Tags » Financial Adviser

It’s A Great Strategy By The Banks But It Is One You Must Think Very Carefully About!!

When you visit a bank to discuss your borrowing arrangements you will almost certainly be exposed to a marketing opportunity about your super, insurance and seeing a bank financial planner. 65 more words

Superannuation

Financial adviser sentenced for theft


WARREN, Ohio (WYTV) –  A Cortland man will spend one year in prison for stealing money from an elderly woman.

Orlando Montoya, 37, was a financial adviser for New York Life when he stole $35,000 from a 92-year-old Austintown woman.  95 more words

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Financial adviser sentenced for theft

WARREN, Ohio (WKBN) –  A Cortland man will spend one year in prison for stealing money from an elderly woman.

Orlando Montoya, 37, was a financial adviser for New York Life when he stole $35,000 from a 92-year-old Austintown woman.  93 more words

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Buildings & Contents insurance on flood plain - Windsor

My house is on the Flood Plain in Windsor and I thought I would ring around to get some comparisons for Buildings and Contents insurance.  In many cases it is difficult to get Home and Contents Insurance if you are on the Flood Plan,  or if you can its often rated with higher premiums. 87 more words

Ask Your Financial Adviser If It Is Better To Repay Your Home Loan Or Invest Elsewhere?

Home loan interest rates are currently at historic lows.  A common question currently being asked is whether it is better to keep making additional repayments to a home loan or to reduce those payments and invest the additional payments elsewhere? 56 more words

Financial

Scottish Referendum

Possibly the biggest subject in the news this week from the UK has been the Scottish referendum on independence. But what would the implications be and would it have any effect on expat living in Dubai? 439 more words

Stuart Porter

If You’re Selling Residential Property In A Hot Property Market, Don’t Forget To Ask Your Financial Adviser About Strategies To Manage Capital Gains Tax!!

If you are not familiar with how capital gains tax works, the following link to the ATO website may assist.

https://www.ato.gov.au/General/Capital-gains-tax/

The ATO likes to receive as much tax as possible but fortunately there are strategies that can assist to optimise your tax obligations. 25 more words

Superannuation