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The new calendar year started with a rally in risk assets, with improvements in US economic data, improved sovereign bond auctions in Europe and new forecasts by the Federal Reserve suggesting zero interest rates to late 2014. In this issue: Economic Overview IMF Global growth forecasts China annual GDP growth Australian inflation Australian and global [...]
Archive for the ‘Investment’ Category
InScope Newsletter – Seven steps to help get the right split
Posted by Rebecca on November 28th, 2011
Many investors are understandably concerned when they read news stories about fluctuating global markets, European debt problems and national political decisions such as the carbon tax. How will this uncertainty affect the hard earned money you have invested, especially if you are nearing retirement? Click here to download this month’s InScope newsletter [PDF]
Posted in Financial Planning, Investment, News, Retirement 
Tags: financial planning, inscope newsletter, investment, shares 
Comments OffAugust Inscope: Current Global Markets
Posted by Rebecca on August 22nd, 2011
In the latest Inscope newsletter, Financial Wisdom examines the current economic issues confronting the US and European markets. Last week saw sharp falls in sharemarkets around the globe, leaving many investors feeling nervous or unsure. What happened last week, and what is the outlook going forward? Click here to download your copy of Insight [PDF] [...]
End of Financial Year Preparation
Posted by Rebecca on June 12th, 2011
Taxation and superannuation rules include many potential benefits and deductions. But if you don’t fulfil the requirements or miss a time deadline you may miss out. This fact file can help you prepare for the financial year end and sets out some things you can discuss with us. Topics include: Supercharge your superannation ‘Salary sacrifice’ [...]
Posted in Financial Planning, Investment, News, Super Tags: end of financial year, financial planning, superannuation, tax deductions, taxation Comments OffInscope: Federal Budget 2011-12
Posted by Rebecca on May 12th, 2011
Federal Treasurer Wayne Swan has handed down a conservative Budget, promising to return it to surplus in 2012–13. The Budget focuses on building Australia’s workforce and limiting spending in a number of key areas. We take a look at how the hanges to superannuation, taxation and social security benefits may affect you. Proposed changes include: [...]
Posted in Financial Planning, Income Protection, Investment, News, Retirement Tags: federal budget, financial planning, inscope newsletter, taxation Comments OffInsight Newsletter: India Rises
Posted by Rebecca on February 26th, 2011
While the impact of China’s growth on Australia’s economy has been well documented, India’s demand for our resources shouldn’t go unnoticed. The infrastructure requirements and growth of this developing nation has made India the third largest destination for Australia’s exports. This article looks at India’s growth, its impact on the global economy and the investment [...]
Educating your children is a major expense — the sooner you start saving for it the better.
Posted by Rebecca on October 27th, 2010
Sending your children through school is often the second largest expense after a mortgage for many Australians, so it’s important to plan ahead. Aside from school fees, there are regular expenses such as uniforms, equipment, and excursions that can affect your budget significantly, and with tertiary education these costs might be around for more than [...]
Posted in Financial Planning, Investment Tags: children, education, investment, schools Comments OffClient Testimonial: Jackie in’t Veld
Posted by Rebecca on September 17th, 2010
“Making the right decisions regarding one’s financial future is paramount. Being able to seek out legitimate investment information and speaking to someone, who is able to give you independent and unbiased advice, is a critical ingredient in the overall scheme of things. “When my wife and I arrived in Australia, we considered various financial advisers [...]
InScope July-September 2010: Election Impacts
Posted by Rebecca on September 10th, 2010
The re-election of the Australian Labor Party (ALP) will have a number of consequences for investors and retirees. In this issue of InScope, we focus on the initiatives that formed part of the ALP’s election and policy platform and that may become law in the near future. It’s important to be aware of any potential [...]
Posted in Financial Planning, Investment, News Tags: financial planning, inscope newsletter, investment, superannuation Comments OffClient Testimonial: Roley & Robyn Bayman
Posted by Rebecca on July 8th, 2010
“We found Rebecca after deciding that we needed to take control of our finances and start doing some retirement planning. We have no hesitation recommending her to anyone .”- Roley & Robyn Bateman |
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