Assurity Financial Planning in Busselton, Western Australia | Financial planner
Assurity Financial Planning
Locality: Busselton, Western Australia
Phone: +61 8 9754 1133
Reviews
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23.01.2022 To further protect our clients, staff members and the broader community, we have made the decision to move to remote work locations to adopt social distancing and self-isolation guidelines. Fortunately with today’s technology solutions, we are able to carry on with business as usual, however, we will aim to conduct meetings with technology enabled options (phone, Skype, Zoom, etc) rather than face to face for the time being. Our hours of operation remain unchanged and we encourage you to touch base should you have any queries or needs at this time.
22.01.2022 Quick snapshot of the winners and losers of tonight's federal budget: http://www.abc.net.au//federal-budget-2017-winner/8505738
18.01.2022 In our opinion, Australian economist Shane Oliver often offers the most balanced insight into the state of financial markets and keeps it simple. For a succinct summary of 2017/2018, have a read below.
16.01.2022 Good article from Switzer today regarding recent market volatility and the current picture of the economy in Australia, the US & China. Worth a read.
16.01.2022 There are certainly a lot of reasons to be concerned about global stability and economic markets at the moment. This article is a great reflection on corrections over the past few decades. If you read through to the end, it reinforces a message that we’ve long held true to the importance of diversification & long term investing.
15.01.2022 A good article written by one of Australia's top economists regarding the current market volatility. Well worth a read.
14.01.2022 Another rate cut brings borrowing rates to all time lows - great time to pay down some debt!
11.01.2022 Thanks to Katie Whiffen, Retirement Specialist from NAB Asset Management for her brilliant presentation last night - Beyond the Longevity Curve - to over 90 of our clients. The content was fantastic!
10.01.2022 Amazing display of the change in brand values since 2000!
10.01.2022 You & Your Future - Investing & Retirement Seminar Join us at 6pm on Wednesday October 21st for what is surely to be a great night as Katie Whiffen, Portfolio Specialist Manager, Retirement Solutions, NAB Asset Management will discuss: - How current retirees are busting the myths of Retirement... - The six risks you need to manage throughout Retirement - How we are managing your money to take advantage of the current opportunities in this Global Economic environment Please RSVP before October 14 by calling our office on 9754-1133 to confirm your interest.
08.01.2022 We often discuss the benefits of long term investing and compounding returns with our clients. This article is a good read about how a young investor will benefit from time in the markets rather than timing the markets.
08.01.2022 Great day at the Gourmet Escape Castle Rock Beach BBQ with the Assurity team for an early Christmas lunch. Fabulous food in a breathtaking location!
07.01.2022 Our stubby holders keep drinks cold in Kakadu too!
07.01.2022 The Federal Budget was handed down last night and will bring about changes for pensioners, families with young children and small businesses among others in an effort to stimulate growth and keep the deficit in check.
06.01.2022 Thanks again to Peter Switzer - from his newsletter today. Look at the growth of $10,000 invested in the Australian Stock Exchange All Ordinaries from 1992 to 2012. In 20 years, $10,000 grows to nearly $30,000 but when you reinvest dividends back into the market, $10,000 becomes $60,000!
06.01.2022 " BIG THANK YOU TO " Doug Horsford for Sponsoring the Safety vest's for the Dungbeetles Masters Rugby Team. Also thank you to everyone that touched base with me, Wow..even had some mad rugby fan in Queensland..
01.01.2022 Good news for the Aussie economy from the RBA...
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