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Archive for August, 2012

Financial Planning Adelaide Mission

What we stand for

Posted on August 31st, 2012 · Posted in About, General

I was asked recently what my mission statement is: We will be known as South Australia’s leading provider of financial planning and loan services. We will understand what our clients.. read more

Financial Planning in Adelaide

Financial Planning in Adelaide has never looked so good!

Posted on August 31st, 2012 · Posted in General

Thank you for the kind feedback on our new look website.  I was especially touched by this fine effort to improve the look on the videos!

financial planning adelaide

August Economic Update

Posted on August 23rd, 2012 · Posted in Financial Planning, First Home Buyers, General, RBA

I love siting down to prepare monthly thoughts for my financial planning clients in Adelaide.  We might be the 6% state but we have the world’s best Reds – Shiraz,.. read more

first home buyer in adelaide

To Fix or Not to Fix

Posted on August 21st, 2012 · Posted in First Home Buyers, General

It’s almost time for the Spring campaign.  Not talking about the horses or the AFL or even the real estate market.  I’m talking about the banks push for market share.. read more

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First Home Buyer Video – Finance Tips Galore

Posted on August 20th, 2012 · Posted in First Home Buyers, General

This first home buyer video is essential viewing for first home buyers in Adelaide seeking to understanding the key aspects of purchasing their first home.  I also recommend downloading the Free finance wise.. read more

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Life Insurance Video for Medical Professionals and Families

Posted on August 20th, 2012 · Posted in Family Risk Protection, General, IP for Medical Practitioners

Life insurance is the most well known of all risk insurance.  I am often asked how an appropriate sum is calculated.  I commence this process by completing an assessment of.. read more

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Total and Permanent Disability Video for Medical Professionals and Families

Posted on August 20th, 2012 · Posted in Family Risk Protection, General, IP for Medical Practitioners

Total and Permanet Disability insurance is paid when an insured client is either partially or permanently disabled.  It is a lump sum payment and can be held inside or outside.. read more

inccome protection for doctors in adelaide happy-heart

Understand heart disease – for medical professionals and families seeking income protection.

Posted on August 17th, 2012 · Posted in Family Risk Protection, General, IP for Medical Practitioners

It’s our biggest killer, but many of the risk factors for cardiovascular disease are preventable. These numbers will not come as a surprise for medical professionals looking for income protection.. read more

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Trauma Protection Video for Medical Professionals and Families

Posted on August 15th, 2012 · Posted in Family Risk Protection, General, IP for Medical Practitioners

Trauma protection is a vital component of family risk protection. Clients are insured when diagnosed with a heart attack, a stroke or cancer.

finance wise first home buyers advice in Adelaide

Parents helping your children purchase their first home

Posted on August 15th, 2012 · Posted in Family Risk Protection, First Home Buyers

I was amazed to read that in survey, cited in an article in July 2012, of Australians aged over 50 that parents give $22 billion a year to their adult.. read more