Update on Franking Credits for the all Retirees. There has been a lot of media coverage into the Labor Party proposal regarding Franking Credits. The following is from Mike Smith of Money Management. “The Parliamentary Committee inquiry into the Australian Labor Party’s (ALP’s) policy on the removal of refundable franking credits has ended as it began […]
What started as an issue few people understood and even fewer cared about has suddenly become a flashpoint for self-funded retirees as we head into a federal election. Yes, we’re talking about cash refunds of franking credits. Even if you’re not directly affected it’s worth paying attention, because it’s an $8 billion issue that affects […]
Growing concerns about a slowdown in global economic growth preoccupied financial markets in March. The US Federal Reserve now forecasts no rate rises in 2019 instead of the two it previously planned. US 10-year government bond yields fell below 3-month yields on the news. This ‘inverted’ yield curve is viewed by markets as an historical […]
It’s April already and as we head back to work after Easter we hope you enjoyed a peaceful and relaxing holiday weekend. April is generally a quiet month on the national stage as the Government prepares for the May Budget. It’s been a turbulent few months for global markets however, due to worries about rising […]
Australian investors can enjoy big tax savings with a unique system that prevents double taxation on dividends from shares – so make sure you’re not missing out on yours. If you’re looking for ways to boost your retirement income, there’s a simple and smart strategy to get more out of your investments. The returns you’re […]
Financial Advisor Adelaide
We are an award winning practice that has been providing financial advice to South Australians since 1969. We really enjoy getting to know our clients and building a relationship with them that lasts over many years. We have a diverse range of clients from mum and dad to AFL players to ASX CEOs. All of which have a diverse range of financial advice needs and very different relationships to maintain. Our clients describe a 'breath of fresh air', personable, expert and people with high integrity. Clients have also mentioned that they are not treated as a number and the advice is specific to them. Working with clients for clients.
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Financial Planning Adelaide
A person's financial story is like a jigsaw puzzle... "lots of pieces needing to be put into their correct places". A financial adviser can assist a client to put the pieces in the right places by having a series of simple conversations about where a they are currently situated, where they want to be and what strategies can assist them. Every client has a different financial story and goals. Each jigsaw puzzle will always be different. A good financial adviser is experienced at putting together a wide range of jigsaw puzzles. Helping a client put their own puzzle together and seeing their satisfaction is a wonderful feeling.
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