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Archive for the 'Financial Planning' Category

financial planning adelaide

I hope I’m wrong …

Posted on December 3rd, 2012 · Posted in About, Financial Planning, General, RBA

The Reserve Bank meet tomorrow and popular consensus amongst Economists is a rate drop of 0.25% with the banks passing on about 80%. But popular consensus was turned on it’s head.. read more

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The EYES have it

Posted on November 1st, 2012 · Posted in Family Risk Protection, Financial Planning, General, IP for Medical Practitioners

Access Economics in 2004 estimated the total cost of vision disorders in Australia was almost $10 billion – I wonder 8 years on how much it is costing the community… read more

finance approval adelaide

finance check council check certifier …..

Posted on October 30th, 2012 · Posted in Financial Planning, General, Sub-Division

Since the last update the Forestville project has gained some momentum. Firstly, the Unley council in Adelaide has approved the variation to the planning application.  The floor plans are far.. read more

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Why we need advice

Posted on October 30th, 2012 · Posted in Financial Planning, General, SMSF, Sub-Division

This article appeared in the Wealth Professinal magazine a couple of weeks ago and is worth a read Investors without financial advisers make bad decisions Only 45% of the middle.. read more


Aged Care Financial Planning Expertise

Posted on September 27th, 2012 · Posted in Aged Care, Financial Planning

Having been a member of the financial and risk committee, an Independent Director of a not-for-profit Aged Care Facility (www.bethsalemcare.com.au) and the Chairman of the Greenbriars Retirement Village I offer.. read more

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New Compliance Requirements for SMSF Trustees

Posted on September 10th, 2012 · Posted in Financial Planning, General, SMSF

Another week another job for SMSF trustees.  From August 7th 2012 trustees will be required to: Regularly review the SMSF’s strategy; Consider whether the fund should hold insurance (i.e Life,.. read more

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