They’re so down to earth when explaining everything. They’re always there for us.
Lonsec Market Commentary – June 2015
As the financial year came to an end the S&P/ASX 200 Accumulation Index lost 5.30% in June amid earnings downgrades. There was fairly heavy selling in Europe at the end of June amidst the still continuing Greek Debt Crisis, equity markets across Asia fell as well over the month.
The RBA left interest rates at 2% and while the trade deficit narrowed and retail sales were up, both were less than hoped for. In the US and Europe there were continuing signs of growth and improving economic activity.
For a round up of the domestic and international economic news for June you can read the full Lonsec Market Commentary here:
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.
The IFA Excellence Awards will be announced at a ceremony in Sydney on Friday, August 7th.
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:
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.
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:
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!
George Lucas at Wealth Know How provides a round up of the state of the markets in his latest video – All Eyes on Equities but US T-Bonds is Where it’s at (October 2014).
George Lucas at Wealth Know How provides a round up of the state of the markets in his latest video – Bears Grumble as Markets Decline (October 2014).