you can visit 

Business Accountants in Newcastle

SMSF Specialists

Financial Advisers in Newcastle

Chartered Accountants

 

We look forward to working with you over many generations. 

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