Easy ways to improve your home
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You don’t need millions to give a house a new lease on life – little things can make a big difference.
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News From Wynyard Park Private Wealth
General Advice Disclaimer
This material is provided for information only. No account has been taken of the objectives, financial situation, or needs of any particular person. Accordingly, investors should, before acting on the information provided, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation, and needs.
APRA’s needle just popped the housing bubble
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It is said that a bubble is just a bull market that you’re not in. A pithy one liner that neatly captures the fine line between good fundamentals and overvalued assets.
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End of financial year strategies
/June 30 is fast approaching but there’s still time to consider the strategies available to you to build your wealth.
Read MoreRaising financially savvy kids
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If you want your children to grow up making sensible financial decisions, it pays to start early. Guiding your children through the basics of saving, budgeting and spending from a young age will help them to develop good habits for life.
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The case for industrial shares
/The first question most people ask about investing in industrial shares is: why limit yourself to industrial shares in a country like Australia, one of the world’s great resource producers?
Read MoreTrust your strategic plan but keep some powder dry
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Oliver Cromwell, in the opening battle of the English civil war in 1642, is reported to have told his Roundhead troops, “Put your trust in God, my boys, but keep your powder dry.” Or in today’s common application, “Keep calm and take precautions so you can ‘let rip’ when the opportunity presents itself.”
Read MoreLearning the (investment) lessons from history
/“History, is just one damned thing after another” said one sceptic. For investors, it’s something else altogether. Studying history is a great way to learn to be a successful investor – and so improve your lifestyle.
Read MoreWhy having a proper estate plan is so important
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Your Will is a legal document that sets out directions for the administration and disposal of your assets after death. While most people are familiar with the concept of a Will, many are surprised to learn that a Will cannot automatically control the distribution of their interests in companies, trusts and other structures.
Read MoreProperty and diversified portfolio
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Diversification is the standard tactic employed to reduce the total risk of your investment portfolio. By spreading your investment risk across different asset classes, geographic markets, time periods, fund managers and shares, losses should be isolated to independent asset classes and ideally, can be offset by gains on other assets.
Read MoreMaking sense of the fixed income landscape
/Fixed income in a portfolio can provide liquidity, regular income and diversify away from risk in shares. Essentially, fixed income assets should provide some certainty and predictability, which can be the defensive anchor of a portfolio.
Read MoreGetting financially prepared to start a family
/Having a baby is a wonderful experience, but are you financially ready for it?
Read MoreIgnore life’s trigger events at your peril
/You may have a well-constructed estate plan delivering the outcomes that you want regarding your wealth after death. When established, your estate plan may pass the fundamental test which is: “will this plan ensure that the right amount will be paid to the right person at the right time?”
Read MoreGive your bonus a boost this year
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For some employees, the New Year marks the end of their company’s 2015 employee performance period and possibly a bonus payment. If you are fortunate enough to have an employer bonus payment to look forward to, you may have some tax savings options up your sleeve.
Read MoreChanges to the age pension rules - will you be affected?
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From 1 January 2017 Government changes to the age pension are likely to reduce pensioner entitlements. It’s important that you understand how the changes could affect you.
Read MoreWhy franking credits are important for retirees
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Many of you will have seen the term franking credit appear on your share dividend statements, but what does a franking credit actually mean and how you can benefit?
Read MoreFour tips on what to do with a windfall
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We’ve all had those ‘what if’ moments, where thinking big gives us a rush of adrenaline. But seriously, before you rush off on that long dreamed of holiday, what should you do if you were lucky enough to land a windfall? Here are four practical options to consider:
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