The Value of the Australian Dollar

The Australian dollar overnight in the United States hit $1.00 for the first time since it was floated in 1983.  I think I heard my stash of US dollar bills in my cupboard quivering overnight! If you are planning a trip or you buy stuff online from the US this is great news, but why […]

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Goals for Gold!

commonwealth games, dreams, financial planning, goal setting.

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Impact of New Federal Government

The re-election of a minority Australian Labor Party (ALP) will have a number of consequences for our money. These is a summary of the election and policy promises which may be amended or rubbished as a result of the minority government being formed. Taxation

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your definition of wealth

Some of us are very clear on what they want in life. While others of us can be a little more carefree in nature and have only sort of an idea of where they are heading. Then there are those who the thought of planning is not even on their radar.

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Getting Your Plans in Order

This week I caught up with Zoe Lamont, one of the brains and inspiring energy forces behind the 10thousandgirl campaign. We were having a coffee and chatting, among other things, about goal setting and the complexity and challenge that can occur with putting a dollar amount around your goals.

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Values based approach to financial advice

This month I was interviewed by Anneli Knight who writes for the Sydney Morning Herald and The Age about Values Based Financial Planning. My belief is that this approach to financial planning is the only way it should be done to ensure integrity and that a financial adviser is in business for ...

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Wealth Creation, Tax and ‘EoFY’

This time of year gets a little crazy in the run up to the end of financial year. With the 30th June being the final date to maximise tax deductions in this current financial year it it time to start planning to ensure you get a good taxation outcome. Here is my guide to reviewing […]

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Henry Tax Review.. Is it super?

This week the Federal Government released their response to the Henry Tax Review which was looking at the areas of Retirement Savings, Personal Taxation and Social Security. With an election looming there were not any major changes to the system at this stage but watch this space as the Federal ...

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Artwork for your retirement

Many people are attracted to owning artwork not just for the visual value but also for the investment potential. This type of investment product if selected correctly can be a great diversification from the listed investment markets that we see a lot of capital volatility in.

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Exchange Traded Funds.. an index listed on the market

From a portfolio construction perspective having Core portfolio exposure into a market sector which is not actively managed can be a good way to position your portfolio to take advantage of market movements.  You can then make strategic positions into specific companies or sectors of the market ...

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