Tag Archives: Abound Lifestyle Planning

Wealth health check – Part 1 Accumulators (aged 25-45)

Posted on13. Feb, 2012 by .

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Are you keeping your finances healthy by doing the right thing at the right time? Taking the best action at the optimum time can be crucial to your financial future. Part 1 Accumulators (aged 25-45).

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To buy or not to buy? That is the question.

Posted on21. Mar, 2011 by .

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According to expert portfolio managers, two of the best times to buy equities during this investment lifetime were after the economic recoveries of 1974 and 1990. The lead-up periods to each of these recoveries were also the closest in terms of economic meltdown to what we have recently been through, and are facing now. In 1974 and 1990, after the first spurt of economic growth, growth decelerated again (as it has in this past quarter) before the economy took off again.

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It pays to have Trauma Insurance

Posted on14. Mar, 2011 by .

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While it’s not nice to think about, trauma insurance can be viewed as “recovery insurance” – taking the pressure off while you focus on recovering from an illness or accident rather than worrying about your finances. It should be considered an essential part of any robust wealth protection plan, as the case studies below illustrate.

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New Years Resolutions: I will manage my money better

Posted on28. Feb, 2011 by .

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At the start of every year we make rash resolutions aiming to overcome the excesses of the year before. Just like dieting, we pledge to stick to a more frugal budget, cut down on spending and watch our figures!

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Tax and children’s investments

Posted on11. Jan, 2011 by .

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Every parent, and grandparent for that matter, wants the best for their children, so if you are in a position to invest money specifically for your children’s future, you should follow the same approach as if you were investing for yourself.

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Merry Christmas from Abound Financial & Lifestyle Planning

Posted on23. Dec, 2010 by .

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We wish you and your family a Merry Christmas and Happy New Year from the team at Abound Lifestyle Planning!

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The easy way to consolidate your super

Posted on06. Dec, 2010 by .

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Why get it sorted? If your super is lost, tracking it down may give you certainty about how much you have and how it is performing. If your super is spread across several funds, consolidating it into one fund can reduce your paperwork.

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Risks in Retirement – The need for Financial Planning! (Part 2)

Posted on22. Nov, 2010 by .

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As stated in my previous blog there are many risks faced by investors in retirement. The issue I want to address next is inflation. I think it is important to first understand what inflation actually is…

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Financial Planning Asset Protection

Posted on08. Aug, 2010 by .

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An area of Financial Planning often overlooked or discarded is that of Asset Protection. The cost of this cover is usually insignificant compared to the potential benefits and peace of mind the agreement and insurance provides.

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Here for a Good Time… and a Long Time

Posted on21. Mar, 2010 by .

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There is an expression that is common amongst many “thrill seeking” younger people… “I am here for a good time, not a long time.” However as we grow and assume more responsibilities [...]

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