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Those of us who work to a plan need to review the progress of that plan at a convenient and consistent time each year: for many of us, this time of year is as convenient as possible. If you started the year with a listing of your assets, your income stream expectations and your goals you can now start to update the list in an adjoining column...
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One of the greatest concerns for all generations is financial security: this concern is held by most at an individual or family level; and it is also the concern of governments and other community leaders from time to time. A concern that we face as a nation is that of being under-insured, even for events that we know are almost inevitable; as...
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We have now passed the anniversary of the turn-around in the equities markets and the domestic share market (All Ords) was up over 53% for the twelve months to 10 March 2010; and the Dow Jones was up (in their local currency) around 70% in the same period.
Whilst we all know that the share market is meant to anticipate economic change (and...
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We have now concluded the round of mid-year Client Briefings: those who attended and took advantage of this aspect of their service offering were treated to some interesting facts from our own Peter Cashman; from Zurich’s Brad Mackay (alt. Ray Killey); and from Ascalon H3 Global Investors’ Dale Robinson.
The events were held in...
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The meeting was held in the Launceston Convention Centre, commencing soon after the scheduled time of 9.00 am – and attended by fewer than 100 people (in my estimation). Representatives from BRI Ferrier, accompanied by a Solicitor from Philips Fox, conducted the meeting. It was chaired by one of the Joint Administrators, Bryan...
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