Author Archives: AdminX5y7WrK

IFA Excellence Awards 2015

IFA Excellence Awards 2015

The IFA Excellence Awards are the only industry awards dedicated exclusively to boutique and non-aligned financial advisers.

LIFE Financial Planners is proud to announce that we have been nominated as finalists for the second year in a row in the category of Best Client Servicing – Company. As an independently-owned financial advice company that pride ourselves on providing the best personal advice and customer service we are extremely honoured to be finalists in this category again.

FINALIST_BEST_CLIENT_SERVICING_COMPANY (3) IFA Excellence Awards 2015 IFA Excellence Awards 2015 FINALIST BEST CLIENT SERVICING COMPANY 3

The IFA Excellence Awards will be announced at a ceremony in Sydney on Friday, August 7th.

Lonsec Market Commentary – May 2015

Lonsec Market Commentary – May 2015

The S & P/ASX 200 Accumulation Index was up slightly at the end of May despite the big 4 banks being down 3.20% over the month.

European equity markets all finished slightly down at the end of the month while the Shanghai Composite and the NIKKEI both finished up.

Another budget deficit was forecast but consumer sentiment was up, spurred on by the RBA cutting the cash rate by another 0.25% to a new historic low of 2.0%.

For a round up of the domestic and international economic news for May you can read the full Lonsec Market Commentary here:

Lonsec Market Commentary – May 2015

Single life can lead to little death

Single life can lead to little death

Setting yourself up with life insurance is easier when you’re young and healthy and the premiums are often much less than you’d think. Neale Prior spoke to Marijana for his article ‘Single life can lead to little death’ in The West Australian (April 20, 2015). Marijana explains that men and women in their mid-twenties should get plenty of income protection, trauma and TPD insurance in case something goes wrong in their active life.

If you’d like to talk to Marijana about putting insurances in place to protect yourself, your family and your assets, please give us a call.

Read Neale Prior’s article in ‘Your Money’ in The West Australian; ‘Single life can lead to little death’, featuring our very own Marijana Ravlich.

Single life can lead to little death – The West 20 April 2015

 

Life Financial Planners in The West Australian

Picking up the tab if things go wrong

Marijana was featured once again in The West Australian on Monday, February 9th 2015!

In Neale Prior’s article ‘Picking up the tab if things go wrong’, featured in The West’s ‘Your Money’ liftout, Marijana discusses her reasoning for ensuring her daughters are adequately covered with life insurance.

If, like Marijana, you have children that may be in need of life insurance cover, please do not hesitate to call us to discuss how we can help.

The full article is available here:

Picking up the tab if things go wrong – The West 09 Feb 2015

Sort Out Your Super in 2015

Taking a little time to look at your superannuation now can make a huge difference in the future. As this article from The New Daily explains, few of us are aware of how much super we have, what it’s invested in and how much we’ll need for retirement.

Many of us aren’t interested in how our super performs until we’re close to retirement but much like you check your bank statement each month, just checking your super is on track regularly can make such a difference later. Don’t leave it until it’s too late – make 2015 your year to get your super on track!

http://thenewdaily.com.au/money/2015/01/13/sort-out-your-superannuation/

Online Insurance Doesn’t Come Cheap

It seems that you can buy almost everything cheaper on-line these days but this article, recently published by WA Today, explains that this definitely isn’t the case for life insurance. Buying directly through an on-line insurer can not only be more costly for you, it may not even meet your needs or be the right insurance for you. If you’re considering life insurance speak to us first!

Online Insurance Doesn’t Come Cheap

Marijana was recently approached for comment on limited borrowing recourse arrangements for Self Managed Super Funds. Her comments were featured in the below article in The West Australian recently “DIY Lobby Group Takes on ‘Rogues’”.

DIY Lobby Group Takes on Rogues - The West August 4, 2014 (Page 6) DIY Lobby Group Takes on 'Rogues' DIY Lobby Group Takes on 'Rogues' DIY Lobby Group Takes on Rogues The West August 4 2014 Page 6

DIY Lobby Group Takes on Rogues - The West August 4, 2014 (Page 7) DIY Lobby Group Takes on 'Rogues' DIY Lobby Group Takes on 'Rogues' DIY Lobby Group Takes on Rogues The West August 4 2014 Page 7

If you or anyone you know would like to speak to Marijana, a SPAA Specialist Adviser, about whether a Self Managed Super Fund might be right for you please give us a call on 08 9322 1882.