Self Managed Super Funds (SMSF): The good, the bad and the ugly..

Posted by:

Self Managed Super funds (SMSF) are becoming more and more popular these days, but I’m really concerned that people are just running out to get one without properly thinking about WHY they would open one up, and not seeking professional advice. Accountants are a very important aspect of SMSF’s in that they can set one up for you, run the audits and administration behind it, but most are not allowed to provide financial advice on the suitability of the investment.

In ...

Continue Reading →
0

Know your Financial Planner, and tell everyone about it!

Posted by:

As always, I try to relate my blogs to my personal experience and today’s is no different. I was out on the weekend, chatting to a potential client about his Insurances. In the past he has been reluctant to have me review his cover. I’m not sure why, perhaps it is because we are business associates who have become friends over the past year….. perhaps it is because he would like to keep his personal financial situation private given our ...

Continue Reading →
0

“The thing I hate about insurance is that it costs too much”

Posted by:

I was talking to a potential client on Friday afternoon and this was his comment about his thoughts on Insurance. My response back to him was “yes, I agree, Insurance does cost money, and it’s really not worth it… until you need to claim!”

With this conversation in mind, I thought I would look up the definition of Insurance, and this is what I found:

“A contract (policy) in which an individual or entity receives financial protection or reimbursement against losses from ...

Continue Reading →
0

What’s your greatest asset?

Posted by:

As any of you who are friends with me on Facebook would know, we have recently purchased a new car. To do so, you go through quite a process once you have decided to make the purchase as far as funding options go. We have opted to run the car through my business (anything for a tax deduction!) so it was best for me to get a Chattel Mortgage on the car. As we were finalising the sign up, the ...

Continue Reading →
0

If it sounds too good to be true, it probably is…

Posted by:

“Financials, pay slips, tax returns, doctors reports, blood tests, fasting, height and weight analysis (eeek, not on a Monday please!), blood pressure… the list goes on and on and on, and all just to get some Insurance that I know I need but don’t particularly want to pay for? Is it really worthwhile when I see on the TV every day that all I need to do is call a 1800 number, answer some basic questions and away I go ...

Continue Reading →
0

Video killed the radio star…. or did it?

Posted by:

This week I would like to introduce you to EagleWaves radio. EagleWaves is an Internet radio station based in Sydney CBD. It is aired out of Vivo café on the corner of King and George Streets, and the segments are related predominantly to business and finance.  I’m very excited to announce that I am officially one of the host’s on one of the programs – EagleMoney. EagleMoney talks about all things money related. Whether it is budgeting, Superannuation, investing, property ...

Continue Reading →
810

Getting hitched and planning for the future..

Posted by:

Again my apologies for the late Blog – My mum got married on the weekend and I’m still recovering from the whirlwind of interstate and international guests! On Sunday night once all the celebrations were behind us, my first thought was ‘exercise, it is time for us to start dating again..’ then I started to think about what to write about this week, and thought it would have to have something to do with the wedding of the year!

Having such ...

Continue Reading →
0

You may have a Will for your family, but do you have a Will for your business?

Posted by:

Apologies for the late blog this week. I usually try to make sure I have new content for you on a Monday but it’s been a busy couple of weeks and I have had a number of topics to choose from!

I’m very lucky with the Dealergroup who I am licensed through as they have a wealth of knowledge across their Practice Managers. Practice Managers are like business coaches – they challenge you and make sure you are staying on track, ...

Continue Reading →
0

My adviser has gone AWOL!

Posted by:

I have just come back from a weekend with friends in QLD (let’s say that the Husband’s name is John), and inevitably the conversation made it’s way around to financial planning – specifically Insurance and Super. Two topics a lot of people avoid or would rather not think about. After all, if we are talking Insurance, we are talking stats and mortality rates… not the best dinner conversation. And if we are talking Super, we are talking about some investment ...

Continue Reading →
1,137

Football, fans and sponsorship

Posted by:

Hello readers, and welcome to my latest blog. Today Monarch Advisory Group has some very exciting news, especially if you follow AFL.

 

Being a Queenslander where Rugby Union and League is king, it took me a long time to get into AFL. I think I was turned off at a young age when I saw Warwick Capper in the brown and yellow Guernsey sporting a mullet. My husband has been trying to encourage me to support his team, Essendon, but that ...

Continue Reading →
0
Page 9 of 10 «...678910