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).
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!
LIFE Quarterly – September 2014
In this issue we look at the recent changes to aged care, a few tips to keep your personal finances under control and how financial advice can help you to reach your investment goals.
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’”.
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.
The Governor of the Reserve Bank of Australia, Glenn Stevens, has today announced that interest rates are to remain on hold. He has stated “In the Board’s judgement, monetary policy is appropriately configured to foster sustainable growth in demand and inflation outcomes consistent with the target. On present indications, the most prudent course is likely to be a period of stability in interest rates.”
Read the full media release here: http://www.rba.gov.au/media-releases/2014/mr-14-15.html
Non-majors trim fixed rates – 28 August 2014
Two non-major lenders have today announced cuts to fixed rates, with one cutting one of its products below 4%. Heritage Bank have dropped their one-year fixed rate to 3.99%, the lowest in the banks history.
Read the full article here: http://www.brokernews.com.au/news/breaking-news/nonmajors-trim-fixed-rates-191187.aspx
IFA Awards for Excellence – August 2014
LIFE Financial Planners is proudly one of seven finalists from around Australia to be nominated in the national Independent Financial Adviser (IFA) Awards for Excellence – Best Client Servicing Company.
As the only WA finalist we are honoured that our commitment in providing outstanding service to our clients has been recognised by the leaders in our industry. We recently returned from the awards in Sydney and while we didn’t win this year we are very proud to have been chosen as one of the finalists among our leading peers.
The nomination culminates an outstanding year by Life Financial Planners. Not only does the company mark its 10th anniversary on 1 October 2014 but as part of our continuous drive for service excellence, Marijana is now a SPAA Accredited Self-Managed Superannuation Fund Specialist Adviser.
Diversification in Superannuation
This video focuses on Diversification in Superannuation. James Dunn puts you in the picture on what you need to consider to diversifying superannuation and what should be the critical priorities depending on your stage of life and appetite for risk.
How do Self Managed Super Funds Work?
Self-Managed Super Funds are a hot topic right now but what exactly are they? If you’re considering an SMSF in your investment strategy take a look at this video from Wealth Know How, which provides you with a brief run-down of what a Self-Managed Super Fund is and how they work.
If you are considering setting up your own SMSF why not give Marijana a call? Being a SPAA Accredited SMSF Specialist Adviser she can help you with any questions you might have and help you to decide whether an SMSF is right for you.