The FPA Awards are national financial planning awards designed to recognise members who deliver the highest standards of professional and trusted advice to Australian consumers.
During share market movements such as we have seen over the past six weeks, we know the instinct to act rather than remain steadfast can be compelling.
When farmers Graeme and Victoria first came to us, it was with the goal of reducing their insurance premiums and simplifying their super. We were pleased to be able to help them in this regard by: Consolidating their super (which also saw their yearly fees reduce by $1170). Bringing their yearly insurance premiums down by […]
A routine task for financial journalists at this time of year is to write a summary of the year in markets and to survey economists on their expectations for the coming year. These so-called ‘year-enders’ are worth revisiting 12 months on.
Our previous case study focused on Retirement Planning and how maximizing Super Contributions works to your advantage in terms of financial security. Today we’ll meet Lisa, one of our valued clients who reached out to our financial planners in Perth. We had a chance to help her work through difficult questions and issues concerning taxation, […]
Recently, we shared a client case study that showed how Investments and Superannuation strategies can be utilized to work in your favour. Today we will be presenting you with a case study similar to our previous one which discussed Retirement Planning. However, we will be focusing on maximising Super Contributions to reach our goal. Our client […]
We discussed Personal Retirement Planning on our previous case study. Today we’ll be looking at another client case study about Investment and Superannuation Strategy and how essential it is to planning and creating a stable retirement fund. In some recently released results from “The Australia Talks National Survey” of more than 50,000 Australians, it was […]
Being financial advisors, we are always working to improve the financial lives of our clients. Principally, our work revolves around assisting our clients to achieve financial security and fulfill their higher goals in life. We recently wrote about insights on what consumers think of financial advice and of the advisors who deliver it based on a […]
A recent report by ASIC (Australian Securities & Investments Commission) has shed some light on what consumers think of financial advice and of the advisors who deliver it. The report explored the use of financial consultants, and attitudes towards them. Results reveal that people who have already sought advice, or intend to, are more likely […]
In this case study, Mr and Mrs Brown were referred to one of our financial advisors in Perth by their daughter. They’re both in their early sixties and would like to retire as soon as they possibly can. They own the home that they live in, and they also own an investment property – the […]