What does Female Excellence look like in 2012? Like this…#3

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Excellence in advice is more than just providing quality advice, it’s about going over and beyond your call of duty to provide the support and living tools people need – often to survive. For female excellence in advice, the role doesn’t end as the client walks out the door, it’s an ongoing relationship of advice, […]

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Insurance Schmexperts

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Just as it seemed the life of a financial adviser would return to mind-numbing dullness after the FoFA brouhaha, the Experts Schmexperts have re-appeared with more great ideas.  What a relief! I was concerned that I would not have anything more to worry about other than focus on my clients, helping them to navigate the […]

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Budget on track despite record monthly shortfall

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The federal budget was in deficit by $43.7 billion in 2011/12 or 3.0 per cent of GDP. At the time of the May 2012 budget the government projected a deficit of $44.4 billion. Government handouts to families and seniors contributed to a record monthly budget deficit of $14.4 billion in June. Receipts from the goods […]

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Premium Wealth Management secures new advice firm

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Platinum Wealth Management has become the latest financial advice practice to join Premium Wealth Management 23 practice-strong dealer network.  Platinum’s group of companies has been in operation for almost 12 years, recently adding wealth management to its suite of client services.  Premium CEO, Paul Harding-Davis, said Premium wasvery pleased to expand its Queensland reach and […]

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AMP Future2 Wheel Classic – mission accomplished!

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The final leg of the AMP Future2 Wheel Classic, a nine day 1200km cycle ride from Sydney to Melbourne was completed on the steps of State Parliament House in Melbourne Sunday afternoon 23 September.   Nineteen cyclists –  out of the 40 who have taken part in the $100,000 fundraising marathon – were greeted by David […]

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The US election and the markets

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The US election is becoming one of the next key considerations for equity investors. Ironically, the state of the American economy and stock market could influence the election outcome. In the past, the lower the level of inflation and the higher the level of economic growth, the greater the incumbent’s share of the votes has […]

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What does Female Excellence look like in 2012? Like this…#2

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Excellence in advice is more than just providing quality advice, it’s about going over and beyond your call of duty to provide the support and living tools people need – often to survive. For female excellence in advice, the role doesn’t end as the client walks out the door, it’s an ongoing relationship of advice, […]

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Oliver’s Insights – 3 steps forward, 2 steps back – but Euro-zone risks are receding

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The risk of a break up in the Euro-zone peaked in May, and has been declining since as European leaders have opted for “more Europe” and the ECB has committed to do whatever it takes to ensure the euro is irreversible. The Euro-zone debt crisis is a long way from over, and it will be […]

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Zenith 2012 International Shares Sector Review

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Developed and emerging markets are continuing to merge, according to Zenith Investment Partners 2012 International Shares sector review. Where a company is domiciled is no longer such a focus for global equity managers. Bronwen Moncrieff, Senior Investment Analyst at Zenith said “Barriers that may once have existed and encouraged the separation between developed and emerging […]

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Weekly economic & market update

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Global monetary easing continued over the past week with the Reserve Bank of India cutting banks’ required cash ratios and the Bank of Japan increasing the size of its quantitative easing program and extending it by six months till the end of 2013. The Reserve Bank of India’s easing may in part be a response […]

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