Andrea Dawson Archive

Strategic Financial Advice

Discover how the COVID pandemic has led to bigger government, tighter labor markets, reduced globalisation, higher inflation, worse housing affordability, the rise of working from home, and a faster embrace of technology.

Strategic Financial Advice

Discover the latest trends and insights in our May 2024 economic and market overview. Learn about global growth forecasts, inflation, interest rates, and market performance across major regions.

Strategic Financial Advice

It’s a dilemma many of us face – are we better off directing extra money to our mortgage or super?

Strategic Financial Advice

Setting up your SMSF is just the beginning. Make sure you’re aware of your obligations as an SMSF trustee and get the most out of your fund with this quick guide.

Strategic Financial Advice

Is high Australian household wealth a source of support for consumers? Household income data from the OECD showed that Australia had one of the lowest rates of annual real household disposable income per person compared to its OECD peers.

Strategic Financial Advice

As scams continue to evolve, it’s important to stay on top of the latest information. Here are some tips for staying protected against some of the most common scams impacting Australians today and red flags to watch out for.

Strategic Financial Advice

Many individuals work beyond retirement age for social, personal, or financial reasons. But what does this mean if you’re receiving the Age Pension?

Strategic Financial Advice

The surge in inflation coming out of the pandemic and its subsequent fall has been the dominant driver of investment markets over the last two years – first depressing shares and bonds in 2022 and then enabling them to rebound.

Strategic Financial Advice

A rally in the second half of the month helped global share markets generate solid gains in January, extending the rally from November and December.

Strategic Financial Advice

Explore the transfer balance cap introduced in the 2016 Federal Budget, crucial for retirement planning, covering its limits, indexing, and penalties for exceeding.

Strategic Financial Advice

Australian inflation is very high. The Reserve Bank of Australia (RBA) has been focusing on reducing inflation through the main policy tool available in the central bank’s toolkit – interest rates.

Uncategorized

Investing is full of jargon and technical terms that can make getting started or managing your investments seem intimidating. Learn more about the key terms involved.

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.