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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 ‘investment’
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 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 [...]
Beyond 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 OffEducating 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 OffThe 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 OffInScope 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 Comments Off
