Thoughts on money, from a Financial Planner in Perth
New Year resolutions come and go, with most consigned to the rubbish bin by mid-February. How are yours shaping up? If you haven’t made any this year, here’s a shopping list of small financial targets to get the creative juices going. 2012 Financial Checklist Start a budget Always a great place to start, yet it … Read more
bedeep bedeep bedeep… in the latest news to hand… Global market players have left early to go on holidays, having universally agreed that the year of the Rabbit sucks, the market sucks, and that it makes sense to have a little rest before the Dragon enters the scene and provides enough lift to see above … Read more
Insurance is one of those areas that we all love to hate. So what are the facts? How does a financial planner deal with insurance issues? Facts on Life Insurance Here is a recently released video from Comminsure on the facts about insurance in Australia today. It focusses on life insurance but briefly covers areas … Read more
Marketing is often most effective when it glosses over the smaller details and focusses on just one or two key points… does that lead to better outcomes or is it misrepresentation?
Kerry can always be relied upon to sort out birthdays, anniversaries, parties and get-togethers. If it weren’t for the fact that she is so good at her current job, Kerry would be running the city’s big events! So Merry Christmas from everyone as WSP Financial Services Pty Ltd, and here’s a special christmas card from all of … Read more
Is the world riskier? Here is a question received from a client recently. My second question is, I remember a time when things ticked along with the ASX rather smoothly, whilst I appreciate the recent volatility is something that we are not used to, I still don’t get the way the market moves at the … Read more
How should your mix of assets change as you approach retirement? Should that mix change at all? What can history tell us about such ideas?
Financial planning is in a difficult period at the moment, with many people questioning the value of advice given and the point of following long term plans.
Financial Planning for investment in Perth, Western Australia inevitably brings up the issue of residential property investment. Let’s consider the issues as they stand locally.
Financial Planning in Perth, Western Australia. Why should it be any different to that which is delivered anywhere else? Well, actually… it’s not. Financial planning is financial planning, is financial planning – and that means it is inherently biased. Maybe the title should be “WHY is all financial planning advice biased?” All financial advice is … Read more