WealthPartners FS

Home/Tag: WealthPartners FS

Q: Could you explain to me why there is such a large difference between the bid and offer price of shares at the beginning and end of a trading day?

Q: Could you explain to me why there is such [...]

By |2020-05-22T12:23:04+10:00May 15th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Could you explain to me why there is such a large difference between the bid and offer price of shares at the beginning and end of a trading day?

Q: I have received a notification from my Superannuation fund that the “buy sell” costs on my fund are rising. What is a “buy/sell” cost and why have they changed?

Q: I have received a notification from my Superannuation fund [...]

By |2020-05-15T15:18:50+10:00May 15th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I have received a notification from my Superannuation fund that the “buy sell” costs on my fund are rising. What is a “buy/sell” cost and why have they changed?

Q: Superannuation Salary sacrifice or Personal deductible contributions.  Under what circumstance is one better than the other?

Q:  I am employed full time and my employer allows [...]

By |2020-05-08T11:05:33+10:00May 8th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Superannuation Salary sacrifice or Personal deductible contributions.  Under what circumstance is one better than the other?

Q: Preservation rules for Superannuation. What are the tax consequences?

Q: I am 56 years old and recently made redundant.  [...]

By |2020-05-01T13:09:14+10:00May 1st, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Preservation rules for Superannuation. What are the tax consequences?

Q: Beyond the coronavirus support package, how do I access my Superannuation in the event of financial hardship?

Q: I am 42 and unemployed for 6 months.  If [...]

By |2020-05-15T15:18:59+10:00May 1st, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Beyond the coronavirus support package, how do I access my Superannuation in the event of financial hardship?

Q: Can you please explain to me why there is so much difference in the performance of Superannuation funds when I look at comparison tables?

Q: Can you please explain to me why there is [...]

By |2020-04-09T16:09:25+10:00April 9th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Can you please explain to me why there is so much difference in the performance of Superannuation funds when I look at comparison tables?

Q: I have my Superannuation invested with Hostplus in the Balanced option.  I am considering switching into a more conservative fund. Their website says I should seek advice. Thoughts?

Q: I have my Superannuation invested with Hostplus in the [...]

By |2020-04-09T16:08:37+10:00April 9th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I have my Superannuation invested with Hostplus in the Balanced option.  I am considering switching into a more conservative fund. Their website says I should seek advice. Thoughts?

Q: My wife and I need to update our Wills. What happens if I don’t have an Enduring Power of Attorney in place?

Q: My wife and I need to update our Wills, [...]

By |2020-01-21T10:49:12+11:00January 17th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My wife and I need to update our Wills. What happens if I don’t have an Enduring Power of Attorney in place?

Q: My partner and I have just moved in together and we are wondering what is the best way of managing our collective finances?

Q. My partner and I just moved in and we're [...]

By |2019-12-13T12:23:20+11:00December 13th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My partner and I have just moved in together and we are wondering what is the best way of managing our collective finances?

Q. My son is finishing university this year. From a Financial Planning perspective, what should he focus when he starts his career after having a holiday?

Q: My 22 year old son is finishing university this [...]

By |2019-11-29T11:11:42+11:00November 29th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. My son is finishing university this year. From a Financial Planning perspective, what should he focus when he starts his career after having a holiday?