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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Financial Planning for your family

Changing Your Financial Planner

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 [...]

By |2019-07-24T10:43:35+10:00April 10th, 2019|Financial Planning|
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The Emotion of Money

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? [...]

By |2019-07-24T10:45:05+10:00April 10th, 2019|Financial Planning, Investment Advice|
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The International Opportunity

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 [...]

By |2018-09-06T17:47:13+10:00September 6th, 2018|Financial Planning, Investment Advice|
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High Court brings Binding Financial Agreements into the spotlight

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 [...]

By |2017-11-14T20:19:13+10:00November 14th, 2017|Estate Planning, Financial Planning|
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Investment Strategies in Retirement

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 [...]

By |2017-11-10T11:48:41+10:00August 18th, 2017|Financial Planning|
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