Come along to our educational investment briefing to learn about long term investment strategies for Superannuation and Wealth Creation investors. We will feature two presentations: The Climate Advocacy Fund www.climateadvocacyfund.com.au Through the power of shareholder resolutions, Australian Ethical Investment and one of its funds, the Climate Advocacy Fund, have convinced ASX listed companies to report their […]
Read MoreIndustry Super Income Protection: A Warning
Income Protection (or Salary Continuance) insurance is an important part of most Australians’ protection plan. We insure our car, our home, our possessions - but what about our most important asset: our ability to earn an income? Salary Continuance can generally be held within your super fund – but you should be aware of big differences […]
Read MoreAchieving Financial Confidence: A Dashboard approach
How confident are you about achieving your financial goals? For example, with compulsory superannuation in Australia, most people have some sort of retirement savings. But how confident are you that you are adequately providing for your retirement and that your savings will last? At what point will you retire and commence a pension? What are […]
Read MoreInsurance for SuperMums (& SuperDads)
In the course of our discussions with many clients, it is usually discovered that the person responsible for the domestic duties doesn’t have adequate insurances in place. Research shows that the ‘home maker’ puts an average of 94.4 hours of effort in each week, and the cost to replace that person if they were […]
Read MoreStorm chasers
an interesting sumary of comments on Cyclone Yasi by Glenn Dyer; www.businessspectator.com.au Published 7:38 AM, 3 Feb 2011 Only one story this morning and that’s Yasi, which came ashore in North Queensland late last night. Unwelcome, noisy, wet and uninvited. While there are other topics examined this morning, our commentators concentrate on Yasi’s impact. Fairfax’s Elizabeth Knight made an obvious point that many doom […]
Read MoreAustralian responsible investment outperforms mainstream
From ‘Ethical Investor’ 22 November, 2010: http://www.ethicalinvestor.com.au/index.php?option=com_content&task=view&id=3998&Itemid=402 The average responsible investor in Australia is getting better returns than the mainstream counterpart for all periods of one, through three, five and seven years in two of the three major investment categories, a new Responsible Investment Association Australasia (RIAA) survey reveals. According to analysis of the […]
Read MoreClean Energy: Banking on business to answer the call
by Giles Parkinson, Climate Spectator, 16.11.10 (www.climatespectator.com.au) Westpac has vowed to avoid the financing of any new inefficient and high carbon emitting assets, and says it will focus instead on the development of clean energy solutions. The pledge – the first to come from a major Australian bank – came in the annual report […]
Read MoreWarning: Cold calling phone investment scams
Australians have lost at least $400 million to telephone investment fraud. So beware of phone calls (emails, faxes, etc) out of the blue offering to buy shares or selling investments, financial advice and financial products. Know you are actually dealing with a reputable company, and not a disreputable one, by checking ASIC’s blacklist for unlicensed […]
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