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Posts Tagged ‘financial planning’
Investment Review 2020-21
August 6th, 2021The volatility of the global economy around the onset of the COVID-19 pandemic left many investors concerned about their investments. As we review the financial year that was, we’re seeing a strong return to form in investment markets, after an initial plunge in March 2020. A stimulatory approach from governments around the world, and particularlyread more
My Term Deposit is About to Mature – What are my Options?
February 19th, 2021Term deposits have been a staple of many people’s wealth portfolio for a long time. However, with interest rates slashed in recent years, we are now seeing the banks (especially the “Big 4”) offering miserly interest rates of around 0.5% per annum. This is now lower than the rate of inflation, so term deposit investorsread more
What are your financial resolutions for 2019?
December 20th, 2018It’s early January – the festive season and New Year’s celebrations are done and dusted. Now is the time of year we’ve all fielded the age-old question: “What are your New Years’ Resolutions?” For some it may be losing weight, getting a better job, hitting a personal milestone or climbing Mt Everest; but we couldread more
Market Watch October 2018 – Volatility
October 12th, 2018Over the past week or so, global share markets have fallen significantly due to growth concerns. One of the catalysts is the concern that rising US longer-term interest rates could lead to slower US and global economic growth, while another is the ongoing concern that the US-China trade frictions could develop into a more significantread more
What are Australians Spending Their Money on?
September 5th, 2018Often in life, you have to find a good balance between spending money on the things you need; the things you want; and saving some for a rainy day. Dividing up your income in this manner makes for some interesting statistics – particularly when you segment it demographically. Read on to find out how differentread more
Interdependent Relationships in Estate Planning
July 31st, 2018Protecting family estates from hefty tax bills can be challenging, however there are little known concessions that can save beneficiaries tens of thousands of dollars in liability. Many people make the mistake of not fully accounting for the relationship between superannuation and estate planning when drafting their wills. Estates with large payments from a superannuationread more
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