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Archives

First-home buyers receive early access to voluntary super savings

On Tuesday night, the 2017-2018 Federal Budget was released. It included a number of measures that the government hopes will address the issue of housing affordability. One of the measures that sparked the most interest from the media was in relation to the ‘First-Home Super Saver Scheme’ allowing first-home buyers to receive early access to […]

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Has the Aussie apartment market gone off-plan?

The Australian apartment market has been the subject of much speculation recently. Questions of oversupply have hung over the market as the number of under construction apartments has rocketed. This oversupply potentially paints a negative outlook for property developers, with oversupplied markets tending to experience falling prices and profits. Rolling twelve months commencements excluding houses Source: […]

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How much should I borrow ?

As a financial planner in Western Sydney for over ten years, this is a question I have been asked so many times that I thought it was worthy of writing a piece about how to answer that question as simply as possible. Just only last week I had the pleasure of meeting with a young married […]

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7 things to consider before starting a renovation

Are you planning a renovation? Renovating a property is more than just a pure financial decision. It can have significant implications not only for your cash flow, but also for your lifestyle. So before you get going take stock and make sure you’ve considered everything. To help make renovating more of breeze, and less of […]

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Downsizing in Retirement

Downsizing in Retirement: A planner’s perspective (Robert De Ceglie) I recently spoke at a seminar on this very topic and here’s a few of the discussion points I raised at this event, which I have learned through experience both as the son of elderly parents and as a financial planner. Downsizing is such a huge […]

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The 3 pillars of Australia’s retirement income policy

Australia’s retirement income policies comprise 3 components: The Age Pension; Compulsory Superannuation and Voluntary Retirement Savings. The Age Pension The age pension is means tested for recipients under both an income and assets test but only represents approx. 27% of average earnings and is therefore viewed by many as a low-income safety net. The greater […]

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Help your family for generations

It doesn’t matter what life stage someone is at, a financial adviser can help them identify and meet their financial goals. CLICK HERE for an interactive view on the various life events and how Adviser fp can help you and your family to navigate these important stages. Life Stage: Creating wealth (Young Accumulators) Retirement may […]

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Thinking of investing in Property?

With the slowing down of the spring property season as we head into the quieter Christmas/New Year period, many people may be questioning whether buying an investment property is an appropriate option for them.  In making this assessment, there are a number of things worth considering and here we discuss a range of factors relevant to […]

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On behalf of Jan and myself, I would like to convey our thanks for your services in relation to the management and advice with regard our Pension Fund.We have enjoyed ...

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Ron & Jan G.
I’ve been dealing with Adviser fp for some time now and have found them to be extremely knowledgeable and trustworthy. They’ve always treated me with the greatest respect, always answered ...

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Marea R.
We have used the services of Adviser fp for many years.We have found that Tony Fox and the staff are friendly, honest, prompt in their response to our needs, very ...

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Maurie & Mary B.
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This information is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this information, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.
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