Tel: (02) 9633 3300 Facebook LinkedIn
Client LoginAdviser Login
  • Home
  • Who we are
    • Who we are
    • Adviser team
      • Simon Clifford
      • Tony Fox
      • Troy McPhee
      • Robert De Ceglie
      • Siboney Corrales-Palacio
    • 24 hours – A day in the life of Adviser fp
  • What we do
    • What we do
    • Financial planning
    • Financial planning process
    • Gearing
    • Personal insurance planning
    • Redundancy planning
    • Superannuation & retirement planning
    • Self managed superannuation funds (SMSF)
    • Family Business
    • Aged Care – Family & Financial Decisions
    • Information tables, rates & calculators
    • Glossary of terms widely used in financial services
    • General Advice Warning
  • Why choose Adviser fp
    • Adviser fp Client Experience
    • Do you need a financial planner?
    • Your first meeting
    • Five common financial planning mistakes
  • News, Articles and Updates
    • News
    • Financial Knowledge Centre
    • The money needed for a comfortable retirement
    • Buying Life Insurance direct: All is not as it seems
    • The great Australian dream
    • Financially Speaking newsletter
    • Economic Update
    • Financial markets summary & table
  • Contact us

Monthly Archives: December 2018

2019 Investment Market Outlook

The late-cycle show 2018 has been a challenging year in most asset classes as investors adjusted to trade wars, China growth uncertainties, unstable European politics and a succession of Fed rate hikes. These issues will continue into 2019, with the added complexity that GDP and profit growth is likely to be slower in the U.S., […]

Read more...

How to keep your holiday spending in check

There aren’t too many people who want to be a Christmas Scrooge just as there aren’t too many who want to spend the next 12 months paying off a hefty credit card debt either. It’s a good idea to do up a budget in the time leading up to Christmas. This way you are able […]

Read more...

Considerations for becoming a loan guarantor

With the rise in housing prices and a relatively slow income growth, the capacity for some individuals to save an adequate deposit on a house or unit has become progressively difficult*. In light of this, to strengthen their loan application, some prospective new entrants may consider turning to family members for help via a loan guarantor arrangement. […]

Read more...
Categories
  • Aged Care
  • Budgetting
  • Business Succession
  • Buy / Sell agreements
  • Capital Gains
  • Cashflow Management
  • Centrelink
  • Certified Financial PLanner
  • Charitable Giving
  • Economic Outlook
  • Emerging Markets
  • End of Financial Year
  • Estate Planning
  • Financial Markets
  • Financial Planning
  • Financial Planning Association (FPA)
  • Goals
  • Income
  • Investment
  • Life Insurance
  • Lifestyle
  • Market Outlook
  • Partnerships
  • Philanthropy
  • Politics
  • Professionalism
  • Property Investing
  • Retirement
  • Risk Management
  • Salary Packaging
  • Savings
  • Sharemarket
  • Succession Planning
  • Superannuation
  • Tax Planning
  • Taxation
  • Uncategorized
  • Wills
Archives
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • June 2017
  • May 2017
  • February 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
Adviser FP
Adviser fp Pty Ltd is an Authorised Representative of FP Advice Pty Ltd
ABN 30 637 518 533 | AFSL 520310 | Financial Services Guide

Adviser fp Pty Ltd is proud to be an approved FPA Professional Practice

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.
Copyright © 2021 Adviser fp Pty Limited. All rights reserved.
Professional Practice
  • Privacy Policy
  • |
  • Financial Service Guide
  • |
  • Conditions for using this website
  • |
  • Site by wolff