Paris Financial Archive
Strategic Financial Advice
The impacts of interest rate hikes on consumers are well known; higher interest means that mortgage debt servicing costs will go up which is negative for consumer spending.
Strategic Financial Advice
It’s natural to feel nervous when markets fall. News about inflation and rising interest rates may prompt you to make an emotional investment decision.
Strategic Financial Advice
Pleasingly, global share markets fared well in October and recovered most of their lost ground from September. Locally, the S&P/ASX 200 Index re- turned 6.0%.
Lending & FinanceProperty
With interest rates continuing to rise, we just wanted to check in to see how you’re doing! Is it Time to Re-Finance? Our team of mortgage brokers are here to help.
Strategic Financial Advice
Recent research discovered that Australians that had an existing connection with a financial adviser had higher quality of life, mental health, family life and more confidence in a comfortable retirement.
SMSF
Clients with self managed superannuation funds (SMSF) often ask what assets the SMSF can acquire.
PropertyTax
Income and tax deductions from rental properties is one of the four key areas the Australian Taxation Office (ATO) is focusing on this tax time. It’s an area that’s easy to get wrong, and needs extra care when lodging.
Strategic Financial Advice
A vital ingredient to successful investing over the longer term is knowing yourself – and specifically knowing the mental traps you may fall into when making investment decisions.
Strategic Financial Advice
Investing in shares is a popular way of helping people to achieve their long-term financial goals. These investments can generate favourable returns over time as companies grow and improve their profitability.
Strategic Financial Advice
Aussies are living longer than ever before, with men expected to live until age 80 and women until age 85.
Strategic Financial Advice
Gifting, or financially assisting family or friends by giving away some of your assets or accumulated retirement savings, can be a great way to help out younger family members or friends.
