We would like to invite you to a briefing by Felix Stephen – the highly respected Manager of Investment Strategy and Research at Advance/BT. Felix is a Sydney based Economist who will give his thoughts on the market for this year and beyond. We would like to extend an invitation to our clients to attend […]
Read MoreInvestor concern drives fossil fuel divestment research
Interesting options for dealing with fossil fuel investments….report from Ross Kendall at www.ethicalinvestor.com.au The portfolio risk from stranded, or rapidly depreciating, fossil fuel-based assets is the big question for the year according to Michael Salvatico MSCI ESG resercher, and the basis of an updated paper comparing the cost of different investment responses.MSCI’s ESG issue brief […]
Read MoreGESB Super – Advice from the Experts
Many West Australians have worked in the public service at some stage in their career. Therefore, many people approach us with questions about their GESB Super – especially now that GESB have closed their Financial Planning division. See www.superreview.com.au/news/financial-advice/gesb-financial-advice-closes-up-shop The good news is that James and Julianna Baird at JustInvest are GESB Experts, having advised […]
Read MoreRetirement Savings Can Last a Lifetime – Annuities
When you retire, the bills keep coming in but a regular pay cheque doesn’t. An annuity can pay you guaranteed, monthly income which can keep pace with inflation, if you choose, and is tax-free if you’re over 60 and investing your super money. Also, Annuities can help you access or increase your seniors benefits like the Age […]
Read MoreIndustry Super ‘Compare the Pair’ ads: Unethical?
We get a lot of questions about the ‘Compare the Pair’ advertising blitz that Industry Super funds have run in the media (particularly on prime time TV) in recent years…”Are industry funds cheap?”, “Am I in an Industry Fund?”, “How much will I save in fees?”. The question we ask: “Are these ads unethical?”. It’s […]
Read MoreChasing Ice Movie Screening – Perth, 29th Oct
Come to our ‘Chasing Ice’ Movie Screening: 29th Oct, 5.45pm for a 6pm start – it’s free! Theatre, State Library of WA, 25 Francis St, Perth (SW clients: Dunsborough screening to follow!) Chasing Ice – Official Trailer The film follows photographer James Balog, who founded the Extreme Ice Survey, the most wide-ranging ground-based photographic study […]
Read MoreRetirement Planning: How to get the best results
When keeping fit, it’s generally accepted that Personal Training gets results. Why? A trainer will focus on: Achieving your goals to the best of your ability Accelerating your progress Educating and mentoring you along the way Seeking advice from a Financial Planner is no different. Having someone guide your journey into retirement removes the stress of […]
Read MoreConsumer Groups Tackle Funeral Insurance ‘Rip-Off’
A shame that consumers trying to do the right thing are being ripped off. The most cost effective way to fund a funeral is by building a small amount of extra cover into your life insurance policy (inside or outside of super, depending on circumstances). Article by Gerard Brody, Sep 3, 2013: A number […]
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