The Money Study | Interest
The Money Study
Reviews
to load big map
24.01.2022 Anyone who tried to book for my PSS workshop on Feb 26th but found it booked out I have now booked a larger room, so more spots are now available. PSS Defined Benefit Superannuation Workshop This is for the PSS defined benefits scheme only please do not register if you are in the newer PSSap scheme.... This is not simply a seminar to explain the rules of the PSS. This is a workshop to enable you to fully understand: What your current PSS benefits are What would extra contributions do? Should you pay down your mortgage or contribute more to the PSS? What effect would working Part Time have? When can I actually leave? What will my net take home income be in retirement at the various age brackets? You will receive a worksheet to assist you with this calculation What would go to my children if I die early? Lump Sum verses the pension, it is not always straight forward What can I expect if I get offered a redundancy? Long Service leave, Resignation, Preservation, Invalidity and Marriage Split You will leave the session with all the tools to be able to regularly update your situation without having to refer to the iEstimator. This is a two and a half hour evening session with time for all questions. Where: Quality Hotel, 65 Dickson Place (behind Dickson Tradies Club) ACT When: 7pm Wednesday 26th February 2020 Cost: $90.00 If you live interstate, overseas or cannot make it on 26th Feb I am running an online webinar version of this workshop at 7pm on Wednesday 4th March: To book visit my website www.themoneystudy.com.au
21.01.2022 Merry Christmas everyone and a huge thank you for your tremendous support and feedback throughout the year. I wish you the best for the season and hope the next year (and decade!) brings you all good health, fun and prosperity,
20.01.2022 New webinar kicking off this Wednesday night!
19.01.2022 I cant believe its February already the year is flying by! I have been busy making changes to the website and making it more relevant to the way the business now runs compared to how I imagined it over three years ago. I thank those people who responded to my recent survey about suggested topics for new courses and from the results I have started to create a new range of seminars. I have already scheduled the following courses and bookings can be made via my website: www.the...moneystudy.com.au PSS Defined Benefits workshop - Feb 26th Superannuation - The Accumulation Phase - March 26th Active Wealth Course - March 28th and 29th Superannuation - Transition and Retirement Phase - Apr 1st GenY/Millennials Finance Course - April 7th There are more in the pipeline as I find time to put them together. Hopefully these will also become available as recordings on the website
17.01.2022 I have been inundated with questions from clients whether to move to Cash or something more conservative with what is going on with the markets. This is always a difficult decision AFTER a fall has started, Is the drop nearly at an end or is there much further to fall? Someone stole my crystal ball so I don't have the perfect answer for you. I have been taking a very conservative stance for quite awhile now as the markets indeed seemed to be extended and I was expecting some... form of pullback to occur. A fortnight ago I placed some short positions (making money as the market falls), my signals were expecting a quick drop but I must admit I certainly was not expecting the severity of the fall in such a short time frame! Having the skills to move in both directions meant I was smiling while most people were panicking. I am sorry I am so booked out for those people concerned and worried about what to do. I am currently in the process of setting up facilities for me to assist without it having to be a face to face meeting. A whole new level of service hopefully. I will keep you posted.
17.01.2022 Active Wealth Course Do you know how to make money if the market is falling? This is a two day course held over the weekend of 28th/29th of March. I outline strategies to benefit from buying and selling shares whether the market is going up, down or sideways.... Keep track of an existing portfolio, or create a new one Understand online platforms, placing trades, orders and stops Understand the risks first before worrying about the rewards Use technical analysis to understand the direction of the markets Diversify with short term investments as well as long Buying is easy but when do you sell? Cost is $550 for the two days and will be held at the Dickson Tradies Club, Badham Street Dickson ACT. Need more info? Then email me, Malcolm Tew at: [email protected] To book a seat, book here: https://www.trybooking.com/BIJUP
15.01.2022 Great news! I have finally found someone to help me with all the one on one appointments. Welcome James Smith. James is an experienced finance professional who has worked for some of Australia's most recognised financial institutions including as a senior financial adviser for the Commonwealth Superannuation Corporation (CSC) specialising in defined benefit financial advice. Holding a Masters of financial planning and a wealth of knowledge in areas such as retirement planning..., cash flow management as well as a deep understanding of the PSS and CSS James is well placed to provide you with the education and coaching you require. James has an easy going, friendly nature and the ability to explain complex information in a straightforward and easy to understand way and a damn nice guy as well! He is only working alternative Saturdays immediately but will expand his days next year. You can book him via the booking link on the homepage of the website Yay!!!!
10.01.2022 I added James to the online calendar a week ago, he is already booked out until September!
10.01.2022 Would you like an evening appointment? James is offering hour appointments each evening between 6pm and 9pm. These appointments would need to be online or via the phone however so James can sit at home in his slippers!! Hopefully this might help a bit with our very busy day calendars. I am currently booked out until late March 2021 and James until early December!
09.01.2022 Its on again! The Gen Y and Millennials Finance Course What have the Baby Boomers done to your finances?... The value of being financially savvy now Superannuation - Who cares? Surely the rules will change?! Insurances - Do you need them? Purchasing a property, renting or travel instead? Investing now to retire early or enjoy life along the way Credit and Debt Relationships and money Tax, accountants and advisors This is a 4 hour course split over 2 nights, the 7th and 28th of April in Canberra. The cost is only $150. This could be a great investment for you or a valuable gift to your adult children. Book via my website or via this link: https://www.trybooking.com/BIIEG
07.01.2022 TWO NEW SEMINARS by Mal Tew The results from my recent survey to clients indicated that there was interest in seminars on general superannuation outside of the defined benefits schemes and hence I have scheduled two new seminars: 1. Superannuation - The Accumulation Phase... 2. Superannuation - The Transition and Retirement Phase Here are the details: Superannuation The Accumulation Phase This is a seminar for those interested in utilising super to build their wealth for retirement. This is NOT a defined benefits specific seminar but a general superannuation seminar for accumulation funds like PSSap, Australian Super, Hostplus, State Plus and general industry or retail funds. It covers all aspects of the accumulation phase and will cover topics like: Why use superannuation and is it appropriate for me? Contributing before and after tax Salary sacrifice and tax deductions Access to your super Preservation age Your investment decisions - Risk and reward Accumulated Phase Value and Div 293 issues Spouse contributions Spouse transfers Lost super and consolidation Insurances within Super, do you need them? Co contributions Is a Self-Managed Super Fund (SMSF)appropriate for me? Questions and answers This seminar will be held at the Quality Hotel in Dickson at 7pm on March 26th and will cost $90 single ticket, $140 for a couple Superannuation - Transition and Retirement Phase This is a seminar for those closing in on retirement or perhaps who are already there. It looks at strategies to assist a smooth transition and options to create an appropriate income for your retirement. This is NOT a defined benefits specific seminar but a general retirement seminar for accumulation funds like PSSap, Australian Super, Hostplus and State Plus It will cover topics like: Having a retirement plan How much have you got and how much will you need? Income streams Annuities and Account Based Pensions How long will your money last? Transfer Balance Caps Pensions or lump sums? When could/should I retire? Centrelink Payments and Eligibility Investment options in retirement Transition to Retirement strategy Reverse Mortgages This seminar will be held at the Quality Hotel in Dickson at 7pm on April 1st and will cost $90 single ticket, $140 for a couple You can book for either or both seminars via my website www.themoneystudy.com.au and also check out the other current courses and seminars available
06.01.2022 Workshops available now! From the comfort of your own home, 5 are currently available for a variety of people and situations... Click the link to find out more.
03.01.2022 I have added a new course to my list of topics: Investing in Gold Format: live online webinar... 7PM - SEPTEMBER 30 The gold price is currently seeing a huge surge and gaining a lot of news coverage. Is it the right time to consider owning the precious metal? Why buy gold? Is it a good investment? How do you buy it and where do you store it? Should I buy gold companies instead? What about Gold ETFs? Is it best to buy bullion or coins? Should I consider silver as well? Have your questions answered during this live webinar Price $55
