Investment Yield

Investment Yield in the decision-making process The investment yield available from any given asset, helps investors determine the appropriate tactic in relation to allocation of investable funds to that asset. The decision could be whether to retain, to acquire, to vary the holding of that asset. When the allocation to an investment is being contemplated, the yield will be a factor in deciding whether or not to purchase. Specifically, the cashflow [...]

By |2020-08-12T20:05:29+10:00November 15, 2013|Investment Strategies, Wealth Management|0 Comments

Bad Debt made Good

Why do we want Bad Debt made Good? Bad debt made good results in tax-effective funding and more effective wealth accumulation. Making bad debt good, is to move the debt from assets that are not income producing to assets that are - and the interest on the debt becoming tax deductible (if correctly managed). What is 'bad debt'? Any debt that has to be repaid from after-tax money is called [...]

By |2021-03-16T16:03:19+10:00April 16, 2013|Investment Strategies, Wealth Management|0 Comments

Business Succession planning critical

Why business succession planning? Business Succession Planning is an important way to provide peace of mind and the comfort of financial independence to the family, partners and business stakeholders of the entrepreneur in control of the business. It ensures that there is an orderly process prescribed for ownership/ governance succession that provides for it to continue following the departure of (one of) the current owner(s). At its simplest, business succession is the act [...]

Life Insurance transfers personal risk

Life insurance transfers personal risk in the financial sense, providing claims benefits when qualifying events occur - and when financial resources (and people dependant on us) are most at risk. Do you want to bet That you don’t need it? That’s exactly what you are doing when you fail to ensure that you are insured! You bet your family that you will stay in great health for the rest of [...]

By |2018-01-10T16:58:09+10:00December 15, 2011|Risk Insurance Strategies|0 Comments
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