Andrea Dawson Archive

Strategic Financial Advice

Salary sacrificing into super can be a smart way to enhance retirement savings and reduce taxable income. This article explores the benefits and considerations to determine if it’s worth it for you.

Strategic Financial Advice

Asset allocation is crucial for balancing risk and reward in your portfolio. This article explores various strategies to optimise your investments.

Strategic Financial Advice

This August economic overview explores Australian and global market trends, inflation dynamics, and interest rate predictions, providing key insights for investors.

Strategic Financial Advice

Biases and investing can lead to costly mistakes. This article explores common cognitive biases that impact investment decisions and how to mitigate them.

Strategic Financial Advice

AI and investing are revolutionising financial strategies. From algorithmic trading to robo-advisors, explore how AI impacts the future of investing.

Strategic Financial Advice

Dive into the world of active and passive investing with this comprehensive guide. The guide explores the fundamentals of each strategy, comparing their costs, market performance, and how they can work together in your investment portfolio.

Strategic Financial Advice

Considering bonds for your portfolio? Discover the benefits and risks of bond investments and how interest rates impact their value. Learn why bonds can be a stable income source and help diversify your investments.

Strategic Financial Advice

Discover why it's essential to reassess your asset allocation. While cash has been a top performer, changing interest rates and inflation trends suggest it might be time to consider bonds for long-term growth.

Strategic Financial Advice

Discover the benefits of protecting overseas investments with hedging. Learn how currency hedging can offset foreign exchange risks and improve the stability of your global investment returns.

Strategic Financial Advice

Discover how the First Home Super Saver Scheme can help you save for your first home. Learn about eligibility, contributions, and the tax benefits that make home ownership more achievable.

Strategic Financial Advice

Risk appetite defines your willingness to accept potential losses for investment gains. Discover how understanding your risk profile can guide your financial decisions and help achieve your investment goals

Strategic Financial Advice

From 20 March 2024, millions of eligible Australians will see an increase in their Age Pension payments. Discover how these changes help address inflation and cost of living.

Why you landed here

Phillip Anthony Partners joins Paris Financial East Melbourne

We are pleased to share that the team at Phillip Anthony Partners have merged with Paris Financial. Our team at Paris Financial can provide you with a large range of quality financial services with over 65 people located across two convenient locations in Blackburn and East Melbourne.

Paris Financial shares the same philosophy as Phillip Anthony Partners of providing a value focused and high quality service for each of our clients. We look forward to assisting with your accounting needs.