Bi Monthly Newsletter - February 2012
In today's economy with the increasing volatility across most markets, it is more important than ever to have a personal financial plan and to effectively manage your money.
Having a financial plan that fits your financial lifestyle can help you obtain the direction you want. It can help you achieve your financial goals in life. Are you currently in debt? Do you currently have a personal financial plan? If so, have you had your financial plan reviewed?
If you are interested in reviewing your current situation, or wish to discuss any of the below topics in more detail, please contact us today.
Kind Regards,
Lachlan Baker FIPA, FPA(aff), SA Fin, MAICD, JP, MBR of FBAA
Private Wealth Director
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Some people may think that a financial adviser’s role is to forecast the direction of the share market from month to month and invest clients’ money accordingly. Read More »
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It is always important to get professional advice before buying or selling real estate. Good advice becomes even more critical during tough markets, when real estate agents and vendors might be under even greater pressure to engage in inappropriate marketing practices. Read More »
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We have seen the property market soften over the last 12-18 months, with the luxury market (top end) softening the most. Read More »
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Borrowing to purchase investments, known as ‘gearing’, can be a tax effective strategy, especially if you are on the top marginal tax rate. A loss from a geared investment can normally be offset against your ordinary taxable income which makes them a very popular investment choice. Read More »
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Equity markets have started the year with solid gains after relatively successful bond auctions in Europe coupled with better than expected economic news out of the US and China. Read More »
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What's new?
Read the current market insight produced by Westpac Economics
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