Lowe Lippmann Trakman Financial Services in Melbourne, Victoria, Australia | Financial planner

Lowe Lippmann Trakman Financial Services

Locality: Melbourne, Victoria, Australia

Phone: +61 3 9525 3777

Address: Level 7, 616 St Kilda Road 3004 Melbourne, VIC, Australia

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

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• Financial consultant

18.01.2022 Diversification is more relevant than ever, with the Labor Party proposing to scale back the benefits of franking credits. A strategy which invests only in Australian Shares may not be the best option.

17.01.2022 Key Points * The 2018-19 budget contains a small welcome boost to households and keeps the budget on track for a surplus. * The main risk is that the revenue boost seen this year is not sustained & the budget continues to have relatively optimistic assumptions regarding revenue growth. * The impact on the RBA and shares is likely minimal.

16.01.2022 Managed Funds have a few advantages over Shares: 1. Outsource stockpicking to a professional 2. Can invest small amounts each month without paying brokerage 3. Easier to access overseas markets and other types of assets (infrastructure, commercial/retail property etc.)

14.01.2022 "There seems to be a common misconception that financial planners are investment specialists, first and foremost........a financial plan is also about other, more complex lifestyle goals such as making sure children are provided for or creating an opportunity to follow a new career path. Taking a holistic approach to your future needs is how a financial planner really adds value with their knowledge and advice."