The Financial Adviser in Sydney, Australia | Local service

The Financial Adviser

Locality: Sydney, Australia

Phone: +61 1300 924 644

Address: 99 Macquarie St 2000 Sydney, NSW, Australia

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

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• Local service
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• Financial planner
• Financial consultant

25.01.2022 One of the most important things in life is ensuring that your family is protected no matter what. Our Infocus Family Protection Plan can help you work out the right amount of insurance needed to ensure your family is secure no matter what. #FamilyProtection #Insurance #FinancialSecurity #FinancialPlanning #FinancialGoals

23.01.2022 Why You Shouldnt Pay Off Your Home Loan

22.01.2022 Wouldnt it be wonderful if there was a simple trick or magic formula that ensured you never had to worry about money or manage your personal finances ever again? #personalfinance #moneymanagement #investing #financialplanner #financialadvice

22.01.2022 8 STEPS TO PAID PARENTAL LEAVE Parents are eligible to 18 weeks of paid parental leave following the birth/adoption of their baby. A lot of them, however, are not too clear on how the process works. Heres a quick guide! #PaidParentingLeave #ExpectingMom #ExpectingDad #ExpectingABaby #Expecting

22.01.2022 Sound investing is important, but not at the cost of ignoring essential cashflow management. Those who simply earn income and pay bills are not engaged in the process of cashflow management. Theyre being passive ... theyre surviving. #financialplanner #financialadvice #finance

22.01.2022 Up and coming reporter, Annabelle Dickson from The Rub, investigates the shift, by investors, to International ETFs. Well done Annabelle and thanks for giving me an opportunity to share my thoughts in this article. #etf #investors #financialplanner #investing #financialadvice... https://therub.com.au//investors-shift-their-focus-to-ove/

19.01.2022 As most of us are aware, the market is cyclic and goes through periods of downturns and recoveries. However, it is important to not let your emotions get the better of you during the low periods and to instead stick to your investment philosophy. Heres a look at the market cycle over the last century. #FinancialPlanning #FinancialMarkets #FinancialSecurity #InvestmentPhilosophy #InvestBetter

18.01.2022 The Pay Yourself First principle is the most underappreciated financial lesson, and yet, the results it generates are mind blowing. Its impact is so significant that people like Warren Buffet and Albert Einstein have been quoted referring to its power and our superannuation system has been built on it. Here we deep dive into the principle and how to apply it to your everyday life.... #financialplanning #financialadvice

17.01.2022 Thanks to Joshua Nissenbaum from #Vanguard for taking the time to give us an update on Vanguards investment philosophy and the benefits it can provide to our clients. Great session.

16.01.2022 In memory of those who sacrificed their lives so that we can enjoy ours #LestWeForget

16.01.2022 Ever wondered how much money you need to save to make a million dollars? The answer depends on how early you start. Thankfully, you can still have a positive impact on your financial future even if you start later in life but if youre 60 years old and just beginning to think about financial freedom, you have a lot of work to do. If youre 20 however, you have an extra forty years to set yourself up for financial success. This extra time makes a significant difference!

16.01.2022 A great article written by Annabelle Dickson. Very well researched. I am grateful to have been quoted on a topic I am very passionate about. #financialplanner #finance #financialadvice

14.01.2022 Most of the market volatility in recent times has been due to fears of an impending recession in the US, in Australia, in Europe. Lets put this nervousness in context. https://lnkd.in/gCd3feu

12.01.2022 For the second straight month, major stock markets around the world made impressive gains. While some express the opinion that this rate of growth is unsustainable, we are of the opinion that nearly all of these recent gains just take us back to September before the US Federal Reserve (the Fed) chair made comments that sent markets into a tailspin. #stockmarket #financialplanner #investing #investmentportfolio #financialadvice #finance

12.01.2022 Within this months update, we share with you a snapshot of economic occurrences both nationally and from around the globe.

12.01.2022 Have you eaten all your easter eggs or have you saved some for your nest egg? If not, maybe its time to speak with a financial planner. Happy Easter

12.01.2022 The amount of money you are able to contribute to super has tightened in the last 10 years and, with a change of government expected this year, your ability to contribute to super is likely to get squeezed further. So, what alternative exists other than superannuation?

12.01.2022 In October 2008, the market hit rock bottom. Many investors panicked and sold, locking-in their losses. How do you think their investments performed? #investing #financialplanner #financialadvice #investmentportfolio #investors #investmentperformance

09.01.2022 Investment managers regularly provide us with their views on economic conditions and a wide range of other topics. Here are some views from their recent quarterly reports that may interest you. #financialadviser #financialplanner #financialadvice #investment #economic

09.01.2022 If Labor were to win the next election, how would it change the way you manage your finances? In this article, we have provided a summary of policy announcements made by the Opposition giving you the opportunity to determine what this means for your financial future and how it impacts your financial plans today. #financialplanning #finance #elections #financialadvice #financialplanner

08.01.2022 We reported last month that we had the Australian and US stocks markets as being meaningfully under-valued. Well they are much less so now after a very strong rally during January. #economicupdate #financialplanner #financialadvice

07.01.2022 What Is Financial Planning? At its simplest, Financial Planning helps you understand how the financial decisions you make impact your life.

07.01.2022 The graph below shows the best and worst 1-year returns of 5 different investment portfolios for the 15 years ending 28 Feb 2018.

07.01.2022 Unfortunately I see this way too often and its a sad situation to be in. https://www.abc.net.au//more-australians-are-reti/10960838

07.01.2022 Sad reading articles about families fighting over the estate of parents and grandparents. So unnecessary when they can create their own financial fortune with a good financial plan. #financialadvice #financialadviser #financialplanner

06.01.2022 Within this month’s update, we share with you a snapshot of economic occurrences both nationally and from around the globe.

06.01.2022 Whats going to happen to interest rates? Any Australian with a mortgage would be dreading the day the RBA finally decided to raise interest rates, which has stalled at an al time low of 1.50% since August 2016. Thats until RBA governor Philip Lowe have us all an early Valentines Day gift, by revealing that they were seriously considering decreasing rates instead. Imagine a cash rate reduced to 1.25% or even 1.00%! Thats much sweeter than a bouquet or fresh roses.... Its great that your home will cost less to live in, but why is this happening? i) Household consumption is low. People arent spending because wages growth is still minimal. Also, the downturn of the property market has reduced perceived wealth & made spenders more cautious. ii) High levels of debt & increasing future uncertainty have left some unprepared Aussie families vulnerable to any form of market volatility. Good news for home loan owners. Bad news for the general economy. Either way, the key is to keep informed & be prepared for whats around the corner. More specifically, lower rates may give you leverage to negotiate & refinance a cheaper loan. Furthermore, reduced consumer spending suggests household should prioritise a savings fund for the short-term. Opportunities can always pop-up from anywhere. To know more about how to find them, Ask the Financial Advisor. Article: https://www.theguardian.com//rba-says-it-could-cut-interes

05.01.2022 Its an election year and Im afraid.

03.01.2022 I thought I would share this letter that a client recently received from their lender. 6 months ago this client approached their lender for a discount on their home loan rate. That discount was eventually approved only for them to receive TWO letters from their lender to to increase the interest rate - the last letter being received in Jan 2019. To put it into context, the last time the RBA increased interest rate was back in 2010.... Next time someone says that interest rates wont go up for 2 years, refer to this letter and tell them interest rates are already rising. What are your thoughts?

03.01.2022 Will this budget be enough to win the coalition the next election? Share your thoughts

02.01.2022 Happy Orthodox Easter to all those who follow the Orthodox faith. Happy Easter

02.01.2022 If youve been putting off writing your financial plan, youre not alone. Writing a financial plan can seem like a daunting task, and lots of very smart people avoid it for this reason. But it doesnt have to be, and it can be as easy as starting with just one page.

02.01.2022 While many of us devote most of our time to devising a strategy to avoid queues at the polling booth, now might be a good time to deep dive in a few of the key policies being promoted in this election. #financialadviser #financialplanning #financialplanner #finance #financialadvice

01.01.2022 Lets face it, with interest rates so low, no one is going to get rich investing their money in term deposit. But, have term deposits ever been a worthwhile investment? #investments #investing #financialplanner #stockmarket #financialadvice #finance #investmentportfolio #investors #termdeposits

01.01.2022 Nice to catch up with Dylan Tomkins from #Centuria, spent some time talking about the virtues of Investment Bonds. To learn more about investment bonds, read our recently published article... https://bit.ly/2IzkWMr