Legal,Trusts, Wills & Estates

Is Estate Planning Just For The Elderly

23 Mar , 2015  

Old-People-Lawn-Bowls

This is a very easy question to answer – NO, Estate Planning is for everyone. A good Estate Plan requires the involvement of skilled legal, accounting and financial specialists, to ensure that the right assets end up in the right hands at the right time. Estate Planning does not just mean you have to have […]

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Investing,Portfolio Management,Shares

Australian Economic Update

22 Jan , 2015  

Wall-Street-Bull-Economic-Update-ProAdviser-Blog

While the outlook for Australian economic growth has stagnated recently, the outlook for the US remains positive. The high unemployment rate continues in Europe where slow GDP growth is expected. In the UK, the outlook is more promising. Australia — the iron ore free kick has gone The recent fall in the price of iron […]

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Legal

Busting the Myths About Lawyers

11 Nov , 2014  

Harvery-Specter-lawyer

Thanks to the entertainment industry, our thoughts about lawyers are very muddled. Many people believe that “real life” lawyers and judicial systems operate in the same ways as seen on TV or in the movies.  But do they really?  Let’s take a look at some of the myths about lawyers. Realistically Speaking Myths surrounding lawyers did not evolve […]

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Tax

Seeking the Truth about the Mythical Accountant

27 Oct , 2014  

The-Mythical-Accountant

Accountants aren’t fictitious creatures, but the misconceptions surrounding them are so exaggerated and enduring that they have created a near-mythical image of them. Let’s get those “accountant” adjectives out of the way:  nerdy, BORRRRRRINNNNNGGGG, quiet, old-fashioned, math geniuses, bean counters, men-in-grey-suits, introverted, unimaginative, tax experts, not athletic, etc.  You can probably think of more derisive descriptions and other […]

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Cashflow & Budgeting,Investing,Personal Finance,Property

Home Buying 101 for Your Children

22 Oct , 2014  

Children-Buying-Home-learning-proAdviser

This is a brief tutorial to help parents prepare their children to purchase their first homes. Did you notice there is no mention of helping the children to buy their homes? That’s because this article focuses on some basic financial “life lessons” that you can share with your children to help them prepare to buy their own homes. […]

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Personal Finance

Choosing Your Future Financial Planner

16 Oct , 2014  

choosing-the-right-financial-planner-fortune

An introductory meeting with a financial planner is all about questions.  The planner will ask you questions, and you should have a number of questions to ask the planner.  In fact, you will be interviewing the planner. First Impressions Your prospective financial planner will most likely be asking questions to gain insight as to the […]

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Cashflow & Budgeting,Investing,Personal Finance,Portfolio Management,Property

Smart Planning and Smart Choices for Investment Properties

7 Oct , 2014  

Real-Estate-Advice-Australia

Many Australians view owning rental property as a logical entrée to investing.  It certainly can be a good start, or part of an ongoing investment program. Investing in property is often considered a “safe haven”, especially when compared with the more volatile stock market and other investments.  But buying a property (in theory, just like buying […]

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Personal Finance

How To Choose The Right Financial Planner

2 Oct , 2014  

Couple-meeting-with-advisor

Can working with a financial planner be a good investment for you?  People seek the guidance of a financial planner for various reasons – to help them maximise retirement funds, assess their current financial situation, create a management plan for a large inheritance or to plan for the financial future based on a recent major life […]

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Legal,Trusts, Wills & Estates

The Importance of a Strong Succession Plan

23 Sep , 2014  

Father-Son-Succession-Plan

The coach of a 4 x 400 relay team creates a strategy for how each leg of the race will be run and how the baton will be passed. A business succession plan is a strategy for how you will transfer ownership and control of the business (the baton) to your successors. Many businesses have no […]

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Investing,Personal Finance,Portfolio Management,Shares

Buying Shares for Beginners

10 Sep , 2014  

Bud-Fox-Stockbroker

Are you new to stock market investing and trading in Australia? Just the thought can seem daunting to many.  So before you invest, educate yourself about the basics of buying shares. What are your reasons for investing in the stock market? Making money is probably at, or near the top of the reasons list.  Maybe you […]

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Personal Finance

Financial Planning Is…

4 Sep , 2014  

Finance Planning Feature

When someone mentions financial planning, what are the first thoughts that come to mind? Too costly, not worthwhile, you don’t have enough to invest, there’s plenty of time to think about it later, or you can do it with online tools? Some of your perceptions may be accurate, and some of them may be more myth than fact. […]

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