RSS Feed
“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 |
 |
Archive for the ‘Financial Planning’ Category
Client Testimonial: Roley & Robyn Bateman
Posted by Rebecca on July 8th, 2010
Find your lost superannuation for free
Posted by Rebecca on June 27th, 2010
| Do you change jobs regularly? Do you have multiple superannuation accounts? Have you forgotten your account details or misplaced your information for one or more super funds?
If you do, the chances are you can find them using the ATO’s free SuperSeeker. All you need is your name, date of birth and tax file number. Also, if you do, then the chances are you are paying a lot of management fees for your various super accounts. Let Prestige Wealth Partners consolidate and simplify your superannuation benefits. |
 Have you lost your super details? |
What is Gearing? Learn about borrowing to invest
Posted by Rebecca on June 27th, 2010
 |
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 »Transition To Retirement Income Streams (TTR)
Posted by Rebecca on June 27th, 2010
 |
Are you approaching retirement? The years before you retire can be challenging. While you are probably looking forward to having more time to do the things you enjoy, you may not be ready to stop working.
Many people are also concerned about whether or not they have saved enough super. A transition to retirement strategy can help you ease into retirement and boost your super in a tax effective way. |
Posted in Financial Planning, Superannuation Tags: pension, superannuation, transition to retirement, ttr No Comments »Residential Aged Care: What you need to know
Posted by Rebecca on June 27th, 2010
 Retire gracefully with dignity and enjoy life in comfort |
If you or a family member can no longer manage to live independently at home, you may need to consider moving into residential aged care.
Before you do, there are many factors to consider, including your eligibility, the costs involved and the effect on your finances and lifestyle. Get some answers about the financial options for residential aged care from Rebecca Newton and Prestige Wealth Partners. |
Intro to Self Managed Superannuation Funds (SMSF)
Posted by Rebecca on June 27th, 2010
|
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. |
 |
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 »
