At North Financial Planning we write a lot about Financial Planning and we offer a full suite of financial services to companies and individuals in a pleasant, friendly and professional business environment.
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Problems with your financial planner? It could just be a difference in personality or culture, or it could be the passing of time or even a geographic location. Bring these issues to their attention. Don't be shy. Make an appointment to discuss everything. Be very wary of the planner that has no time to [...]
For those that have never been used to money, it's possible there may be something in the subconscious holding us back from making more. It's almost as if money is a bad thing and getting more of it will be a terrible thing. Are these negative thoughts holding you back from getting more money? [...]
Before you can move to an aged care facility, you need to have an assessment for aged care by the Aged Care Assessment Team (ACAT). You can arrange this through your GP or hospital. After having your assessment, you then begin to approach aged care providers and discuss options. The results will indicate you [...]
Historically Australians have over invested in domestic equities at the expense of international equities. Many feeling comfortable with their investments being closer to home, in a company they can connect with and read about in local media. There being a feeling of greater understanding of the political environment and the domestic economy and the [...]
A surprising decision in the High Court involving binding financial agreements where 2 agreements were set aside by the court for various reasons. In Thorne v Kennedy, the deceased husband's legal personal representative (LPR) and his aggrieved surviving wife arrived in court on appeal with the widowed wife hoping to have the 2 agreements [...]
Along with all the decision-making about how to change to retirement status, it’s very important to think about how you should invest in retirement. So as you look ahead to retirement and create an income plan, you should also consider factoring in the following investment strategies. Strategy number 1: Beware of inflation With retirement [...]