Financial Education for children

Financial education for children (of all ages) is a gift that will see them in good stead for the rest of their lives.  As a responsible parent/ adult, mindful of your goal to provide financial independence for yourself and for your family, you have established a financial planning strategy; you have accumulated financial wealth; you have a well-considered ‘estate plan’; and to the extent necessary, supported this with life insurances [...]

By |2021-04-06T15:49:36+10:00April 6, 2021|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

Investing surplus cashflow

- from minimum pension drawdown... Does your minimum pension drawdown give rise to surplus cashflow? Have you thought about investing surplus cashflow arising from your pension drawdown? Investing surplus cashflow is most typically a dilemma for self-funding retirees whose pensions accounts provide pension benefits in excess of their lifestyle needs. In response, they seek advice about how best to use those funds effectively (rather than ‘wastefully’). One particular strategy for investing surplus cashflow has been a [...]

Estate Planning reflects in your Will

Estate planning provides assurance for dependants The adequacy of provision for your emotional and financial dependants is reflected in estate planning - and your attention to their best interests in your estate planning reflects in your Will (primarily; and may be supported by other documentation as well). What is 'a Will'? signing a Last Will and Testament document In  brief terms, a Will (more formally referred to as [...]

By |2017-07-31T15:26:19+10:00October 24, 2012|Estate Planning, Wealth Management|0 Comments

Investment success contributor: Tax Refund

An investment success contributor: tax refund apportioned to its contributing components - and deposited to the appropriate account! Ever thought about why you receive a tax refund? Has your next thought been about how best to use that refund? The answer to the first question is simply that you have paid more tax during the year than the tax payable on your final taxable income required. But why was that [...]

By |2018-01-09T20:11:54+10:00July 11, 2012|Wealth Management|0 Comments
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