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Market Correction Obesession
Read more: Market Correction ObesessionFeeling 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
Read more: Seniors Expo 2017 DubboThe 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
Read more: FREE Information SeminarFinancial 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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ASIC Report Shows Pitfalls of Direct Life Insurance
Read more: ASIC Report Shows Pitfalls of Direct Life InsurancePart 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 it underlines the importance of seeking advice when buying an insurance policy or making a claim – which is what ASIC’s report did. For the sake of the report “life insurance” amounted to life cover, TPD cover, trauma cover and income protection insurance and it…
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Sailing with the Tides
Read more: Sailing with the TidesEmbarking 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 without a clear sense of their destination. And once they do decide, they often find themselves lost at sea in the wrong boat with inadequate provisions. Likewise, in planning an investment journey, you need to decide on your goal. A first step might be to…
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Financial Planning, Investment & Insurance Solutions
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