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James McLeod | Public figure



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James McLeod

Phone: +61 8 6163 6105



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25.01.2022 The decision for a parent to enter a nursing home can break the heart as well the bank. Here’s 7 lessons learnt from a specialist aged care adviser as their father faced this reality. http://www.fsadvice.com.au//lessons-from-my-dad-in-and-out



25.01.2022 How to deal with the emotions of investing https://www.capital-partners.com.au//when-markets-tumble/

21.01.2022 I'm having a lot of conversations about bitcoin and its future as a legitimate currency. The question should be, if bitcoin's future as a legitimate currency can't be realised, how would this affect its current price? https://www.washingtonpost.com//the-simple-reason-bitcoi/

21.01.2022 With the EOFY fast approaching, now is the time to review your tax planning to ensure you have taken advantage of the opportunities available to you. I've outlined my top tips and strategies to help manage tax and maximise your savings prior to June 30. #tax #financialadvice #EOFY... https://www.jamesmcleodcfp.com/news-1/taxtips



21.01.2022 Facts alone will never convince people that they are wrong about any deeply held belief, whether it's about religion, partisan affiliation, global warming, vaccinations or the economy. If it challenges the mental model, our brains work to downgrade it. https://bloom.bg/2DIjlhU

20.01.2022 Many of us will be involved in helping to source or fund aged care options for a loved one at some stage. When you do, its important to think through the estate planning implications. https://www.supercentral.com.au//beware-estate-planning-is

20.01.2022 FPA Professional Practice of the Year 2017! Great work team!



19.01.2022 Avoiding a life with financial regrets comes down to early planning, being disciplined with your decisions and investing in yourself. http://www.moneyandlife.com.au//g/top-5-financial-regrets/

18.01.2022 When fees for no service might be the best outcome you get, its time for a Royal Commission. #bankingrc #royalcommission #financialservices https://www.jamesmcleodcfp.com//why-we-need-a-banking-roya

16.01.2022 Still having a home loan at retirement can cripple your long term financial well being. For under 40s, the remedy is saving more (spending less), buying a home you can afford, and start planning as early as possible.

12.01.2022 Divorce can potentially make a significant difference to your long term financial well being. Here are 7 scientific secrets to avoid the family court. #divorce #marriage #money https://www.thriveglobal.com//37192-recipe-for-a-happy-mar

12.01.2022 Confused about Labor’s retiree tax? This will help demystify your franking credits from your dividend imputation... https://theconversation.com/words-that-matter-whats-a-frank



12.01.2022 Investing in capital raises and initial public offers are high risk, potentially high return strategies. Here are seven considerations to manage risk and potentially give you a better outcome. #investing #risk https://www.jamesmcleodcfp.com/news-1/ipos

11.01.2022 Whether you agree or disagree with the policy, Labor's proposed tax changes will affect a significant amount of self funded retirees who thought they had planned for their retirement. Capital Partners Private Wealth Advisers CEO David Andrew explains his thoughts on 6PR. https://www.6pr.com.au/podcast/labors-tax-policy-explained/

11.01.2022 Congratulations to the team at Capital Partners Private Wealth Advisers for being recognised at the 2017 Professional Practice of the Year and CFP Professional of the Year. Well deserved on both fronts! https://www.professionalplanner.com.au//fpa-awards-capita/

11.01.2022 Death has a way of putting what's important into perspective. "...stop worrying so much about the small, meaningless stresses in life and try to remember that we all have the same fate after it all so do what you can to make your time feel worthy and great, minus the bullshit." https://tribunist-com.cdn.ampproject.org//im-27-i-don/amp/

09.01.2022 So the richest man in the world drives a Honda. Seems to be a common theme for the mega wealthy. https://www.cnbc.com//why-amazons-jeff-bezos-drove-a-honda

06.01.2022 BlackRock the world's largest investment manager, tells the world's biggest companies to contribute to society or else. Having a corporate social conscious is officially mainstream. http://nyti.ms/2BbhAaW

04.01.2022 Well worth a read! The extraordinary fall from grace of CPA Australia. I was oblivious to extent of the corruption of the CEO and Board for over a decade. Can the CPA brand's reputation ever recover from this? https://amp-afr-com.cdn.ampproject.org//alex-malley-what-a

03.01.2022 With property values (and home loans) vastly outpacing salary growth over the last 15 years, many business owners are going to be shocked when they realise younger generations can't afford to buy their business and banks wont lend. Want your business to be passed to the next generation? Start planning as early as possible to build wealth outside of the business so you have time and flexibility to access alternative succession options. https://www.smartcompany.com.au//smes-unable-sell-busine/

02.01.2022 Never thought I'd see the day the Chief Economist of UBS acknowledge economic forecasts can't be relied upon! Key point - focus on the trend direction, not the numbers. http://bit.ly/2C6nqeK

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