June 2018 – Page 5

Weekly Market Update 8 June 2018

Weekly Market Update 8 June 2018 Investment markets and key developments over the past week The past week saw share markets rebound as investors refocussed a bit away from the geopolitical soap operas back to favourable underlying global growth. This saw major share markets rebound, although Eurozone shares were constrained by ongoing weakness in Italian shares, and bond yields rise which was accentuated by indications that the ECB is getting closer to phasing out its …

FinancialPartners 09/06/2018 20/08/2018 Blog / E - Economics / E - Market Watch 8 June 2018 / Australian economic events / economic events / global economic events / implications / Major global economic events / Major global economic events and implications / Market / Outlook for markets / update / Weekly / Weekly Market Update / Weekly Market Update 8 June 2018 / What to watch

The two of us

The two of us Starting a new chapter in their lives as a married couple, Jamie and Tilly Brauer reached out to financial planner Murray Wilkinson for guidance in setting up their young family for a secure future. Hear their story and how their life has transformed thanks to his advice. Tilly and Jamie Tilly’s parents had been making a strong case for us to speak with Murray, saying they wish they’d had the benefit …

FinancialPartners 08/06/2018 20/08/2018 Blog / Money & Life - Get Advice / Money & Life by FPA example / Finances / financial advice / General advice / Insurance / The two of us

Retirement planning – make the most of your money

Retirement planning – make the most of your money Little things can make a big difference to how long your money lasts in retirement. When it comes to retirement planning, you’ll want to make the most of your money, after all you don’t want to fritter away the savings you’ve worked all your life to achieve. So, whether you’re living a comfortable or modest lifestyle in retirement, there are still ways to make your money go further …

FinancialPartners 08/06/2018 27/08/2018 Blog / FP - Pre - Retirement Planning / FP - Retirement make the most of your money / Money / Planning / Retirement / Retirement planning / Retirement planning – make the most of your money

How can I decide what level of risk is right for me? (Video)

How can I decide what level of risk is right for me? (Video) Brian May CFP® Brian May is a financial planning and wealth management specialist, with over 20 years’ experience in financial services and international merchant and investment banking. As part of the Financial Planning Association’s Ask A Planner video series, Brian May CFP® answers the commonly asked question, “How can I decide what level of risk is right for me?” If you have …

FinancialPartners 07/06/2018 20/08/2018 Blog / FP - Investment / Money & Life - Ask a Planner / Money & Life by FPA Financial Planning / How can I decide what level of risk is right for me? (Video) / level of risk / right for me (Video) / Risk / strategies / Wealth / wealth management

Work expenses – what can you claim on tax?

Work expenses – what can you claim on tax? With the ATO keeping a close eye on deductions, make sure you’re across what you can and can’t claim. If you’re claiming back some of the money you’ve spent as part of your job this year, it’s a good idea to ensure you’ve kept the appropriate records that may be required ahead of lodging your tax return. The Australian Taxation Office (ATO) said recently Aussies needed …

FinancialPartners 07/06/2018 20/08/2018 Blog / FP - Taxation claim / Deduction / deductions / expenses / expenses are related to work / expenses are related to work and personal use / legitimate / legitimate deduction / personal use / Tax / Tax time / Work / Work expenses - what can you claim on tax?

When life gets hectic – locking in financial stability when you’re time poor

When life gets hectic – locking in financial stability when you’re time poor Feeling time poor and overwhelmed by your finances? Our guest contributor, James Trethewie Financial Planner AFP®offers some good advice on how can you manage your money better without putting a lot of time into it. Financial stress is definitely something a lot of us are living with at the moment. According to a survey from Financial Mindfulness nearly 1 in 3 Australians …

FinancialPartners 06/06/2018 20/08/2018 Blog / Money & Life - Family and Life Events / Money & Life by FPA Financial / hectic / Life / locking / locking in financial stability / Poor / stability / Time / When life gets hectic / When life gets hectic – locking in financial stability when you’re time poor / when you’re time poor

The Retirement Series: longevity

The Retirement Series: longevity Australians are living longer, with men and women alike enjoying a life expectancy beyond their eightieth birthday1. According to the United Nations, we now have the third highest male and female combined life expectancy in the world, behind only Japan and Switzerland2. It’s great news for all of us hoping to enjoy life’s pleasures and passions during a long and healthy retirement. Provided we’re prepared for it, because we’re not …

FinancialPartners 06/06/2018 20/08/2018 Blog / E - NATSEM / FP - Pre - Retirement Planning / FP - Retirement / FP - Super - Accumulation Longevity / Retirement / Retiring / Retiring in Australia / The Retirement Series: longevity

Should I be more conservative with my super leading into retirement? (Video)

Should I be more conservative with my super leading into retirement? (Video) Andrew Donachie CFP® Andrew Donachie is the National Financial Planning Manager at First State Super. Andrew has 12 years’ experience as a financial planner and is CFP® qualified. As part of the Financial Planning Association’s Ask A Planner video series, Andrew Donachie CFP® answers the commonly asked question, “Should I be more aggressive or conservative with my superannuation strategy in the lead …

FinancialPartners 05/06/2018 20/08/2018 Blog / FP - Pre - Retirement Planning / FP - Retirement / Money & Life - Ask a Planner / Money & Life by FPA conservative / leading into retirement / Retirement / Should I be more conservative with my super leading into retirement? (Video) / super / video

5 lessons from a cash-only week

5 lessons from a cash-only week Will paying cash change my spending habits? What I learned when I could only pay with cash for a week. Firstly, an admission. I never – ever – have cash. I’m that annoying friend who doesn’t have cash to cover her share when spitting bills, that colleague who borrows money to chip into the birthday collection, the parent who gives her kids an IOU for their pocket money. It’s …

FinancialPartners 05/06/2018 20/08/2018 Blog / FP - Budgeting 5 lessons from a cash-only week / cash / cash-only / harder to overspend / harder to overspend when / Lessons / overspend / spending / track / track your spending / week

China’s economy is pretty stable – but what about high debt levels and other risks?

China’s economy is pretty stable – but what about high debt levels and other risks? Introduction It seems there is constant hand wringing about the risks around the Chinese economy with the common concerns being around unbalanced growth, debt, the property market, the exchange rate and capital flows and a “hard landing”. This angst is understandable to some degree. Rapid growth as China has seen brings questions about its sustainability. And China is now the …