iQ Money Management in West Woombye | Investing service

iQ Money Management

Locality: West Woombye

Phone: +61 7 5442 2764

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• Investing service
• Financial planner
• Insurance broker

25.01.2022 Last week, we discussed the stimulus package that had been announced but not yet passed through Parliament. As we forecast, the Commonwealth Government then announced a second round of stimulus measures. Both packages were passed by Federal Parliament earlier this week. Read our full article here:

25.01.2022 When it comes to estate planning, many people overlook their superannuation. This is risky, because superannuation does not necessarily form part of your estate. This means that your regular legal will may not address what happens to your super when you no longer need it. Read our full article here:

24.01.2022 This is our final newsletter for 2019 - we hope you have enjoyed reading our newsletters as much as we have enjoyed putting them together for you. In this edition, we look at the performance of these markets over the 2019 year - and see that both markets have performed extremely strongly. Read our full article here:

24.01.2022 If you have been following the financial news lately, you will probably have heard people talking about a potential ‘black swan event.’ They are usually referring to the Coronavirus. But, what’s all this about black swans? Read our full article here:

21.01.2022 For households with at least one person aged 65 or over, the Australian Bureau of Statistics recently compared average household wealth between those that owned their own home and those that did not. The difference was enormous and the message is clear: owning a property or a similar kind of asset - is critical in creating wealth. Our job often includes identifying that similar kind of asset. Read our full article here:

21.01.2022 Make sure you take your holidays. There is plenty of science that shows that people who take holidays actually get more work done. What’s more, their careers - and their lives - last longer and they end up providing more for themselves and their families. Read our full article here:

20.01.2022 Marriage has a substantial impact on personal finances. So, in this article we thought we would examine some elements of marriage and the way they impact on your money. Read our full article here:

19.01.2022 Next week, the Commonwealth Parliament is expected to pass an emergency $17.6 billion stimulus package. The package is designed to boost the Australian economy a boost that is needed due to the current and expected future impact of the Coronavirus. This article discusses the stimulus package. Read our full article here:

18.01.2022 Welcome to the 20’s. That’s right, we find ourselves once again at the dawn of a new decade. We hope that the coming years bring peace and prosperity to you and all of yours. This year’s newsletters will have a new format we hope you like and we look forward to seeing you again soon! Read our full article here:

17.01.2022 Average Australian share prices dropped by almost 20% in the 12 trading days following February 20. This week, we look back at an article we reviewed in 2018 to explain what a drop like that should mean for the average investor Read our full article here:

14.01.2022 Negative gearing is one of the most common things client ask us about. We have written about it before - but the questions are so persistent we thought we should cover it again this week. Read our full article here:

13.01.2022 the mathematics underpinning life insurance has a lot in common with betting on horse racing. Because of this, most punters and most life insurance policyholders ‘do their dough.’ That said, life insurance is a bet you hope you lose - which makes it very different to backing a slow horse. Read our full article here:

09.01.2022 As of the 1 January, the Commonwealth Government’s First Home Loan Deposit Scheme comes into effect. The scheme lets borrowers get a loan with only 5% equity saved. Places are filling fast, so if this could be of interest, get in touch with us ASAP. Read our full article here:

09.01.2022 Divorce changes everything. Often without realizing it has happened, most married people’s money management becomes intrinsically entwined with their spouse. When the relationship ends, that makes for a lot of unwinding. Read our full article here:

09.01.2022 Most of us have watched in horror as bushfires have burned across every state of Australia this summer. Many of us are moved to help those most affected. In this article, we thought we would let you know how you can best provide help. Read our full article here:

08.01.2022 At some stage, most of us will be asked to lend money to family or friends. Usually, we are only too happy to help. After all, what are family and friends for if not to help each other out. That said, mixing money and relationships can be problematic. In this article, we discuss various ways to minimise the risk of the loan going wrong and a relationship suffering. Read our full article here:

05.01.2022 In this edition of our newsletter, we take a sober look at the current state of the share market and, in particular, the impact that fears around the coronavirus are having on the market. The virus is obviously a very serious thing and we sincerely hope that neither you nor any of your loved ones are affected by it. Our analysis does point to ways that you can minimise the risk of events such as the virus negatively affecting your portfolio. If you would like to know more about these techniques, please do not hesitate to get in touch. Read our full article here:

04.01.2022 You may have heard the phrase, ‘asset rich, cash poor.’ No one likes to hear anything with the word ‘poor’ in it, but if you have to be poor, this is the best way! If you or someone you love is asset-rich and cash-poor, there are various ways that you can use those assets to improve your financial situation. Read our full article here:

03.01.2022 Investing is not like the Grand Slams. Successful investing has more in common with Tuesday night C Grade Pennant. If you make sure you don’t lose, you will end up winning. Game, set and match. Read our full article here:

02.01.2022 In this edition of our newsletter, we discuss the third round of Commonwealth stimulus measures that were announced earlier this week. We also try to take a longer-term view of the Australian economy and in particular the sharemarket, by harking back to other disruptive periods in history and seeing what at least one prominent player from the GFC has to say about the current Coronavirus crisis. As always, we hope that you and your loved ones stay safe and well in these unprecedented times. Read our full article here: