Dear Sir/Madam,

I’m pleased to be forwarding you this month’s Financial Advisor Update eNewsletter. Included are five more helpful articles providing considerable general information on various facets of financial planning.

Please refer to the Advisor Comments by clicking on the next article link in the top right corner, this area will provide an introduction to this new service and additional details about Financial Independence Planners and the staff.

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 we will contact you as soon as possible.


Financial Independence Planners

    Secure your path towards
     financial independence!


John Q
Certified Financial Planner
Financial Independence Planners Pty. Ltd.

To fix or not to fix

Read time: 3 minutes

This year we have seen a steady rise in the official cash rate, a rise of 0.25% in May and August was followed by a further 0.25% rise in November. In total we have experienced an upward shift of 1.25% for the calendar year to November. Locking in to a fixed-rate home loan, or at least splitting it between fixed and variable, is often a good way for borrowers to peg payments to manageable levels.

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Understanding Asset Classes

Read time: 3 minutes

Australia’s investment markets are sophisticated, well developed and offer investors access to a wide range of choice. Performance and returns vary according to international and domestic influences, the type of investment and the family or ‘asset class’ to which an investment belongs.

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A step-by-step guide to buying a new home

Read time: 3 minutes

Buying a new home is a significant financial decision. Before you start to look for a property, it’s important to understand the buying process. Here is a broad step-by-step guide to buying a property.

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Unlock Family Tax Benefits

Read time: 3 minutes

Are you frustrated that you do not receive any Family Tax Benefits when others you know are? Let me share with you a strategy that can create wealth for the long term, lower the amount of tax you pay and assist in qualifying for Family Tax Benefits.

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150% ... GOVERNMENT GUARANTEED

Read time: 2 minutes

A government guaranteed investment return of 150% is hard to ignore. Let’s look at what needs to happen so you can benefit from this generous arrangement.

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Any Questions?

Email John Q now.
or call 1300 99 99 99 between 9.00am - 5:00pm from Mondays to Fridays.

Financial Advisor Update™ Service

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