Category: Finance

Why is financial advice important for clients entering residential aged care? Most clients are not prepared for entry into residential aged care because it is typically not considered until there is an immediate requirement. It is difficult to plan for residential aged care because the need for aged care generally cannot be predicted and often […]

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Pimco is one of the world’s premier fixed interest income Managers. This article explains their view on the factors causing falling property values. Tightening of Mortgage Availability Mortgage availability has tightened due to property-cooling measures and closer bank scrutiny. In 2014 requirements for Banks were introduced to: Reduce the annual growth rate of loans to […]

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Jayne Graving and eight other local Sunshine Coast Financial Planners met with Andrew Wallace MP – Federal Member for Fisher, to discuss the impact of the Royal Commission on local Financial Planning practices and our industry in general.  The concerns and observations highlighted were: Clients with a relationship with the local Financial Planners represented, were […]

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Summary September is when the next round of tariffs with China will be tabled and possibly implemented, so this is shaping up to be an important month for the markets. If agreements are not reached next month with China and Canada then this could place further upward pressure on the US dollar, which has been […]

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When it comes to investing, most of us have experienced or heard stories of great success or of great failure. However, amidst the economic turmoil, an evolving investment advisory industry and technological innovation, investors are now benefiting from the rise of Independent Financial Planners and superior investment options. Traditionally, most investments, including superannuation, were accessed […]

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The flight to ‘independence’ from major institutions by financial advisers has been a developing theme over recent years and it is set to continue. The findings of the Financial Services Royal Commission increase the importance of demonstrating greater independence between products and advice, but the reasons for the move are as varied as the types […]

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The Royal Commission into misconduct in the banking, superannuation and financial services industry revealed unscrupulous behaviour that has impacted many unsuspecting customers. To avoid this situation, some financial planners have deliberately chosen a path that enables them to always put their clients’ interests first and not be impeded by the requirements and constraints of the […]

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