WEALTH & HEALTH
Wealth & Health Newsletter - Summer 2011 Edition
2011 has been a volatile year for investment markets and has dominated our media, with the crisis in Europe rarely off the front page. In this edition of our newsletter we look at some of the predicted long term trends we are likely to see over coming years as a result of global influences.
We also introduce you to Adam Crabbe, who has recently joined our team as a Senior Financial Planner and feature an article he has written regarding the value of Insurance and the importance of understanding your cover and entitlements, and two or our valued clients share their personal experience.
Our recipe this edition is Festive Christmas Tarts – easy, delicious and sure to impress!
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Wealth & Health Newsletter - Spring 2011 Edition
October is a very important month in Australia. Breast Cancer Awareness Month or Pink Ribbon Day is a wonderful initative which we urge you to support. We have included some information on how you can easily take control of your future and protect yourself and your family.
Given recent market volatility, we thought it was a perfect time to share with you the experiences of one of our long term clients. Colin Coupland has been a client for many years and explains the value of the advice he has received and the reward of a secure and fulfilling retirement.
We also share some of the most common questions (and their answers) about SMSFs, and invite you to attend our SMSF Information Sessions to be held in November.
Finally, we feature a recipe from ‘Pink Ribbon Recipes’ (www.taste.com.au) a yummy, fresh, healthy and vibrant fruit salad.
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Wealth & Health Newsletter - Winter 2011 Edition
In this edition we are excited to announce the launch of WealthPartners Accounting Solutions.
This newsletter is also full of useful information and a checklist about your planning for the end of the financial year, the recent Federal budget, and the phenomenon of social media.
There can be no doubt about the impact of social media on our lives and we hope this article will help you better understand social media tools and how WealthPartners plans to engage social media going forward.
Finally, winter is the perfect time for delicious comfort food, and Amanda’s Double Self Saucing Chocolate.
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Wealth & Health Newsletter - Autumn 2011 Edition
In this edition we feature an article on Australia's fastest growing segment of the Superannuation industry, Self Managed Super Funds (SMSFs) - we look at the pros and cons and whether they are appropriate for you.
Men experience a host of health conditions which are largely preventable, however fail to have regular health checks. If this sounds like you then our Men's Health article is a must read.
Australians are living longer in retirement. Eva Bennett is an expert on how to live well in retirement and will be sharing her knowledge at a seminar on 4th May exclusively for WealthPartners clients.
Finally we are pleased to introducte Bill Rainger who has recently joined us as a Financial Planner and brings with him a great deal of knowledge and experience. His favourite recipe is also included and looks delicious!
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Wealth & Health Newsletter - Summer 2010/11 Edition
The Summer edition of Wealth & Health is now available.
In this edition we feature an article which highlights the differences between investing in shares and fixed interest. We also include some very useful information on the Paid Parental Leave Scheme which takes effect from 1 January 2011. Following the RBA's recent interest rate increase, we remind you to review your debt situation and ensure your debts remain affordable.
We are also very pleased to introduce two new team members Renee & Kunal, and back by popular demand is our staff recipe.
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Wealth & Health Newsletter - Spring 2010 Edition
The Spring edition of Wealth & Health is now available.
In this issue of Wealth and Health we feature an article on how to save money effectively. Our article demonstrates how with a little effort and discipline you can meet your savings goals. Since July 1 there has been much publicity about the Financial Planning Industry and fees paid. With this in mind we also feature an article which outlines how fees and charges are applied at WealthPartners. We have also included two articles which are relevant to those that have ever lived and worked in the UK. We include information on pensions, insurance schemes, tax considerations and the many other issues associated with crossing international borders. Finally, we bid farewell and pay tribute to our dear colleague Robert Yap and on a more positive note invite you to meet our newest team member Cary Laue.
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Wealth & Health Newsletter - Autumn 2010 Edition
The Autumn edition of Wealth & Health is now available.
In this issue of Wealth and Health, AMP Capital’s Shane Oliver discusses why Australia can yet again be called ‘The Lucky Country’. We also review the impact a rising Australian dollar has on your investments. Please also read our article on different types of debt and the strategies to employ so your debt is working hard to maximize your wealth generation opportunities.
Finally, we bid farewell to our longest serving staff member. Liz Berry is off to enjoy a well earned retirement.
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Wealth & Health Newsletter - Summer 2010 Edition
Welcome to the Summer edition of Wealth and Health!
When planning their estate, many people make a simple will and mistakenly believe this is sufficient to ensure their loved ones are looked after in the event of their death. Our article will make you think again! At this time of year more than any other, it is important to effectively manage your household budget. Learn some simple strategies from our cash flow article that will help you get through the tough times, flourish in the good times, and help you reach your financial goals sooner.
The Reserve Bank of Australia has announced an increase to official rates of 0.25%. Interest rates are still at historical lows but if you are concerned we encourage you to contact your adviser.
This newsletter also introduces our newest staff member Isabelle Zhang. Finally our recipe is a rice salad from our office manager Liz. It is the perfect accompaniment to a summer BBQ.
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Weath & Health Newsletter - Spring 2009 Edition
Welcome to the Spring Edition of Wealth & Health!
There are a multitude of factors to consider when building an investment portfolio to accumulate long term wealth. With this in mind, one of our planners, Anthony Williams, reviews some of the issues to consider when constructing your ‘ideal’ investment portfolio. You or someone you know may soon be affected by a change in legislation for the Commonwealth Seniors Health Card. The changes will affect eligibility for the card. As you know we sent out a summary of the major points in the budget at the time in was announced in May. We have summarised this further and included a great budget brief with the good news and the not so good news in a nutshell! Finally, Hayden Remnant our Practice Manager, and newest member of the team shares his Banana Bread recipe – a simple dish to share with friends over a cuppa.
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