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“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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Archive for the ‘Investment’ Category
Client Testimonial: Roley & Robyn Bateman
Posted by Rebecca on July 8th, 2010
What is Gearing? Learn about borrowing to invest
Posted by Rebecca on June 27th, 2010
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Gearing is the strategy of borrowing money to invest. Just as you take out a loan to buy a home, you can also borrow money to invest in other assets, such as shares, property or managed funds. Gearing enables you to boost your investment earning power by increasing the amount of money you have available to invest. While investing with someone else’s money sounds like a great strategy (and it can be), there are risks involved, so it’s not suitable for everyone. Prestige Wealth Partners makes gearing strategies easy to understand and easy to implement. |
Posted in Financial Planning, Investment 
Tags: borrowing, financial planning, gearing, investment 
No Comments »Intro to Self Managed Superannuation Funds (SMSF)
Posted by Rebecca on June 27th, 2010
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Self managed superannuation funds (SMSFs) have become increasingly popular. While establishing an SMSF can give you greater control and flexibility when planning for your retirement, they also have extensive administrative and compliance requirements. It’s important to understand more about SMSFs to determine if this option is right for you. |
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Posted in Financial Planning, Investment, Retirement, Superannuation Tags: factsheet, pension, retirement, smsf, superannuation No Comments »InScope May-June 2010: The China Story
Posted by Rebecca on June 22nd, 2010
The recently announced Federal Budget for 2010-11, which aims to have the deficit wiped out within three years, is in part based on assumptions that the China led mining boom will continue to benefit Australia for the foreseeable future. In this edition of InScope from Financial Wisdom, we will look at how Australia’s trade links [...]
Posted in Financial Planning, Investment, News Tags: china, inscope newsletter, investment No Comments »
