With interest rates at record lows, investors have been searching high and low for a decent yield. And they’ve been finding them, but not where you might expect. Conventional wisdom says to buy bonds and term deposits for income and shares for growth, but low interest rates have turned that advice on its head. Instead, […]
It’s the start of a new financial year – a great time to formulate some financial resolutions to make the coming year your most prosperous yet. It’s also an excellent time to take stock of the year that was. On the global stage, the year finished where it began. In the US, the economy continues […]
Common sense may say that the time to invest is when markets are down, but the reality is that most investors wait until markets are running hot before they get on board. Then, terrified of losing money, when the market starts to fall, they sell. The psychology of an investor plays a significant role in […]
When the Reserve Bank Governor says the Sydney property market is crazy, you have to take talk of a housing bubble seriously. And you don’t have to live in Sydney to be concerned. Governor Glenn Stevens’ remarks helped fuel a growing national debate about house prices and affordability especially for first homebuyers. While other property […]
Highlights : Global growth continues a slow recovery US Federal Reserve remains data dependent on the road to interest rate normalisation Eurozone economic recovery continues on the back of the ECB’s quantitative easing China PBoC maintains a stimulus program to stabilise growth Australian Federal Budget forecasts budget deficits until 2020 RBA maintains the cash rate […]
The (Australian Taxation Office) ATO has just released its online guide for tax compliance. Here’s how to avoid getting caught out at tax time. As the end of financial year approaches, the ATO is once again taking the magnifying glass to our financial affairs, to ensure we’re all paying what we should. With new technology […]
The countdown to the end of the financial year may not create the same excitement as the approach of New Year’s Eve, but it does have one saving grace. With a little bit of planning before June 30 you could end up with a welcome financial pick-me-up after the Christmas-New Year spending spree. The general […]
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 […]
Federal Budget 2015 – Small Business Small businesses with a turnover of less than $2 million have been singled out as one of the major growth engines of the economy. In order to encourage the sector to invest, innovate and create new jobs, small business will receive a 1.5 percentage point tax cut to 28.5 […]
Superannuation The only proposed superannuation change of significance is to extend the maximum life expectancy – from 12 to 24 months – to allow a terminally ill patient access to their superannuation. No other new superannuation measures were announced in this year’s Budget, in line with the Government’s 2013 election commitment to not make changes […]
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.
Financial Planner Adelaide
The one most rewarding thing about being a financial planner in Adelaide is when you have been working collaboratively with a client in developing and building their goals and objectives and the come to fruition. This give both the clients and myself a real sense of achievement and to use the famous quote 'are we there yet?' and together we can say YES! There has never been a better time to look towards what you want to achieve and start a financial plan so you can get there too.
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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