The Value of Advice confirmed

Perception of the value of advice received, supports our conviction to act - and to act with confidence - in many of our life experiences: in this article, we focus on the value of advice in a wealth management/ financial planning environment.  In that context, we contemplate: the hierarchy of value of advice from different sources, some key aspects of valued advice that cause us to action the advice, how [...]

By |2022-06-28T18:16:51+10:00July 31, 2020|Wealth Management|0 Comments

Managing Money and Debt

Managing Money and Debt Managing money and debt is one of the key responsibilities of governments. The management of money and debt is an important consideration for investors and for the broader economy.  The money available and in circulation in the economy is in the control of governments and the central banks; and debt is of interest for investors wherever it is held – by government, business or households. Governments [...]

By |2020-10-16T11:56:23+10:00July 31, 2020|Wealth Management|0 Comments

Market volatility 2020

Investor uncertainty leads to Market Volatility Market volatility is an ever-present feature of investing: it is heightened during times of investor uncertainty. In this post we focus on those days in late March 2020, that saw the U.S. Equities market (as represented on the S&P 500 Wall Street index) decline 29% within a couple of days, followed by a rapid recovery of around 80% of that decline within a couple [...]

By |2020-07-31T09:45:13+10:00July 30, 2020|Wealth Management|0 Comments

TPD Insurance within Superannuation

Should I hold my TPD insurance within Superannuation? In our article 'Superannuation linked Life Insurance', we discussed which insurance products could be taken through a superannuation account. TPD Insurance is one product that is eligible to be held within superannuation. We  also revealed some of the limitations on such a practice, that are imposed through the Superannuation Industry Supervision (SIS) legislation. Since that article was published, readers have raised questions as to the [...]

By |2022-03-08T19:37:22+10:00November 21, 2014|Risk Insurance Strategies|0 Comments

Beware direct insurance reliance

Direct life insurance, taken online from a TV ad, may be convenient - but can you rely on it to provide protection when needed? We look at a range of issues that influence people's decisions in relation to protecting their financial well-being from risks of ill health, accident - and even death; and highlight some of the reasons to beware direct insurance reliance that is not well founded. (As suggested in [...]

By |2021-01-21T15:05:19+10:00September 17, 2014|Risk Insurance Strategies|0 Comments
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