We come across many people who have good intentions to plan their financial future, but find the rules, regulations and jargon of the financial services industry more than a little confusing! However it is important not to give up – understanding the rules around Superannuation, Account Based Pensions, the Age Pension and other financial matters […]
Read MoreFederal Budget 2016: Proposed changes to Super will have big ramifications
Treasurer Scott Morrison has handed down his first Federal Budget, providing a launchpad for the election campaign. The winners are low and middle income earners and small business owners. There are significant changes to superannuation rules that could warrant discussion, depending on your circumstances (Note: These changes are proposals only and may or may not […]
Read MoreChoosing A Financial Adviser
You may recognise that you need financial advice, but need help in choosing a Financial Adviser. It’s not easy! Ideally you will be looking for someone that you feel comfortable with, that you can trust, and who you feel has your best interests at heart. Of course the service and fees need to be suitable […]
Read MoreJanubeard is here! Please support
We have an important announcement about Janubeard! We have launched this new fundraising event to raise money for children’s charities. Please support by growing a beard in January and/or encouraging your husband, partner, family and friends to do so – or by donating to someone who is (such as myself!). Thanks so much in anticipation […]
Read MoreIt’s Ethical Investment Week!
This year the theme is ‘Divest>>>Reinvest’. EIW15 is focused on educating Australians about investing ethically. We’ve interviewed various specialists from across the country to explore the issues, and explain how consumers can invest in line with their values. See: www.ethicalinvestmentweek.com/faqs–expert-interviews.html For example – one of our interviews was with Dr Bronwyn King, Radiation Oncologist and […]
Read More‘Banking Nature’ Film Screening: an EIW15 event
You are invited to our FILM SCREENING: Tuesday October 13th, Perth: ‘Banking Nature’, the much anticipated doco comes to Perth as part of Ethical Investment Week 2015. Come along and bring a friend! RSVP: http://bankingnatureperth.eventbrite.com.au Having just screened to packed audiences at the Byron Bay International Film Festival and Environmental Film Festival Australia…. Protecting our […]
Read MoreFossil Fuel Free options for Super & Investment
You may have heard about the global Divestment movement which is growing rapidly (see: 350.org), and also about going ‘Fossil Fuel Free’ in your super & investment portfolios. Investors around the world are aligning their investments with their ethics, and divesting from fossil fuels. But are there many options for Australian investors who want to […]
Read More5 Political Risks in 2015 and the effect on your Financial Strategy
Every January, Economists get asked what their predictions are for the coming year. This is a daunting task, and trying to predict where markets will end up at the end of the year is crystal ball gazing at its best. The reason is that there are so many variables to consider – a plethora of […]
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