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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]
Posts Tagged ‘financial planning’
InScope Newsletter – Seven steps to help get the right split
Posted by Rebecca on November 28th, 2011
Posted in Financial Planning, Investment, News, Retirement 
Tags: financial planning, inscope newsletter, investment, shares 
Comments OffEnd 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 OffBeyond Bricks and Mortar
Posted by Rebecca on January 23rd, 2011
In the latest Insight newsletter, Financial Wisdom consider a number of different opportunities present in the property market. Property assets continue to attract investor interest due to their appealing attributes and growth possibilities. While they are often considered to be a mainstay of an investment portfolio, there are a number of things to keep in [...]
Posted in Financial Planning, News Tags: financial planning, inscope newsletter, investment, property Comments OffPrestige Wealth Partners wins Financial Wisdom “Value of Advice” Award
Posted by Rebecca on October 6th, 2010
PRESS RELEASE 06 October 2010: Perth based financial planning firm, Prestige Wealth Partners’ Financial Adviser, Rebecca Newton has received the Pro-bono category Award in Financial Wisdom’s annual Value of Advice Awards for the positive impact her advice has had on her clients. The award recognises the charitable work advisers are doing in the community through [...]
The Financial Planning Process Explained
Posted by Rebecca on September 14th, 2010
How do financial planners work? How do I act on my financial advisers recommendations? Where do I start? It is often explained that the client should be advised of the nature of the financial planning process at the beginning of the first appointment. Prestige Wealth Partners outlines the six steps of the financial planning process.
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 OffWhat 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 Comments Off
