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FSCG V5.0

Updated on 28 August 2018

  • Financial Services and Credit Gude
  • Version: 5.0

Newsletter - Winter 2017

Updated on 28 July 2017

  • Welcome to the Winter edition of our newsletter, The Power of Advice.
  • Version: The Power of Advice - Winter 2017

Future Financial Services Blogs

  • Self Managed Super Funds - Is a Self-Managed Super fund appropriate for you?

    In recent times, Self-Managed Super Funds (SMSF) have become very popular and, for many investors, they represent an excellent vehicle to manage their retirement assets.

     

    It is my belief that for many Australian’s who have an SMSF, it is not the most appropriate structure. Truth be known, often the person recommending the fund benefits greatly.  As a financial planner, a SMSF client is gold as they are generally high revenue clients.  The same applies for accountants and those involved with property investment, we are all incentivised to recommend an SMSF. Is this best for the client? Often the answer is yes, it is a great option, however, in a lot of other situations, I’m less confident that an SMSF is appropriate. 

  • Financial Dreams - Turning Financial dreams into actionable plans

    If you were to ask people about their financial goals, a small number will have clearly defined goals, about half will have a broad idea, with the rest having no real financial goals at all.

    My experience is that many of these broad financial aspirations fall over as they remain abstract and vague. The amount of times I’ve heard people say things like, “I’m going to be better with my money”, or, “I’m going to get ahead financially”.  Although these goals make sense, they amount to not much more than rhetoric; they don’t aim to achieve anything specific, nor do they have an end point.

Phone: 02 47048585