Financial Planning, Investment & Insurance Solutions

  • Future Man Any Less Credible Than Forecasters?

    Future Man Any Less Credible Than Forecasters?

      Last week the media were excitedly reporting on a man named Noah who claimed he had traveled back in time from the year 2030. Noah had some great stories to tell about the future and had even passed a lie detector test apparently. Among things he’d seen from the future were the re-election of Donald Trump, humans flying to Mars in 2028, global warming causing havoc with the weather and electric cars driving at 600 miles an hour. All could be considered plausible, but as you’d expect, no one regarded Noah and the stories of what he’s seen from…

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  • What does the Family Tax Benefit and energy bills have in common?

    What does the Family Tax Benefit and energy bills have in common?

    Answer: You have to have both to be eligible for the Family Energy Rebate. The Family Energy Rebate is a state government payment that assists NSW family households in receipt of the Family Tax Benefit in covering energy bills. Depending on your circumstances you could be eligible to $180 a year. To be eligible you must be: A NSW resident The account holder of the electricity account; and receive the Family Tax Benefit during the previous financial year. Applying is easy, you can do this online or via a paper application. For more information on on this rebate and how…

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  • ASIC Report Finds Issue with Bank Financial Advice

    ASIC Report Finds Issue with Bank Financial Advice

    The reason our financial advice business remains outside the structure of a large bank or institution is because our goal is to provide the best financial advice to you, our client. Instead, we’ve chosen to operate under the Australian Financial Services Licensee (AFSL) of FYG Planners who are privately owned, managed by a board of current financial advisers and have a commitment to the highest fiduciary standards. Our partnership with FYG Planners affords us the freedom to run our business the way we choose and most importantly choose the right financial products for you as our client without any corporate…

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  • 2017 Year in Review

    2017 Year in Review

    Economic Overview Once again, the investment strategy of maintaining discipline and holding for the long term won out over reacting to media forecasts and predictions from hyperventilating partisans. In January 2017 CNBC suggested Wall Street was the most bearish they’d been in 12 years, as it turned out, the global economy continued to strengthen as share markets posted solid returns on low volatility. In Q4, defeats in US Senate contests struck fear into Republicans about 2018 mid-term elections and they quickly agreed to the long talked about Trump tax reform bill. Markets rallied with big tax cuts ahead for corporations.…

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  • Are you or someone you know looking to update your old fridge or TV?

    Are you or someone you know looking to update your old fridge or TV?

    Looking at updating your old fridge or TV? If you hold a pensioner concession card, health care card or low income health care card you may be eligible for the Government’s appliance replacement offer which would allow you a discount of 40% off the cost of selected fridges and 50% off the cost of selected TVs. For more information on the appliance replacement offer please click here or contact our office on 02 68130977  

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