Monthly Archives: October 2011
The Australian Article with James – Age shouldn’t make a difference in financial planning
SHOULD you consider age when you go to a financial planner? Yours or theirs? Is it a nonsense for a person close to retirement to rely on a person under 30 for advice, and vice versa?
http://www.theaustralian.com.au/business/wealth/age-shouldnt-make-a-difference-in-financial-planning/story-e6frgac6-1226167055221
The Australian asked two financial planners at different stages of their careers for their views,...
Feel like you are ‘treading water’ with debt?
We have been seeing an increasing number of new clients who are experiencing similar types of debt issues. The commonalities have been that they:
- Have large debts due to the high cost of purchasing a Sydney property
- Enjoy a successful career with a good income
- Want to pay off their debt quicker
- May have...
Stock market volatility – investment and strategy update Oct 2011
During these volatile times, it is important that you are kept you up to date with events and factors that are affecting investment markets. Please take the time to read this letter and let me know if you have any questions, as I would be happy to discuss...
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