Category Archives: Blog

Will 2016 be an unhappy New Year on the Share Market?

We asked Chris Caton – Chief Economist at BT Financial Group 2016 began very poorly for share markets. In the first week, the US sharemarket had its worst week since September 2011, with the S&P500 index tumbling by 6%. One probably has to go back to the postwar period to find a worse start to the…

Continue Reading →

How we help our customers

Find out how we saved a new client over $3000 per year in fees and charges on their retirement investments. Unfortunately this is a common problem that we encounter frequently. The clients already had a relationship with a financial planner that operated within their accountant practice and had been with them for several years since…

Continue Reading →

How we help our customers

We recently had two clients in a very strained cash flow situations who are paying for life insurance policies for each other via their business. The existing policies had been open for more than twenty years and one client has developed a high BMI in the meantime, whilst the other underwent a triple bypass. Clients…

Continue Reading →

Why mentoring matters

Finding a person or organisation to help you navigate the world of business can be incredibly beneficial for your long term success – which is why more and more business mentoring programs are springing up. And it’s not just small business owners who benefit, it’s also the mentors. Mentoring – how it impacts small business…

Continue Reading →

Why social media can make you a better investor

New research shows that 70% of affluent US investors have made an investment decision based on information they have learned from social media; 34% use social media specifically to help inform their personal finance and investment decisions. Even for High Net Worth individuals with more than $1m in investable assets, 25% seek investment advice from…

Continue Reading →

How not to blow an inheritance

Royals Prince William and Princess Kate arrive in Sydney with their new son this week. According to a report by WealthX, young Prince George stands to inherit around a billion dollars. So it’s safe to say, financially, he’s looking forward to a pretty rosy future. But dealing with an inheritance even if it’s not as…

Continue Reading →

How financially fit are you?

What’s your idea of being fit? For some people it means never missing their early morning walk. Others might swim laps, go for a run, head to the gym or practice yoga. Fitness is very personal. You don’t need to be able to lift heavy weights or run a marathon to be fit. It’s about…

Continue Reading →

Small business women need to put themselves first financially

The number of women choosing to start their own business has grown rapidly in recent years. Women are doing it for themselves According to University of Sydney Researcher Meraiah Foley*, in the 10 years to 2012, the proportion of women running their own small-to-medium sized businesses grew by 12.6 per cent, compared to a 3.8…

Continue Reading →

How to marry for money

The word ‘fiancé’ and the word ‘finance’ are very similar. Apart from an additional letter, they’re basically identical words, and rightly so, because before you walk down the aisle with someone it’s a very good idea that you are on the same page financially. Richer and poorer Why? Well arguing about money is the top…

Continue Reading →

Giving back in business

Financial Adviser Brad Church, is currently trialling a new way to give back while running his business. He’s hoping to raise $20,000 for 100 families in poverty and at the same time grow his bottom line – a win/win. Philanthropy at work Brad who works for Goodman Private Wealth Advisers, wanted to develop an altruistic business…

Continue Reading →

Page 3 of 5