by Fleur | Nov 18, 2016 | Education Series, Insights, Periodic Market & Investment Update, Property, Shares, Superannuation, Uncategorized
So Britain thought they had the story of the decade with outcome of the Brexit vote. Now America, as always, comes in and does it bigger & better than all others. So what does a Donald J Trump presidency look like? We’ve already seen the share market fall, and...
by Fleur | Nov 11, 2016 | Education Series, Insights, Property, Shares, Superannuation, Uncategorized
It’s never a bad idea to get financial advice but there are times when it’s particularly important. 1. Getting started – lifestyle planning You’re starting to earn more than month-to-month survival money. A financial plan now will set you up to fund the lifestyle you...
by Fleur | Nov 4, 2016 | Education Series, Insights, Periodic Market & Investment Update, Uncategorized
Australian inflation is on the rise, with consumer prices rising 1.3 percent through the year to the third quarter of 2016 from 1.0 percent in the previous three month period and above market consensus of a 1.1 percent. The biggest upward pressure came from food and...
by Fleur | Oct 28, 2016 | 2015 UK Pension Changes, Insights, UK Based News, UK Pension
The recent changes to the HMRC UK pension transfer rules has excluded many from being able to transfer their fund to a qualified Australian Superannuation Fund. Who is not eligible to transfer their UK Pension? All unfunded Civil Pension Schemes: eg NHS, Police...
by Fleur | Oct 21, 2016 | Education Series, Insights
We all want the best education possible for our kids. With the costs of schooling spiraling out of control, it is becoming more of a challenge for parents to adequately prepare those expensive years of children’s education. In this article, we will discuss five...
by Fleur | Oct 4, 2016 | Insights, Key Alert, Periodic Market & Investment Update
The Reserve Bank has decided to again leave official interest rates on hold over October at the record low 1.5%. The Bank will continue to take a wait and see approach and assess the impact on the economy of the recent interest rate cut to determine if further are...