Research highlights the benefits of insurance for families

One of the most rewarding things about being a financial adviser is seeing the positive impact an insurance policy can have on a family’s life. That’s why I was particularly interested in the findings from a recent study[1] that explored the impact the sudden disability of a parent has on children and the other parent, […]

Continue reading

Ausbil Emerging Leaders Factsheet – December 2015

One of the investment managers within our Model Portfolio service is Ausbil. In this quarter’s report to our Model Portfolio investors we mention the Ausbil fund. To help you learn more about the Ausbil Emerging Leaders fund we’ve attached a factsheet for the December 2015 quarter. Please click here to read the factsheet. This fund […]

Continue reading

January 2016 Market Update

It’s been a rough start to 2016 with investment markets around the world declining in value. Shares will go through periods of downturns – this is a normal part of investing – although not a very pleasant part. Shane Oliver from AMP Capital has written a market update which explains what is happening around the […]

Continue reading

Keeping In Touch – Newsletter – December 2015

The December 2015 edition of the Keeping In Touch financial planning newsletter is now available. This edition looks at the changes to the Age Pension that are coming into force in 2017. Whilst they’re still a while away it’s sensible to learn how they may affect you. Click here to learn about how changes to the […]

Continue reading

Keeping In Touch – Newsletter – November 2015

The November 2015 edition of the Keeping In Touch financial planning newsletter is now available. This edition looks at how to plan for the new year ahead. Click here to learn about how to get set for the year ahead. If you’re looking for help with your financial planning we offer a free first appointment where […]

Continue reading

The Key Newsletter – Spring 2015

We’ve uploaded the Spring edition of our financial planning newsletter, The Key. In this edition we look at the coming Age Pension changes, the amount of life cover young families need, what’s happening in Greece and China, and how to be present in all areas of your life. Click here to read The Key newsletter. If you have […]

Continue reading

Update on Aspect Capital for our model portfolio clients

Many of our clients have investments within our model portfolio service. In this quarter’s portfolio update we make reference to the Aspect Capital fund. Here is the link to the fund report that we refer to in our update. If you’d like to find out more about our model portfolio service or financial planning in […]

Continue reading

Keeping In Touch – Newsletter – October 2015

The October 2015 edition of the Keeping In Touch financial planning newsletter is now available. This edition focuses on the power of regular investing. Click here to learn more about the power of regular investing. If you’re looking for help with your financial planning we offer a free first appointment where we can meet and talk about your goals […]

Continue reading

Recovering From Redundancy

Although our economy is showing good signs of recovery, it seems that it’s still not uncommon to read a story about large or high profile businesses making staff redundant. The flow on effects from past tough economic times are still being felt in many sectors of the economy and redundancy remains an all too common […]

Continue reading

Keeping In Touch – Newsletter – September 2015

The September 2015 edition of the Keeping In Touch financial planning newsletter is now available. This edition focuses on the importance of having personal insurance at various stages of life. Click here to learn more about personal insurance. If you’re looking for help with your financial planning we offer a free first appointment where we can […]

Continue reading