Andrea Dawson Archive

Strategic Financial Advice

Managed fund distributions are key to understanding how income and profits from investments are shared. Dive into how they're paid and calculated.

Strategic Financial Advice

November 2024 Market Overview: A detailed look at global and local economic trends, highlighting inflation and interest rate impacts during the month.

Strategic Financial Advice

Life insurance and genetic testing discrimination is set to be banned by the government. This article explores the impact on premiums, coverage, and how these changes affect life insurance policies.

Strategic Financial Advice

Expect the AUD to rise as favorable interest rates, undervaluation, and rising commodity prices set the stage for potential currency growth in the coming year.

Strategic Financial Advice

In the mortgage versus super debate, the right strategy depends on your financial goals. Explore how to weigh the benefits of paying off your mortgage or boosting your super.

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.

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.