Fortuna Financial in South Perth, Western Australia | Financial planner

Fortuna Financial

Locality: South Perth, Western Australia

Phone: +61 8 9476 9999

Address: 20 hardy street 6151 South Perth, WA, Australia

Website: http://www.fortunafinancial.com.au

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25.01.2022 Over the past 30 years, Australians' household debt has increased. According to the Reserve Bank of Australia, our household debt-to-income ratio has risen from 70 per cent in the early 1990s to around 190 per cent today. With numbers like this, it's understandable that you might feel like you'll never get out of debt. Changing your thinking around your finances, however, and learning how to make sure your money is working for you will reap great rewards. Below, we've outlined a few ways you can create savings while paying off debt.

24.01.2022 Jargon in any industry often confuses and confounds those who do not deal with it every day. Think about your computer. IT specialists seem to speak a different language. But investing shouldn’t be a minefield of gobbledygook that stops you understanding what your money is doing. Here we’ve taken some of the more commonly used financial terms and explained them in simple, everyday language.

24.01.2022 Paul Taylor was a fit and active 45-year-old who drowned while swimming in surf on a family holiday. Witnessing this tragic event unfold from the beach were Paul’s wife, Sue, their 15-year-old daughter Sophie and 12-year-old son Zac.Relatives and friends were a great support during the following days, but soon after the funeral, and still in a state of profound grief, Sue had to assess the state of the family finances. Until that time she wasn’t aware that the Taylors were amongst the 95% of Australian families that did not have adequate levels of life insurance.Not alone...

22.01.2022 One of the keys to financial success is to adopt the right strategy at the right time. As you move through the stages of life here are some tried and tested ‘secrets’ that will help you build and protect your wealth.

18.01.2022 Once your mortgage and other financial commitments are manageable, it is usually time to put the pedal down on your super. Those prime income years, between age 40 and 50 in particular, should be used constructively. However, the task may not always be easy.Is there a logical solution?

17.01.2022 With so much uncertainty surrounding who now has more control over setting mortgage interest rates - the Reserve Bank or the banks - it is timely to think about your loans and whether they are structured to suit your needs into the future. One of the most obvious considerations for your home mortgage is whether a fixed or variable rate loan is best for you.

16.01.2022 The dawn of a new year sees many people setting new year’s resolutions such as losing some weight or giving up smoking.Similarly, the beginning of a new year is the ideal time for setting financial goals, and here are four practical ways you can kick your year off to a great start.

09.01.2022 As most long-term investors know, investment markets have their ups and downs. The downs are usually associated with periods of uncertainty, perhaps due to political or economic factors, or even natural disasters. Uncertainty leads to volatility more extreme movements in asset prices which can have a big impact on portfolio values. This can be of particular concern if you are close to retirement and preparing for your last payday. So what can you do about it?

08.01.2022 When most people think of salary sacrifice they think of superannuation. It’s pretty easy to see why. If someone earning $100,000 a year takes the last $10,000 of that amount as cash salary, they will pay $3,900 in tax and the Medicare levy. Salary sacrifice that same amount as a concessional contribution to super and only $1,500 will be lost to tax

05.01.2022 We all have the ability and opportunity to cultivate gratitude. Simply take a few moments to focus on all that you have rather than complain about all the things you think you deserve. Developing an attitude of gratitude is one of the simplest ways to improve your satisfaction with life.