Tag Archives: Planning Portfolio

Financial Planning For End of Year

Posted on 20. Jun, 2011 by .

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 on 28. Mar, 2011 by .

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 on 21. Mar, 2011 by .

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

Posted on 30. Oct, 2010 by .

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 on 13. Sep, 2010 by .

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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Economic Update

Posted on 21. Mar, 2010 by .

The world’s economic and sharemarket rebound from the global financial crisis continued in the fourth quarter of last year and into January, albeit at a more moderate pace. Following three dramatic quarters which […]

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Diversify Your Financial Planning Portfolio

Posted on 30. Nov, 2009 by .

One of the most effective means of reducing the different types of risk is to diversify your portfolio. You can reduce the volatility by ensuring that it is not totally exposed to any one type of investment or investment approach. […]

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