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Blog. Finance advice, opinion and economic news from finance wise


First Home Buyer News – September 2012

Posted on September 12, 2012 · Posted in First Home Buyers, General

Another young couple has taken advantage of finance wise advice and saved over $24,000 in mortgage insurance and additional interest costs.  In addition, finance wise negotiated a significant interest rate.. read more

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Breast Cancer

Posted on September 11, 2012 · Posted in Family Risk Protection, General, IP for Medical Practitioners, Trauma

One of the major causes of claims for Trauma Insurance is Breast Cancer.  At some point in time everyone has a family member or friend that has been diagnosed with.. read more

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New Compliance Requirements for SMSF Trustees

Posted on September 10, 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

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Sub-Division and Construction Finance

Posted on September 6, 2012 · Posted in General, Sub-Division

On Thursday September 6th I executed a contract to jointly purchase a vacant allotment in Forestville – some 3 kilometres from the Adelaide GPO. I have assisted clients with funding.. read more

Financial Planning Adelaide Mission

What we stand for

Posted on August 31, 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 · 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!

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August Economic Update

Posted on August 23, 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

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To Fix or Not to Fix

Posted on August 21, 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


First Home Buyer Video – Finance Tips Galore

Posted on August 20, 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


Life Insurance Video for Medical Professionals and Families

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