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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Debt Recycyling

For many of us, owning a home is only possible with the financial challenge of repaying a large mortgage. The focus is on cash flow and reducing the loan as quickly as possible. Wealth creation plans are left until ‘later in life’ this leaves little time to benefit from the ...

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Anti Detriment Payments and Deduction.. Anti Who?

We all know the power of anti-oxidants in our foods that provide our bodies with goodness. Another ‘anti’ I want to introduce you to is the ‘anti-detriment’. Anti who? or Aunty who? As the advert asks that brought anti oxidants to our attention.

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Margin Lending Back In Favour

At the height of the downturn in the Global Financial Crisis and in the months following Margin Lending received a battering in the media. The reason behind the bad press was questionable lending practices and lack of service from some providers and advisers, who when the market turned down ...

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How much is enough?

Last month I ran a course on Superannuation. There are a few things that often come up when the conversation about super is started. It is often one of the most misunderstood investment structures, as some people think of this tax shelter as an investment product, so when they see a negative ...

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Investment Property 101

Owning property as an investment option when it comes to creating wealth provides some investors with a sense of tangibility and if you do your research and stay the course with your plan it can provide solid returns over time.

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