Dear Sir/Madam,
I’m pleased to be forwarding you this month’s Investor Update eNewsletter. Included are three more helpful articles providing considerable general information on various facets of financial planning.
If you have any questions on how to apply some of the topics covered to your own financial plan, simply select the Express Interest button next to an article and Oliver will contact you as soon as possible.
John Q
Financial Advisor
MBA AMC DFS Adv. DFS B.IEM
OZ Financial Planning
(Auth. Rep: 999999)
Actively Managing Your Debt
Read time: 3 minutes
Debt is often a considered dirty word typically used to purchase items such as a car, home or holiday. Do you owe money for items where the interest is not tax deductible?
Beat The Tax Man
Read time: 2 minutes
Did you know you are likely to pay more tax in your lifetime than mortgage repayments? By minimising the tax you pay you are able to enhance your own wealth creation opportunities.
Budget 2006 — What Does This Mean For You?
Read time: 3 minutes
The 2006 Budget on 9th May 2006 will have an enormous impact on every. The budget included tax cuts and the biggest changes in superannuation we have seen in 20 years. This will change the future working and retirement patterns of many Australians.
How Important Is Your Family To You?
Read time: 2 minutes
How much income would you stand to lose during your working lifetime if you were disabled today? Most of us take our income for granted, however most of us cannot maintain our lifestyle or that of our family without it.
Investing ABC’s
Read time: 2 minutes
The right investment for you depends very much on your personal circumstances including the reason for investing, your tolerance of risk and your timeframe of investment. Investing and all of its jargon can be daunting to most and sometimes all too hard to know where to begin. An understanding of a few key points is crucial to achieving your objectives and helping you to sleep at night without unnecessary worry about where your investments are headed.
