Miller Leese Financial Services in Jamestown, South Australia | Financial planner

Miller Leese Financial Services

Locality: Jamestown, South Australia

Phone: +61 8 8664 1036

Address: 14 Ayr Street 5491 Jamestown, SA, Australia

Website: http://millerleesefs.com.au

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• Financial service
• Financial planner

25.01.2022 David Leese is a Certified Financial Planner and can help with your retirement planning needs. We listen to our clients and provide appropriate advice that suits there needs and concerns.

24.01.2022 Its about 6 weeks until the end of financial year? A good article to start thinking about your options. Well get further communication out to our clients. If you are not a client and would like a copy please let us know?

24.01.2022 In this new climate that we face with COVID-19, Miller Leese Financial Services number one priority is the health and well being of our clients, staff and the community. Miller Leese Financial Services continue to be fully operational and can support all clients (including new clients) on an ongoing basis. We are monitoring the evolving COVID-19 situation daily and in order to protect our clients and staff the following measures have been put into place as of today:... Face to Face meetings will be avoided wherever possible & if necessary will be by prior appointment only. Moving forward we will continue to keep in contact with you by email and phone and will continue to be available for any services you may require. Please do not hesitate to contact us should you have any concerns. We thank you for your cooperation during this challenging time. David and Rochelle Leese Miller Leese Financial Services

23.01.2022 Click on the link. This is a good commonsense article https://www.abc.net.au//coronavirus-fears-stock-m/12046096

21.01.2022 April major index movements: MSCI World ex Australia Index +3.62% S&P/ASX 200 Accumulation Index +8.78%... S&P 500 Index +5.52% CSI 300 Index -0.19% Bloomberg AusBond Composite 0+ Yr Index -0.07% FTSE Developed Core Infrastructure 50/50 Hedged into AUD Index +7.07% FTSE EPRA Nareit Developed ex Australia Rental Index AUD Hedged +5.74% Gold bullion price ended the month at US$1,702.75 per ounce NYSE Arca Gold Miners Index AUD +29.61%

21.01.2022 A good explanation of US markets

21.01.2022 Please remember this is an announcement and a proposal from Labor.

20.01.2022 If it sounds to good??

20.01.2022 An interesting read, which explains the disconnect between markets and life. At times this occurs which leaves you scratching your head and asking why?

19.01.2022 Not much in regards to superannuation in the budget. Hes a few positive proposals.

19.01.2022 Here is an explanation to the recent letter sent out. Were in the process of contacting our clients to ensure attached insurance cover within super is suitable to needs. If you have any questions please dont hesitate in contacting us.

19.01.2022 SMSF can be great vehicles to house retirement savings. But be careful there are many schemes out there that dont meet the Sole Purpose Test. Contact us if you have any questions?

18.01.2022 This is rule number 1 to investing. Compounding is powerful. Rule number 2 is "time in not timing"

18.01.2022 One of the best principals to investing

18.01.2022 If you need any help please contact us?

17.01.2022 For those that have accessed their super funds, it was important to have met eligibility, for those that havent there are now proposed fines.

16.01.2022 Back to some basic, they do work!!

16.01.2022 An interesting read in the lead up to an election.

16.01.2022 Some certainty amongst the uncertainty Given the recent market movements that in some cases are quite difficult to rationalise, we felt it was important to circulate a note and some thoughts around current developments. What we do know:... 1. The market sell down has been significant and quick in a historical context its the 3rd biggest decline since 1988 2. Official correction has already occurred (over -20%) since the February high (at the time of writing) 3. The indiscriminate selling indicates fear and uncertainty rather than fundamentals 4. Business models have not been irreparably destroyed 5. Monetary Policy rate cuts have already occurred 6. Fiscal Stimulus in place or coming globally 7. S&P/ASX 200 still above Dec 2018 levels 8. Bond yields and cash rate very low unattractive investment alternatives 9. Early indications are that China is heading back to work and the rate of new coronavirus infections is decreasing 10. Potentially USA case numbers will increase dramatically in absolute terms fuelling further media attention What we do not know: 1. The extent of the decline in economic activity and the duration of any downturn it is however a temporary setback and not a terminal blow to global growth 2. When vaccines and anti-viral drugs will be widely available but they will be at some point As always markets will return to normal and long term averages (both the ups and downs) will continue. For our clients we are continuously reviewing and monitoring events.

11.01.2022 Some commonsense.

11.01.2022 An interesting article I came across. Wind turbines are quire popular in our area.

10.01.2022 An interesting article to get you thinking.

10.01.2022 An interesting article - how guilty are you?

10.01.2022 A nice article! What are you fears? Our advice is not always financial, we have good ears to listen to your needs and concerns to find the right path to move forward.

08.01.2022 It is extraordinary times. Our retired clients are safe knowing they are invested in a structure of investments that provide for the short, medium and long terms. To us, structure is more important than actual investment options.... For our accumulator clients, we continue to look for opportunities to build on your investments (super and personal). Stay safe and were here if you need us.

08.01.2022 There are many changes and you might be getting many letters from your super provider. If you need help please contact us?

03.01.2022 An interesting article. We all want good returns on our investments, but are we expecting too much? 10.9% seems high? However if we break this down, share dividends are quite consistent at 4%, so we are looking for 6% growth? Is this achievable? Over the longer term, we think its on the higher side. We expect -... Defensive Portfolios 4% Moderate Portfolios 6% Balanced Portfolios 8% Growth Portfolios 10% The other important part of this article is the many advisers leaving the industry due to the recent changes leaving many clients unadvised. Our advice and consultation is very important to ensure your outcomes are achievable.

02.01.2022 Wishing everyone a very Merry Christmas and Happy and Safe New Year, may 2019 be everything you want it to be. The office will be closed from Friday the 21st and will re open on 2nd January, we will check our emails regularly so if it is urgent please either email or leave a phone message.... Hope you all enjoy the festive season.

01.01.2022 Some food for thought??!!