Wealth management team

Will your banker provide you with the best mortgage to suit your financial needs – objectively and without risking a conflict of interest? Are you confident that you have been listened to when explaining your mortgage finance needs? Would you buy any other investment of similar value, with borrowings at such a high proportion other than property, without first seeking financial advice?

By |2020-08-05T12:43:51+10:00May 28, 2013|General|0 Comments

Property asset class – an Aussie favourite

The following article is posted to examine what has made the property asset class so favoured in the Australian investment landscape, what makes a good decision about including property as part of your assets (investment portfolio); and where a prospective property buyer might turn for assistance in making a property acquisition. Is the Property asset class an Investment; or a Lifestyle holding? One of the significant changes coming over the next decade [...]

By |2022-06-28T17:47:23+10:00June 14, 2012|Wealth Management|0 Comments

Mortgage Debt Management

Mortgage Debt Management - as important as the asset it funds The mortgage you are raising to purchase a property may well be with you for as long as the property is held. When purchasing a property, people generally spend considerable time thinking about the location of the property, its features (including its state of repair), and its suitability for which it is being acquired. We suggest that mortgage debt management is as important - and deserves a [...]

By |2021-04-24T14:25:58+10:00April 17, 2012|Investment Strategies, Wealth Management|0 Comments

Investment bonds

What are Investment Bonds? Investment bonds are financial securities provided in a specific form by life insurance companies and friendly societies. Although the term “bond” is used, each bond is essentially a sub-trust under a master trust; and eligible for special taxation treatment as they are issued under - and governed by  - the Life Insurance Act of 1995. These bonds were traditionally referred to as Insurance Bonds. Whilst they [...]

By |2018-03-22T15:06:44+10:00March 10, 2010|Wealth Management|0 Comments

Fixed Interest Rates

Fixed Interest Rates may not be in your best interest Why wouldn't fixed interest rates be to your advantage, especially at times when the rates seem low compared with previous times? We are occasionally requested to advise clients about the prospect of fixing the interest rate on their home mortgage. Whilst the question of fixed interest rates is usually raised around the time of any 'move' on the Official Cash [...]

By |2017-07-31T11:38:18+10:00February 7, 2010|Investment Strategies, Wealth Management|0 Comments
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