What is financial planning? (Video) Are you a money optimist, or a money pessimist? The way we perceive our finances strongly influences how we spend our money, and make plans for the future. Whichever way you see the world, financial planning can help you reach your goals. What is financial planning? If you have a question you’d like answered by a professional financial planner please email us at [email protected]. We’d love to hear from you. This video …
New rules to benefit those downsizing for retirement Downsizers can now make an after-tax contribution to their super of up to $300,000, using the proceeds from the sale of their main residence. Australians aged 65 and over who are downsizing for retirement can now contribute the proceeds from the sale of their main residence (up to $300,000) into super1. We take a look at what this could mean for you, bearing in mind that like with …
Financial planning for business owners With the freedom you get from running your own business comes the responsibility for generating your own income and building your enterprise into something you can retire on. We talked to CERTIFIED FINANCIAL PLANNER® professional Steven Monaco, Associate Director at Hood Sweeney, about how financial advice can help you look forward to a better future for you and your business. Why is good financial advice particularly important when you run …
How should I approach investing at each life stage? (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, “What approach to investing is optimal at each life stage?” If you have a question you’d like …
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 …
Accountant or Planner – which do I need? When it comes to sorting out money matters, where do you go to seek professional help? Can an accountant take care of your finances or should you be speaking to a financial planner? Discover more about the difference between these two support services and how you can benefit from both. Seeing an accountant is something that’s routine for most Australians. After all, lodging a tax return is …
The power of financial planning As father to his two beautiful children, a 21 month-old son and a new baby daughter, Dante De Gori has a whole new perspective on his priorities in life. Here he talks about how he’s preparing for the future and just how important a financial plan is to achieving important goals for him and his family. A different lens on life Two years ago Dante De Gori took on …
ASPIRATIONS Newsletter Welcome to the latest edition of our client online newsletters, Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want – now and in the future. Our Latest Newsletter Summer 2023 Newsletter Archives Winter 2023 Autumn 2023 …
Money Management Articles Money Management is Australia’s leading source of technical information and practical assistance for the financial services sector. Written by the industry’s leading technical specialists, The Money Management magazine is relied upon by a wide range of financial services professionals, ranging from accountants to financial planners. Its authoritative technical guides and tools cover a broad range of personal finance topics, including taxation, investment management and superannuation and retirement planning. Neither FinancialPartners (Tas) …
