Month: November 2015

Strategic Financial Advice

Property vs Shares Debate Evening

Tuesday the 17th November saw a terrific turnout by Paris Financial clients to hear Martyn Rose from Morgan Stanley and Brad Straughair from Domain Property go head to head and toe to toe as they debated the respective benefits and advantages of their chosen assets – property and shares.

Both guests were very generous with their time and passionate opinions, which were possibly enhanced by the products of Daniel of Tellurian wines who conducted expert wine tasting with some generous prizes going good clients Dennis and Greg, enjoy the wine gentlemen!

So who won the debate?

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Strategic Financial Advice

Economic Update – November

Read the latest monthly market update– covering economic and investment market issues from around the world, as well as locally.

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Strategic Financial Advice

Go easy on your spending this Christmas

With the festive season fast approaching, it's a good time to start planning how you will pay for gifts and entertaining over the Christmas and New Year period.

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Strategic Financial Advice

3 key considerations for SMSF investors in the lead up to Retirement

Australians are enjoying longer and more active retirements than ever before, so what can you do to help make sure your money lasts?

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Strategic Financial Advice

Will my kid's ever leave home?

These days it can be natural for kids to stay at home until adulthood. Our 7 tips can help ensure your own goals don't pay the price.

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Strategic Financial Advice

Wind down your working days sooner

3 things to know about transition to retirement pensions.

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Strategic Financial Advice

Would downsizing be worthwhile for you?

It seems to make logical sense. You retire, sell the now cavernous family home, buy a cosier place and use the cost difference to boost your retirement income – win-win right? The answer is – “it depends.”

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Strategic Financial Advice

Estate Planning – not just for the wealthy

Most people don’t like to think about estate planning. In fact according to studies, almost half of all Australians don’t have a legal will.

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Strategic Financial Advice

Helping your child understand the value of money

“I want that one,” is a phrase that most parents hear more often than not, particularly as we enter the pre-Christmas period where advertisers aggressively compete for your child’s attention and your hard earned dollars.

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Strategic Financial Advice

Where there’s a Will, there’s an Estate Plan – Well, there should be

Let’s face it: no-one likes to think of death, especially their own. It’s not exactly a great conversation starter, is it? This might explain why so many people end up “dying Intestate” which means they die without a will and, as a consequence, have their assets distributed according to State law.

Sadly, the way State law distributes a deceased person’s assets among family members can often be a lot different to the way a deceased person wanted their assets distributed.

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