When it comes to investing in property and shares, many issues are the same:
-
- do the research before you buy,
- be aware of your investment timeframe,
- monitor performance, and
- know when to sell.
Latest News
We have been busy this week arranging a staff conference to be held in Bali next year. Myself, my staff and families have been invited to attend. We are all very much looking forward to the conference which will be in March next year.
Over the last few weeks I have been working hard on expanding my knowledge across a number of financial institutions. With the changing financial environment, we are finding that, by utilising a wider variety of lenders, we are able to match our clients with the most appropriate provider for each individual situation. Several of my staff are currently completing their Certificate IV in Finance and Mortgage Broking to ensure that they are well qualified to support me in providing quality service to all of our clients.
Last week I visited several of my Brisbane clients. I thoroughly enjoyed my weekend, it is always a pleasure to visit my clients.
The second half of this year is shaping up to be as busy as the first. I look forward to seeing many more of my clients during this time, as well as putting some time aside for some further travel.
If you require an appointment please contact us on 4941 6000 to make a time.
The ‘what, why and how’ of contributing to super
Despite frequent changes to its governing rules, superannuation remains, for most people, a tax-effective environment in which to save for retirement. Here’s a quick Q&A on the what, why and how of contributing to superannuation from this point on.
10 Tips to prepare for Retirement
Looking forward to retirement? Check out our top 10 tips to make sure you’re on track.
Plan for the unexpected now using insurance
One of the joys in life is that we don’t know what will happen next. Most of us have positive expectations but sometimes life doesn’t follow our lead and we’re dealt a blow. It’s how we manage each experience – or how we’ve planned ahead – that will make it either good or bad for us. These three stories could have easily turned out quite differently.
Shauns’ Holiday
Our office staff recently celebrated a farewell lunch with Shaun prior to him leaving for his trip away.
Has your life changed recently?
The busier we get the more we tend to put off the important things. Often the last subject we want to think about is our will or other estate planning requirements. Living life always seems to get in the way! Sometimes that’s not our fault, especially if there has been a crisis or major change in our lives. The irony is that’s exactly when these issues should take a higher priority.
Changes to North
Over the past few months there has been some changes to the North platform that may be of interest to you.
Staff Birthday
We have recently celebrated Barbs 68th Birthday here at the office!
News from the Office
This month has been very busy around the office!
We have redesigned our boardroom with a new whiteboard and conference table, which makes for a much more comfortable meeting place for clients and staff alike.
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