Tag Archives: Financial Planners Dubbo

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 […]

Seniors Expo 2017 Dubbo

February 28, 2017

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

FREE Information Seminar

February 13, 2017

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 […]

Part of being a financial advisory business involves jobs clients want to delegate or don’t want to do. Modelling financial outcomes, monitoring government legislation, compiling decades of data to formulate an investment philosophy – most recently it was reviewing ASIC’s 120-page report into Australia’s life insurance industry. It’ sounds a snooze, but it’s not when […]

Sailing with the Tides

November 7, 2016

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan and there’ll be rough seas, but those who are prepared, flexible, patient and well-advised greatly increase the odds of reaching their destinations. A mistake many inexperienced sailors make is not having a plan at all. They embark […]