Are you and your family protected if something unforeseen should happen
Do you know where your super is and where it’s invested? Why not let us help you take control of it.
Are you on track to meet your retirement goals? Do you know how much you need in retirement?
Would you like to invest but are unsure where to start? Would you like help to decide how to invest?
The team at Finwest have been providing advice to clients from all areas. We have specialists in many different areas so no matter your need there will be an adviser who will be able to help you.
THE FINWEST TEAM
If you haven’t figured out your lifestyle goals for the future, your financial strategy is like a journey without a destination. When you’re creating a financial plan, it’s tempting to focus purely on the money aspect – for example, how much your weekly budget is, or how much your investments are likely to grow. But[…]
An economic update from Colonial First State Global Asset Management. What have been the major economic events in the past few months? The US The Federal Open Market Committee of the US Federal Reserve Board (‘the Fed’) meet on 2 to 27 April 2016 and as widely expected held the Fed Funds target rate unchanged[…]
Even if the exchange rate has you on a smaller travel budget than you’re used to, being thrifty can have its benefits. In opting for more budget-friendly countries and activities, you open yourself up to new experiences and the potential to fit more into your next trip. When planning an overseas holiday, the exchange rate can[…]
As you prepare for the new financial year, use these simple tips to help you make sure your finances are on the right track for the year ahead. Regardless of your financial standing or the stage of life you’re in, conducting regular financial health checks is a smart way of fine-tuning your life goals and[…]
Brexit, the economy and financial markets Britain has voted to ‘Leave’ the European Union (EU) 52 – 48 per cent. But the debate about the implications for economies and financial markets is just beginning. The magnitude of the impact on markets and economies is open to debate. The likely rolling series of “shocks” are expected[…]
A diversified investment portfolio has the potential to generate an income that you could use now or put away for your future. To achieve this desired income, you need to work with your financial adviser to set realistic goals and a clear plan for how you will achieve them. In this Inform we help clarify what[…]
In the second article of Inform’s two-part series, we look at different strategies you and your financial adviser might consider to protect and build long-term financial security in response to the current economic climate. When the economy and markets are booming, investing can feel like ‘plain sailing’. But when the economy ‘runs out of puff’ and[…]
As we approach the end of the financial year, there are a number of smart strategies you could consider to help you streamline your finances and minimise your personal tax liability. Insurance premiums Some insurance premiums, such as those for income protection insurance, are generally tax deductible as the proceeds in the event of a[…]
If you have planned well and feel financially secure for the years ahead, gifting money or assets to family members can be a kind and compelling idea. Just make sure you know how the rules might affect your wealth. Whether it’s transferring a holiday house to your children or giving money to pay for your[…]
An economic update from Colonial First State Global Asset Management. What have been the major economic events in the past few months? 1. The US The first estimate of Q4 2015 GDP was released indicating growth was 0.7% on a seasonally-adjusted-annualised-rate, below expectations and lower than the 2% recorded in Q3 2015. Personal spending rose 2.2%,[…]