Financial Planning

Financial Commentary and Investment Opportunities for September 2016
Financial Commentary and Investment Opportunities for September 2016 Today, in our monthly video newsletter, Dennis speaks about current economic issues and three major investment opportunities for Australian investors.
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What makes a good financial adviser?
What makes a good financial adviser? Qualifications There was once a time where becoming a financial adviser was relatively simple; complete a Diploma of Financial Planning, find a licensee who will have you and off on your way. Events such the demise of Storm Financial have led an incredible push to raise the industry professional standards over the past ten years, […]
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Counting the lifetime cost of an unexpected illness or accident
Counting the lifetime cost of an unexpected illness or accident It’s a pretty confronting scenario that thousands of Australians face the reality of every year: what would you do if the main breadwinner in your household could no longer bring in an income? Most people don’t have a backup plan. This is where insurance comes in. Curve balls. They’re unexpected, often deceptive and it’s impossible […]
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Tax and the family home
Tax and the family home Australians love property and for the property owners among us, it’s been a nice feeling watching market values rise. It’s worth remembering though, the tax man could want a share if you sell. Unless the property is your primary residence, you could find capital gains tax (CGT) taking a cut of your profits. CGT applies […]
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Red open sign hanging in shop front glass door
Buying a business Set yourself up for success Many of us dream of running our own business, with all the independence and satisfaction that offers. While striking out on your own can be personally and financially rewarding, getting off to a good start is crucial to success. So if you are seriously thinking about becoming your own boss […] Read more