In the Media
Things to consider when planning for a family
Starting a family is a life changing event. Most people think about the lifestyle changes associated with having a baby, but few give adequate consideration to the financial impacts. When planning to start a family, there are a few financial considerations that you should try to plan for before the...
How to live longer
The Island of Okinawa is located 685km Southwest of Japan and is the largest in a chain of hundreds of islands that form the Ryukyu Islands. The Okinawan people have been found to have the longest life expectancy in the world and the lowest mortality rate from many...
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...
Centrelink Age Pension entitlement calculator
I recently came across a website that has a handy Centrelink age pension calculator taking into account your level of financial assets and income. This may be handy if you are already retirement or planning for retirement and would like to assess what your age pension entitlement may be in...
Transition to retirement strategies
Check out our new website on transition to retirement strategies for those thinking about retirement. The website provides information on the basic retirement planning strategies that you should take into account.
Check out our new DIY Super website
Retirement Planner Calculator – ASIC
ASIC have a consumer website called money smart with lots of helpful information on personal finances. There are also a retirement calculator which can help estimate how much money you may have in retirement from super benefits and Centrelink age pension entitlements. There are also other calculators on the website...
Promo Video – Financial Advice
We have created a new promotional video on our financial advisory services in Sydney CBD.
The link is below:
Sydney Financial...
2011 Investment Outlook from Dr Shane Oliver – AMP
Dr Shane Oliver from AMP has written about his outlook for 2011. In summary:
- Our base case is that 2011 will see global growth continue,and this, combined with attractive valuations and easy money, is likely to underpin renewed acceleration in the recovery in shares and other growth-oriented investments.
- However, it's often useful to consider potential surprises,particularly...
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