by admin | Nov 11, 2009 | Financial Planning, Quotes
A good plan is like a road map: it shows the final destination and usually the best way to get there. Make sure that who ever helps you design your plan actually knows what the destination looks like and preferably has followed the same route that they expect you to...
by admin | Nov 11, 2009 | Financial Planning
The ability to articulate your goals is an important part of Financial Planning. You see we create a Financial Plan to help us determine where we want to be at any particular point in time and part of wanting to be at a particular financial position as a particular...
by admin | Nov 10, 2009 | Financial Planning
While Kiwi saver is all about planning for the future, what has happened to living in the moment? I often tell my clients that a saying that struck me nearly 20 years ago still holds true today and that is “Live like you will die tomorrow but invest like you...
by admin | Oct 7, 2009 | Boom vs Bust, Financial Planning, In My Opinion, Investment, Property Investment
An interesting article that came across my desk today; I say interesting because this has come out a day after the RBA increased the official cash rate. It reminds a little of a comment someone made in a blog I was reading which made me cringe, the guy said ”...
by admin | Sep 29, 2009 | Financial Planning, In My Opinion, Property Investment, Structures
This is a question I am asked by nearly every single client when they buy an investment property. As a Financial Planner in Australia the concept of an LAQC was new to me in 2004 and because you can achieve the tax benefits of an LAQC without having to have one I...
by admin | Sep 28, 2009 | Financial Planning, Property Investment
Advice should be sought prior to entering into any property transaction, following major tax changes passed by Parliament last week will impact future property purchases,” according to Grant Thornton. The changes widen the tax net and essentially remove the ability...
