Category Archives: What’s New

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 – 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

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/

Lonsec Market Commentary – December 2014

In December 2014 we saw the S&P/ASX 200 Accumulation Index rebound, up 2.1% with meant a 5.6% return overall over the past 12 months. Along with Australia, the US also saw overall gains for 2014, with a 13% return on the S&P 500. Over the course of 2014 the DAX, CAC and FTSE all fell with declines of -4%, -5.5% and -3% respectively.

For further updates on how Australian and global markets performed in December 2014, you can read the Lonsec Market Commentary here:

Lonsec Market Commentary – December 2014

Lonsec Market Commentary – November 2014

In November 2014 we have seen building approvals and retail sales increase across the country. The S & P 200 Accumulation Index declined 3.3% while the Ausbond Composite Index for Fixed Interest grew 1.3%.

November also saw the Australian Dollar continue to fall against the US Dollar and the RBA kept interest rates on hold.

Lonsec Market Commentary – November 2014