Financial Adviser and Financial Planner in Mandurah, Western Australia | Investing service

Financial Adviser and Financial Planner

Locality: Mandurah, Western Australia

Phone: +61 402 432 424

Address: 98 Allnutt Street 6210 Mandurah, WA, Australia

Website: http://www.financialadvisorsperth.com

Likes: 78

Add/Update information

Reviews

Tags

• Investing service
• Financial planner

22.01.2022 http://insights.vanguard.com.au/VolatilityIn//advisor.html

21.01.2022 If you have had any dealings with AMP now would be a good time to review where you are at...... https://www.theaustralian.com.au//2bb67ab4683d46eba5fc264c

20.01.2022 Expect the best. Prepare for the worst. Capitalise on what comes. Zig Ziglar

16.01.2022 Very worrying indeed..... https://www.investordaily.com.au//42998-there-mightn-t-be-

16.01.2022 http://www.informedinvestor.com.au/news/MarketNews57

15.01.2022 We are please to announce the acquisition of TKT Investments in Mandurah WA. We look forward to continuing the good work and valued relationships established by David & Kathy Ullyet.

14.01.2022 Some useful information to help you feel more comfortable when discussing your future plans with your financial planner.

12.01.2022 Would you like your employer to PAY for your next investment property? Find out how at our next free information session in Bertram Community Centre on Monday 10 November 6:00pm - 7:30pm. Call 9439 4405 to reserve your seat now!

11.01.2022 With more and more people deciding to take control of their own retirement savings there are some very important questions you ask yourself before making the leap, and remember to always get advice from a qualified professional. http://trustees.smsfassociation.com/im-thinking-of-start//

11.01.2022 3 Things Game of Thrones can teach us about financial planning...

10.01.2022 With interest rates as low as they have been in a long long time, reviewing your current loans and credit cards could save you thousands. Call your mortgage broker today to see if you are still getting the best deal in the market.

09.01.2022 Learn about property investment and go in the draw to win a MyGenie Vacuum (the one that cleans the house by itself!) Thursday 27 August - follow the link below to book and hope to see you there!

08.01.2022 How to be financially prepared this Christmas With Christmas just around the corner, here are 5 tips to help plan ahead and avoid a financial hangover on New Year’s Day. Think back to last Christmas and consider where the extra expenses came from. Was it petrol for the drive to the holiday destination? Gifts for new children in the extended family? Wine for the constant gatherings? And don’t forget the taxi fares for the journeys home from nights out.... However you look at it, Christmas is a pricey time of year. If the expense causes stress then the holiday period is ruined. Here are some tips to prepare for, and enjoy Christmas. 1. Figure out a budget. What exactly are you going to spend on gifts, food, drink, accommodation, airfares, fuel, cabs etc.? Be realistic and even pessimistic. If you over-prepare then you’ll end up with a surplus, which is a great result. 2. Christmas saver. Consider opening a new account which you can put a weekly amount into over the next few months in order to cover most, if not all, of your Christmas expenses. Even better, if you have a mortgage account, consider putting the extra money into the redraw section - that way you could save some mortgage interest during the final quarter of the year. 3. Gifts. Figure out what you are happy to spend on each person and ensure you stick to it. Give yourself time to think about gifts, working out exactly what each person will receive, to keep your shopping trips short and avoid extra purchases. And negotiate with family members to stick below a certain amount, or to do Secret Santa, in order to keep costs down. 4. Credit card spending. From now until Christmas, make additional weekly payments onto your credit card so you’re not caught out, as many people are, with an unmanageable credit card debt once you roll into January. 5. New year goal. Figure out what you wish for in the New Year and start taking steps towards that goal right now. Whether it is a fitness goal, a new skill, a bucket list item or something as simple as a reunion with an old friend, make sure at least a small part of the Christmas period is about you by planning for and achieving something special.

06.01.2022 Things work out best for those who make the best of how things work out. John Wooden

05.01.2022 One of the most common mistakes I see people making when they are thinking about buying an investment, is that they don't stop to ask themselves one simple question..... WHY? Why am I buying/investing in this?... What is the motivation? Do I want this to provide an income source? Do I want capital growth? Do I want a mixture of both? Without asking the WHY question, on what grounds does anyone have of assessing if it is a good or bad investment? They will have nothing to measure it against! So next time you are thinking of spending money on anything, stop and ask yourself the question..... WHY?

03.01.2022 Great little clip that everyone should watch. There are so many options available on the market, getting some help to choose the right one is vital. Talk to a professional today to get the right advice to protect your most valuable asset................... Your ability to earn an income! https://www.youtube.com/watch?v=j0p0c-NcWhA

02.01.2022 ASIC are on the money!