Tag: Private banking

What a banking Royal Commission means for investors and superannuants

13 December 2017 What a banking Royal Commission means for investors and superannuants A dip in the value of listed financial stocks including Australia’s Big Four banks the day the federal government announced a Royal Commission into the banking, superannuation and financial services industry, could be a sign of things to come for shareholders in the country’s most widely held institutions. The long heralded Royal Commission into the banking industry could have the effect of …

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Protecting your family from an inheritance nightmare

Protecting your family from an inheritance nightmare Estate planning is a topic that many people would rather not talk about too often, but it’s an important part of the entire financial planning process for anyone with responsibilities, whether they are family or business responsibilities. With the current rate of divorce and people living longer, the number of blended families in Australia is increasing and family life is becoming increasingly complex. The need for comprehensive estate …

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Planning to avoid financial mistakes

Planning to avoid financial mistakes Selling shares when prices have tumbled or buying a house at the height of a property boom only to dispose of it when the market falls are among the financial set-backs that can happen to anyone on the road to retirement. Everyone makes mistakes during their investment lifetime; the trick is to avoid them when you can and learn from the ones you can’t. Have a plan Failing to plan …

Blog / FP - Budgeting / FP - Estate Planning / FP - Insurance / FP - Managing Money / FP - Protection / FP - Saving   / / / / / / / / / / / / / / / / / /

Superannuation and the financial ties that bind

Superannuation and the financial ties that bind   They say, only one thing in life is certain.  And while we would rather plan our next holiday than consider what’s going to happen when we die, it is one inevitable event that we should all plan for. When someone dies, it’s a very difficult time for all the family.  A Will provides some assurances as to how our money will be distributed.  But what about superannuation?  …

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