Our News

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 After several months of historic calm, stocks sold off sharply this quarter. Rising interest rates in the US and trade war fears were cited as the spark that caused the sell-off. From 1st September to the time of writing, the Australian All Ordinaries dropped from approximately 6,400 to 5,700 points, almost 11%. Concerns about […]

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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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