Category Archives: Latest News

Lonsec Market Commentary – October 2016

Lonsec Market Commentary – October 2016

The Australian market sold off in October, with the S&P/ASX 200 following US indices down to end the month at 5,229.00 pts. All sectors suffered, with the exception of Materials, which was able to add to large gains over the past five months, returning 1.29% in October, while the Financials sector produced a small positive return of 0.76%, with modest gains from the big four.

Global shares were down in October, with a gradual sell-off in the US and renewed pressure on the UK market. Europe’s largest shares managed to bounce back from recent falls, allowing the European index to finish in positive territory. Global shares, measured by the MSCI World TR Index, returned -1.36% in AUD terms, while the S&P 500 TG Index returned -1.27%, with some pre-election nerves making themselves felt throughout the month

Read more in the link below

lonsec-market-commentary-october-2016

From the Financial Planner

From the Financial Planner

Marijana shared her five top tips for women to get ahead financially in The West Australian’s Mind+Body lift out on Wednesday, March 26th, 2016.

If you’re looking to get your finances in order and start planning for the future, these tips are a great place to start. For further information or to get started with your free Financial Health Check you can contact us here http://www.lifefinancialplanners.com/contact-us/

The article from the Mind+Body life-out is available here:

From the financial planner From the Financial Planner From the Financial Planner From the Financial Planner 24 March 2016

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Matters of death and life

Matters of death and life

Marijana was once again asked to contribute to an article by Neale Prior in The West Australian on Monday, March 6th, 2016.

In ‘Matters of death and life’ Marijana discusses the importance of completing a full analysis of your current super funds before consolidating them. Many of us have insurance attached to our super that we may not even know about. Marijana explains how important it is to look at what you already have before you make any changes.

As Marijana mentions, it’s always important to consider the implications before making alterations to your super. If you’re looking to sort out your super, contact us first for your free initial consultation here: http://www.lifefinancialplanners.com/contact-us/

The full article from the ‘Your Money’ lift-out is available here:

Matters of death and life – The West 6 March 2016 (Pg 1)

Matters of death and life – The West 6 March 2016 (Pg 2)

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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.

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

 

Lonsec Market Commentary – March 2015

Lonsec Market Commentary – March 2015

The S&P/ASX 200 Accumulation Index was largely flat over March, while the Small Ordinaries Accumulation Index fell.

There were mixed results across major international indices with the DAX, CAC, Nikkei, Hang Seng and Shanghai Composites all up, while the FTSE and the S&P 500 were down.

The Australian unemployment rate fell, although economists predict this may rise again soon.

Top performers on the ASX 200 for March were IINET Ltd, Panaust Ltd and TPG Telecom Ltd.

For more domestic and international economic news for March 2015 you can read the full Lonsec Market Commentary here:

Lonsec Market Commentary – March 2015

Lonsec Market Commentary – February 2015

Lonsec Market Commentary February 2015

A cut in interest rates prompted a sharp rise in the Australian equity market in February. Equity markets in Europe (the DAX, CAC and FTSE) also continued to gain ground again, as did the S&P 500 and the Japanese, Chinese and Hong Kong indices.

Retail sales and economic growth grew slightly while the current account deficit fell 21%, mainly due to the fall in the Australian Dollar.

For a full summary of how we fared domestically and internationally in February you can read the Lonsec Market Commentary here:

Lonsec Market Commentary – February 2015

Lonsec Market Commentary – January 2015

Lonsec Market Commentary January 2015

In January 2015 we saw increases across the S&P/ASX 200 Accumulation Index, the S&P/ASX 300 A-REIT Accumulation Index, as well as the major European and Asian indices, while the US S&P 500 which declined 3.1%.

Retail sales growth increased slightly, along with consumer sentiment in Australia. We also saw the RBA cut interest rates for the first time in over 18 months, to a new record low of 2.25%.

For further details and figures you can read the in depth Lonsec Market Commentary for January 2015 here:

Lonsec Market Commentary – January 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