Profile Blog

This animated chart is simply amazing.  It’s fascinating to see how the world has changed and is changing.  Food for thought!!

Simply click on the image and see how things have changed but also how, in many ways, they’ve stayed the same.

Videos are a good way to learn more about a topic or show to others who my be new to financial management.

Six new videos have just been added to our website. The topics covered are: 

  • Understanding Estate Planning
  • Update your will
  • How interest rates affect your mortgage
  • Car and personal loans
  • Caring for elderly parents
  • Cup of advice – Financial divorce

Click on the Video menu entry above to view our new collection.

Retiree clients looking to sell their property can often contribute more to their SMSF than expected through the government’s recently introduced downsizer contribution rules, due to the flexibility to split contributions between spouses and use them in conjunction with other contribution rules, according to Fitzpatricks Private Wealth.

Speaking at SMSF Adviser’s SMSF Summit 2019 event in Brisbane, the advice firm’s head of strategic advice, Colin Lewis, said it was possible for clients approaching their 65th birthday in particular to double their contribution amounts by making use of the downsizer and bring-forward contributions and potentially splitting contributions with their spouse.
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Unfortunately, of recent times there has been no shortage of negative press, comment and sentiment about financial planners but what is the real picture?

Firstly, a 16-year long study by Vanguard found financial planners improve investment performance over time by around 3% net.

This is not insignificant and means that even for small investors, a financial planner will not only pay for themselves but provide the expertise to help navigate and manage two major threats to the success of investment strategies, namely, market volatility and emotion. A win-win for all.
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Cybercrime – reduce your online risk

By Lena Ridley, Head of Operations

rsz_cybercrime

Every year, thousands of Australians and Australian businesses fall victim to online crime, or ‘cybercrime’. In the first 3 months of 2018 alone there were 14, 189 reports made to the Australian Cybercrime Online Reporting Network (ACORN). That was just the ones reported!

The financial services industry will always be a prime target. Our IT systems, supplier contracts and internal policies place client data, as the single most important asset our business needs to Read more

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