Financial Planning, Investment & Insurance Solutions

  • A Reminder on Email Safety

    A Reminder on Email Safety

    The internet and email have changed the way we communicate over the last 20-25 years. While email may seem a little old hat these days with various social media tools emerging as ways to stay in touch, it’s still the major official point of contact between businesses and their clients or consumers.With that in mind, it’s also the place where scammers and con artists attempt to impersonate businesses and government agencies to obtain sensitive data from people. With email traffic in the hundreds of billions each year for scammers it’s a case of sending out traps and inevitably catching someone…

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  • Shopping for Investment Advice

    Shopping for Investment Advice

    It happens maybe once or twice a month. A call comes into our office with someone wanting to speak to an adviser. They’re not an existing client, nor are they known to us, but they want to talk about investing. It’s always something specific, maybe real estate or gold. The reason it’s always something specific is because the person interested in investing has already made up their mind about what they want to invest in. The reason they want to speak to an adviser is to seek some external validation on their decision. If the adviser agrees with them, they’ll…

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  • Stock Promoters Outed

    Stock Promoters Outed

    Read any good stock tips on the internet lately? If you listen to our advice, hopefully not! We’ve long pointed out the dangers of buying individual companies because of a lack of diversification and heightened risk, among other reasons. Now there’s another confirmed danger for anyone getting stock tips from internet sites and online newsletters – the tip writer may be a paid spruiker. Last month the US Securities and Exchange Commission filed fraud charges against 27 individuals and entities that were engaging in paid stock promotion without disclosing that fact. Essentially a listed company would hire a stock promoter…

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  • 2017 Federal Budget Review

    2017 Federal Budget Review

    Last night’s budget was notable for its lack of major superannuation meddling for once. So, in the absence of any truly significant changes, we’ve pulled out the key points for you to consider.Pensioners Older Australians who lost their pensioner concession card by the pension assets test change introduced this year – you will be getting them back. The Government will make a one-off Energy Assistance Payment of $75 for single recipients and $125 per couple for those eligible for pension payments on 20 June 2017 and who reside in Australia. The payment will be automatically paid in the week commencing…

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  • Meet The Boss

    Meet The Boss

    Did you see us in the Dubbo Photo News a few weeks back? In case you missed, it here it is. We were in the March 23-29 2017 edition. Thanks to Dubbo Photo News for taking the time to come to our office to chat and learn more about our services.   [rt_social_media_icons]

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