Financial Planning, Investment & Insurance Solutions

  • Seniors Expo 2017 Dubbo

    Seniors Expo 2017 Dubbo

    The Dubbo Neighbourhood Centre are hosting the Seniors Expo for 2017. It will be held at the Dubbo RSL Auditorium on 8 March 2017 from 9am. Foundation Wealth Planners amongst other local services will have a stall and some presentations. Seniors Expo flyer [rt_social_media_icons]

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  • The Logical Sequence of Life

    The Logical Sequence of Life

    In the ongoing talkfest over housing affordability it’s clear the only affordability solutions ever given serious consideration by any government are the ones likely to push up house prices. These solutions either give more money to first home buyers or increase the amount of debt they can take on. Both seem like gifts to the inexperienced, but only serve to make housing more unaffordable by adding to demand. As ABC business reporter Ian Verrender recently pointed out: For all the furrowed brows, the sombre looks and the public handwringing from policy makers, no-one is actually serious about fixing the problem…

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  • Gold – Bre-X

    Gold – Bre-X

    20 years ago, many investors in Canada thought they’d struck it rich by investing in a company called Bre-X. Company estimates suggested it had potentially found 70 to 200 million ounces of gold at its Busang claim in Indonesia. Making it one of the largest gold discoveries ever. Instead of reaping the rewards of being invested in the world’s largest gold mine, those investors found themselves at the heart of a massive fraud. It was eventually revealed the mining samples from the claim had been salted with gold. To mark the occasion (and gouge old wounds) a movie ‘based’ on those…

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  • FREE Information Seminar

    FREE Information Seminar

    Financial opportunities for you Are you unsure if you need to reduce your super contributions from 1 July 2017? Are you self-employed as well as work for an employer and want to maximise your super contributions? Do you have a spouse who earns income of less than $37,000? Do you want to understand how your money is invested? If your income is your biggest asset, do you want to know how to protect you and your family’s wealth if you become sick or injured? If you answered yes to any of those questions, then this seminar is for you! This…

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  • Super Changes from 1 July 2017

    Super Changes from 1 July 2017

    The argy-bargy is over and late last year the government’s superannuation reforms from the 2016/17 budget passed through both houses of parliament. What does this mean? The reforms will come into place on July 1 2017, so here’s a rundown on some key changes. Transfer balance cap: From July 1 there will be a $1.6 million transfer balance cap on the amount of superannuation one can transfer into the tax-free retirement phase. Savings above this limit can remain in accumulation (where tax is 15%) or can be removed from the super environment. Earnings on the balances in retirement phase will…

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