Tag Archives: Financial Planning Melbourne
Posted on 01. Jun, 2017 by admin.
By AMP Life Limited and originally published 6 October 2016. When it comes to passing-on your super money, you need to put specific plans in place so the right people end up with it when the time comes. You’d probably rather be doing something other than thinking about your own mortality. But because your super […]
Posted on 01. May, 2017 by admin.
By AMP Life Limited and originally published on 16 November 2016 at https://www.amp.com.au/news/2016/november/can-refinancing-my-home-loan-save-me-money By replacing your existing loan with a new one, you could take advantage of a better deal. Even if you secured a competitive package when you first took out your home loan, it’s worth reviewing each year¹ to ensure the interest rates, […]
Posted on 01. Feb, 2017 by admin.
How will they impact you? We cover some of the factors to be aware of given changes have just passed in parliament and are due to become superannuation law. Earlier this year, the Federal Budget announcement included a proposal to introduce changes to super bigger than the likes of anything we’ve seen in almost a […]
Posted on 03. Oct, 2016 by admin.
When it comes to the rent-versus buy debate, like many of our clients you may be weighing up the pros and cons. You might be thinking that you’d love to buy a house but it all seems out of reach right now. Are you asking whether it’s still a good idea to invest in property […]
Posted on 14. Jan, 2016 by admin.
“Good evening and welcome to the evening news. Our top story – the All Ordinaries rose by one point on limited trading with little economic data of any consequence released today”. That’s a line viewers are unlikely to hear when they flick on the 6pm news. It’s not very dramatic, and it’s not bad news. […]
Posted on 16. Mar, 2015 by admin.
Intergenerational wealth transfer – or in simpler terms, passing on assets to your family, can be, and often is, a huge issue for all family members concerned. If done well and executed properly, it can make a real difference to the financial position of the recipients. If misjudged or poorly handled, it can cause enormous […]
Posted on 23. Feb, 2015 by admin.
It’s not easy to be thrifty in our consumer society. We’re surrounded by so much temptation that it can be difficult to avoid spending money. So why not try taking a break from spending? If you can tighten your belt on the little things, it can help ensure you have enough for the odd […]
Posted on 25. Nov, 2014 by admin.
On 1 January 2015, Centrelink income test rules are changing to be less favourable for account- based pensions. However, clients who receive a Centrelink benefit and have an allocated or account-based pension in place before then will maintain their current favourable income test treatment. Do you need to take action now? If you are over […]
Posted on 08. Oct, 2014 by admin.
We take this opportunity to update you on what’s happening at Abound Financial and Lifestyle Planning. Suzanne Alexander joins Abound Financial and Lifestyle Planning Firstly, we are delighted to announce that Suzanne Alexander has recently joined the practice as a Financial Adviser. Suzanne was previously with AMP at their Docklands office and will assist in […]
Posted on 23. Jul, 2014 by admin.
There are 5.2 million boomers in Australia born from 1946 to 1964. This compares with six million generation Xers born between 1965 and 1983. Generation Y, born across the 18 years to 2002, is expected to peak at about 7.4 million next decade. With Australia’s population expected to swell by mid-century and the first wave […]