Tag Archives: Melbourne Financial Planning

Financial Planning For End of Year

Posted on20. Jun, 2011 by .

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With 30 June fast approaching, we thought it would be appropriate to remind you of two things you should consider in terms of financial planning before the end of the financial year.

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Property Versus Shares

Posted on28. Mar, 2011 by .

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One of the most common backyard barbeque debates in Australia relates to which provides better investment returns — property or shares? Australians are widely known to have had a long love affair with direct property, but an interest in sharemarket investing has also been on the rise over recent years.

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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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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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Avoiding your own credit crunch

Posted on20. Dec, 2010 by .

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A survey by the Financial Literacy Foundation has found most Australians are confident at managing debt, despite the fact that debt and bankruptcy levels continue to climb. It seems that the gap between personal perception and financial reality is widening.

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Are you looking to retire in a few years & worry you may run out of money?

Posted on30. Oct, 2010 by .

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Watch our humorous video where Richard meets with Bob who is 62 years old and looking to retire in a few years. Bob is worried about sustaining his current lifestyle for himself and his wife in his retirement years and running out of money. Richard informs Bob how he and the team at Abound Financial Planning Ascot Vale can help him.

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Top Up Your Super Tank!

Posted on13. Sep, 2010 by .

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Super is the best way to grow your retirement savings. If you’re aged 60 or over, and you are a member of a ‘taxed’ superannuation fund, any money you withdraw from your concessionally taxed super fund will be tax-free.

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HENRY REVIEW!

Posted on12. May, 2010 by .

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After nearly 2 years in the making the Rudd Government delivered its report as prepared by Ken Henry (Treasury) into the reform of the Australian Tax system.

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