EFS of Libertas Wealth Consulting in Lane Cove | Business service

EFS of Libertas Wealth Consulting

Locality: Lane Cove

Phone: +61 2 9188 4497

Address: Level 2, 71 Longueville Road 2066 Lane Cove, NSW, Australia

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

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• Business service
• Education
• Business consultant
• Financial planner

25.01.2022 Dont click if you receive this email.

25.01.2022 We dont know always when the status quo is making us conveniently compliant to institutional power positions. This is what the Fees for No Service Report - a core element of Justice Haynes Royal Commission critique - has exposed. Read on: https://buff.ly/2Em2Dch. #certaintyadvice #valuableadvice

25.01.2022 Most people who try to time the market are fooling themselves, says Professor Kenneth French (of Fama and French fame): https://buff.ly/2CPtBKd

24.01.2022 If Warren Buffett is the Oracle of Omaha, Seth Klarman who runs a $27b Hedge Fund is considered the Oracle of Boston - here he lashes out primarily for the audience at last months Davos Conference on the increasing dangers of capitalisms short-termism - a good piece Read on: https://buff.ly/2R6Biwy. #capitalism #finance

24.01.2022 Potentially helpful Infographic if youre trying to get your head around JobKeeper 2.0 https://buff.ly/2X5PHi6

23.01.2022 Who owns a clients financial data? The subsequent conversation demonstrated that the answer may be more complicated than we realized. Read on: https://buff.ly/2TNfFUB. #finance #data

22.01.2022 Looking forward to judging submission for the #IFAexcellenceawards this weekend

22.01.2022 Having debts that are out of control can be stressful and overwhelming. If this is the predicament that you find yourself in, do not hesitate to seek help. Read on: https://buff.ly/2SWHfgW. #debt #moneystress

20.01.2022 With our many financial regulators (RBA, ACCC, ASIC, APRA) all striving to protect different aspects of our financial transactions, and a federal election looming next year with promises from all sides that only they can manage the up-coming post Royal Commission forward, the group tasked with regulating all our financial institutions - The Council of Financial Regulators have their work cut out for them - times like these really need access to someone who can interpret what this all means for you. Read on: https://buff.ly/2CilFOm. #finance #financialadvice

19.01.2022 Aside from post-Royal Commission fallout, whats going to have a greater affect in 2019 on everyone with a bank account - Open Banking. Basically from July next year, the banks have to share the information they hold about our money with our trusted sources. Expect to see lots of applications pop up promising to better serve our unique needs based upon our unique habits. Not all sources can be trusted, nor can all applications be helpful. Advisers are going to be needed mor...e than ever. Read on: https://buff.ly/2EzzqdZ. #banking #money

18.01.2022 Waiting for banks to fix themselves might just feel like an eternity - but we can all help get it started. Ensure your conversations with any financial adviser, focus on your wants/needs, are transparent, and provide the value over sales. Read on: https://buff.ly/2QAy1ds. #financialadvice #value #seekingcertainty

17.01.2022 Life can be a lot more enjoyable with a stash of cash to spend on whatever you choose to, when you want. Read on: https://buff.ly/2CZ6jia. #lifehacks #money

17.01.2022 Potentially helpful Infographic if you're trying to get your head around JobKeeper 2.0 https://buff.ly/2X5PHi6

16.01.2022 In a year of reputational wreckage for bank, the AFR awards a banker - Nicholas Moore, from Macquarie Bank as their Business Person of the Year - https://buff.ly/2SSYDTB. Whilst there is no doubt among bankers, Macquarie, has fared better than the others due in significant part to their lack of retail branches and large distribution base. But, potentially highlights that the rock-star status attributed by our media on those that make their money on other peoples money has deep roots. #banking #money

15.01.2022 Youve got more to do than could possibly get done with your current work style. Youve prioritised. Youve planned. Youve delegated. The next step is increasing your efficiency so you can spend less time & still do a good job. Read on: https://buff.ly/2FfjwWz. #work #planning

14.01.2022 Research confirms more of us want to see financial advice separated from financial products Read on: https://buff.ly/2ROKwxT. #Trust #personalfinance

14.01.2022 The recent Royal Commission has brought focus to the financial literacy of everyday Australians. A a good thing as its estimated that less than half of the population has a basic knowledge of finance and how it works. Take this quiz to see how you stack up... Read on: https://buff.ly/2S4dee6. #finance #financialliteracy

14.01.2022 Some recommended reading for your Christmas break - the "Secrets of our Success" by Joe Henrich - less about success as weve come to know it in everyday headlines and more about the humble evolution of individual, social and cultural learning - a great thought-provider - heres a precis economist John Kay - https://buff.ly/2SV4Iii. #success #finance

12.01.2022 Wondering how a CFP professional can help? Heres a 15 video.... https://www.youtube.com/watch?v=IAoTJM5ZW-Y

12.01.2022 FPA research has found that depletion of savings, job insecurity and retirement / erosion of super were Australia’s top 3 financial concerns during #COVID19. If this is something you struggle with too, why not speak to a #financialplanner about setting up a plan for your financial future Head to Money & Life for more info: https://hubs.la/H0yTT1W0

11.01.2022 Its common for people to think composing a wills straightfordward but most miss taking into account the scope of assets & their different structures. Anna Hacker offers her top tips to creating your will that ensures your estate is set to your wishes. Read on: https://buff.ly/2QqCQpM. #will #estate

10.01.2022 Online credit card fraud in Australia is rising at a staggering rate. With a few simple measures learn how you can better protect yourself and your money. Read on: https://buff.ly/2SApIiZ. #fraud #money

10.01.2022 True financial advice does not focus on product or plan, but instead on the relationship, the process and the value. Read on: https://buff.ly/2RUn2bq. #communication #financialadvice

09.01.2022 A great thinker and economist - John Kay - warning his British readers to take as much responsibility they can regarding their own long term savings to avoid near-certain constraints on their retirement lifestyles. The story is similar here too in Australia, we will live longer but thought is required if we are to live better. Read on: https://buff.ly/2PAWBu2. #savings #retirement

08.01.2022 Money talk is one of our biggest taboos in Australia. But if we cant be open about it, how will our kids learn to thrive in the invisible money age? Find out more about the potential benefits of opening up about money - for you and your kids. Read on: https://buff.ly/2W8g45e. #money #financialeduation

08.01.2022 Theres no universal route to financial security in retirement, but there are common steps in the journey. One way to start is with a financial life plan. Read on: https://buff.ly/2R4XOFY. #financialplanning #money #retirement

06.01.2022 Planning is bringing the future into the present so that you can do something about it now.

06.01.2022 Deciding everything from which pair of socks to wear to which candidate to hire is cumulatively exhausting. Read on: https://buff.ly/2r81Q5X. #success #productivity

05.01.2022 The simple things in life are often the hardest. Read on: https://buff.ly/2M4o0SE. #communication

04.01.2022 2019 will be a turbulent year for financial services. Here the governments economic adviser - the Productivity Commission - has added to the momentum already built by last years Royal Commission headlines. Knowing we have a national election in a few months, expect much more confusing rhetoric, debate and promises from politicians, financial institutions and regulators. One thing is certain - how we all buy financial services will change.... Read on: https://buff.ly/2CrxArS. #financialservices #RC

04.01.2022 Your life does not get better by chance, it gets better by change.

04.01.2022 Good news doesnt often make the headlines, so when it does, its news in itself. As this piece nicely highlights there is clear global certainty about real significant progress is being made in numbers escaping poverty, in infant survival rates and access to cleaner waters.. Its important to get the facts, not just the headlines. ... Read on: https://buff.ly/2FtXu2m. #news #facts

04.01.2022 The dilemma facing many of us at the moment is this: to buy or not to buy? The costs of buying a house are huge, but so are the costs of a lifetime of renting. So which is right for you? Read on: https://buff.ly/2S0QYSg. #homebuying #personalfinance

03.01.2022 Who am I? My strategies can minimise tax, but I am not an Accountant, I understand some law, but I am not a Lawyer, I consider your feelings and behaviours, but I am not a Counsellor, I can build and restore things, but I am not a Builder, I can draw up a plan but I am not an Architect... I educate you but I am not a Teacher, I can diagnose but I am not a Doctor, I can protect your best interests but I am not a Policeman/woman.... I can take you to a destination but I am not a Airline Pilot, I can interview and share news but I am not a Reporter, I can safely sail you through rough waters but I am not a Captain or even a Lighthouse... I can put out fires and rescue but I am not a Fireman, I can understand volatility but I am not a Seismograph, I can plan for stormy weather but I am not a Meteorologist, I fix a leak but I am not a Plumber, I turn on lights but I am not an Electrician, I can make something that fits you well, but I am not a Tailor, I can fill a prescription but I am not a Chemist, I can fill gaps but I am not a Dentist. I can dig for clues but I am not a Detective nor a Miner. I can print a lot, but I am not a Printer. You can find me at University but I am not a Lecturer, I listen to confessions and can preach but I am not a Priest. I can help you fund retirement but I am not Centrelink. I sell certainty, but I am not just a salesperson... I hunt and have my pride, but I am not a Lion or Lioness... Most of all I can give you what you want (if youre good..), but I am not Santa Claus. Or am I? by Andrew Lane, 2019 (with thanks)

03.01.2022 Beliefs are like road signs that point you in the right direction. The right direction always supports the belief. However, its important to learn how to overcome limiting those beliefs when they are negative because theyll drag you down. Heres how https://buff.ly/2CiDugd.

03.01.2022 Investment principle: Let markets work for you Financial markets have rewarded long-term investors. People expect a positive return on the capital they supply. Historically, equity and bond markets have provided growth of wealth that has more than offset inflation.

02.01.2022 While pressure from the broader community as well as the Hayne royal commission to push the big banks & AMP into putting an end to grandfathered commissions, a high percentage of the wider advice community are reluctant to follow through. Read on: https://buff.ly/2B7rs7A. #financialadvice

01.01.2022 "Financial advice isnt just for people with wealth. Whether youve set your sights on owning a home or retiring early, advice from a financial planner can help you make it happen." Read on: https://buff.ly/2WOgHRt. #financialadvice #wealth

01.01.2022 Older workers are participating more, even despite ageism being rampant amongst recruiters it seems (read comments). Were living longer, working longer and trying to get jobs longer - with the gig economy model growing, its seems a shift for the better for those wanting to work. Read on: https://buff.ly/2RpS0Hg. #work #money