Australian Share Market Update, March 25, 2011
March 28, 2011
The All Ordinaries index gained 46.1 points to end the day 1% higher at 4,840.3. Read more
Changes to bank lending
March 9, 2011
Early in February a change to mortgage lending rules came in that I think requires a bit of discussion – its also worth bringing up as many people still don’t get that bank lending practices are a key determinant in the growth of the value in residential property. Read more
Aged Care and Family Communication
January 27, 2011
This week we did some work with a family where the mother of the family, at the sprightly age of 90 has just decided to move into a residential aged care facility. Read more
Attitudes towards Superannuation
January 27, 2011
Recently the Australian Institute of Superannuation Trustees (AIST) commissioned a report into attitudes on superannuation. Read more
Superannuation – Who has enough?
January 27, 2011
A survey was released a year or so ago by AMP highlighting the shortfall Australians have in their superannuation savings with approximately 31% of all Australians being on average 11% behind in their savings needs. Read more
Retirement – Are you ready?
January 27, 2011
It’s not hard to lose a couple of hours daydreaming about THE TRIP whether it be touring through Europe, or tripping round Australia caravanning under the stars surrounded by miles of emptiness. Most of us hope to do such a trip when we retire along with the hobbies and activities that so far have been pushed aside as we grapple with the mortgage and the school fees. Read more
Women Managing Money
January 27, 2011
I had a bit of a flick through the Financial Literacy Foundation’s recent report Financial Literacy Women Understanding Money and came across some positive results for women in general. Read more
How your lifestyle effects your insurance
January 27, 2011
Did you know a third of our population is on a diet and another third of our population is trying to maintain their weight at any one time! Read more
Mortgage Stress and your life insurance
January 27, 2011
The other day while I was having a reshuffle of some paperwork on my desk, I came across an article showing a breakdown on what causes mortgage stress. With yo-yoing interest rates, mortgage stress is the flavour of the month. Read more
Self Managed Superannuation – Is it for You?
January 27, 2011
Articles regularly appear the financial press about the growth in Self managed Superannuation funds (SMSFs) and the fact that many people do not understand the requirements placed on them by the legislation and indeed whether or not it is actually appropriate for an investor actually hold their superannuation funds in such a vehicle. Read more