Financial Planning, Investment & Insurance Solutions

  • Planning Still The Only Miracle Cure

    Planning Still The Only Miracle Cure

    Good news came last week in the form of another miracle anti-aging cure. Sadly, the buzz kills at ABC’s Media Watch were quickly on the case. Reminding us it was just another “years away, only tested on mice, not yet even applicable to humans” story that had been pumped up by excitable journalists. Moving on and it’s another week with another cure. This week there’s good news on stopping dementia – sadly and again, it was only great news for the mice community. With human trials at least five years away. If you haven’t taken the hint in the first…

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  • Market Correction Obesession

    Market Correction Obesession

    Feeling a little too comfortable? Without a correction, the tired media headline of “X billions wiped off the sharemarket today” has been on hiatus so far this year. In its absence, there has been continued pontification about the overvaluation of shares, hinting about our closeness to a correction, and which of President Trump’s tweets might start any downfall. In other words, if you don’t have any actual news to report, talk about the next best thing – the potential for something to happen. This has been occurring throughout the media landscape, but The Australian Financial Review (AFR) is particularly good…

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  • 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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  • 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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