Your personal CFO

My personal CFO

If we all made the right financial decisions in life than we would all be rich. What if I told you that you can get more wins on the board with your very own, Personal Chief Financial Officer (CFO) aka holistic Financial Adviser.

Monday Market Madness 22nd January 2018

Investment Adviser Melbourne

The Australian stock market recorded a poor performance last week and extended its losing streak to four sessions on Friday, as Investors contrasted a raft of company updates with sharp gains on Wall Street made amid optimism over corporate earnings trends. The benchmark ASX 200 index fell by 1.1% to 6006 points. Resources (Energy -4.3% and Materials -2.5%) and Telecom (-4.5%) stocks were at the forefront of losses. Consumer stocks took up residence on the other side of the spectrum.

Is income protection insurance important?

Is income protection important?

Have you ever thought about income protection?
Having an awesome financial plan includes all sorts of exciting things like knowing where you are investing your money, how much you can save and when you will be buying your new property.

Monday Market Madness 9th October 2017

Having a whale of a time

The Australian market was modestly higher this week as the Reserve Bank of Australia kept rates on hold at 1.50%. The RBA indicated that there are signs that non-mining business investment has been improving which “would be a welcome development” but slow wage growth and high levels of household debt will negatively impact growth in household spending.