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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 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%,[…]
This year’s Federal Budget includes the most significant changes to Australia’s superannuation system since 2007, plus tax initiatives to support low income earners and small businesses. On Tuesday 3 May, Federal Treasurer Scott Morrison handed down the Federal Budget for the 2016–17 financial year. The Budget measures are designed to aid Australia’s transition from a[…]
You are one year out from retirement. Here are five steps to take now to ensure you’re ready. The last 12 months before retirement can be a wonderful period, filled with anticipation, excitement and expectation, and often a few nerves. Leaving the workforce for good is a dream come true for some, but for others[…]
With International Women’s Day celebrated on March 8th, this month we focus in on the successes and learnings of a female entrepreneur. As she launched an app that changes the way people order from cafes, Rebekah Campbell also learned the value of great financial advice. Female-run small businesses have blossomed over the past decade, giving[…]
Anybody interested in growing and protecting retirement wealth can learn important lessons from the investment strategy rules of super funds. Trustees of super funds large or small, including Self-Managed Super Funds (SMSFs), are required by regulation to put in place an investment strategy that meets certain guidelines. Interestingly, these regulations contain powerful and sensible messages[…]
How does income protection insurance work and what is its value? Anybody who relies on an income can have their investment plans and their lifestyles derailed by an unexpected absence from work. Income protection insurance can help to cover against such damage by providing cash flow during a prolonged period of illness or injury. In[…]
Working closely with a Financial Planner can be critical to you achieving your long term goals and objectives. Reviewing your financial strategy is important for all clients regardless of age and circumstances. At the end of the day a Financial Plan or Strategy is all about you and keeping you on track towards your goals[…]
Our monthly review of the Australian and global economies from the Economic and Market Research team. Australia The Reserve Bank of Australia (RBA) left the official cash rate on hold at 2% on 2 February 2016 – where it has remained since May 2015. The next RBA Board meeting is 1 March 2016. The statement[…]
There are several exercise guidelines to follow as you head into your 40s, 50s and beyond. Do it right and there are numerous positive outcomes. Guy Leech practices what he preaches. Once an elite athlete who dominated the world of Ironman, he is now a living example of how the body need not break down[…]