Latest Articles
Author: Peter Maurer
Stronger Than Expected Start to Q3 US Reported Earnings
MARKETS A mixed week for equity markets with the US and Australian equity markets leading the way whilst European markets were flat and emerging marke...
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10 Tips to Prepare For Retirement
Looking forward to an enjoyable retirement? Check out our top 10 tips to make sure you’re on track. Tip 1: Take stock What kind of lifestyle do you ...
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Market Commentary
BELOW IS A SUMMARY AND HIGHLIGHTS FROM THE MOVEMENTS THIS QUARTER AND MAJOR CHANGES TO SOME OF THE KEY ASSET AREAS: Australian equities The Australian...
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Unlocking financial secrets for different phases of life
One of the keys to financial success is to adopt the right strategy at the right time. As you move through the stages of life here are some tried and ...
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What does a good adviser do?
Some people may think that a financial adviser’s role is to forecast the direction of the share market from month to month and invest clients’ mon...
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Financial planning – more than just advice
Financial planners are often the first port of call for people seeking advice on investing a lump sum of money. But that is just the tip of the iceber...
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Financial advice is not the same for everyone
Financial planning. That’s for people with lots of money to invest, isn’t it? Not necessarily. Sure, investment planning is an important part of f...
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The Retirement of Grandfathered Commissions
While the financial planning industry has undergone a raft of recent reforms, one of the most significant changes has been the abolition of ‘grandfa...
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The essential ingredient of a financial plan
Here’s a recipe for a basic financial plan: Take one or more income sources and pour into a big pot. Add appropriate amounts of life, income protect...
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