Brisbane Investors: Review Your Goals for the New Financial Year

Earlier this year we reported a noticeable upsurge in enquiry from Brisbane residents and business owners seeking the advice of qualified financial planners. This enquiry level continued throughout the year with investment advice being sought by a multi-faceted client base, each with unique financial circumstances and situations. Read more

the fundamentals of retirement planning

Self managed super fund’s build greater retirement confidence

Recent research from the Self Managed Super Fund (SMSF) Association and National Australia Bank (NAB) Trade, entitled Intimate with SMSFs is an illuminating insight into the operation of Australia’s half a million plus SMSFs. Read more

The winners and losers of inflation

So what is inflation? It refers to the increase in the price of goods or services over time, in other words the loss of real value per unit of money. Read more

Things to do before 30 June

With the end of the financial year upon us, it is a good time to review your situation prior to 30 June. Read further for some common items for you to consider. Read more

Bank Capital Requirements

There has been plenty of press recently around the potential impact of changes to the rules around how much capital our banks are required to hold. But why is the amount of capital held important, and what are the possible impacts from changes to the rules? Read more

Fortescue (FMG) - Caught Between A Red Rock And A Hard Place

The stock in focus this month is Fortescue (FMG). When constructing portfolios and looking specifically at individual stock selection, the stocks that we don’t own can have just as much impact on performance as the ones we do own. Read more

Choosing A Canberra Financial Planner : How To Select The Right Advice

Populated by a workforce earning the highest average full-time income in Australia, it’s no surprise that Canberra’s residents are increasingly seeking out the services of a financial planner to build and protect their wealth and pursue their financial goals. Read more

pension cuts

Age Pension Changes Affect Part Pensioners

On Tuesday 12 May 2015, Federal Treasurer Joe Hockey released his second budget. One of the biggest changes was to the asset test assessment for the Age Pension. Read more

Budget 2015 – what does it mean for you?

On 12 May 2015, Federal Treasurer Joe Hockey released his second budget. The budget contained a number of cost saving measures, as well as some programs designed to boost economic activity and employment. Read more