Tags » Financial Adviser

During March 2015 All New Clients Will Be Offered A Special Discount To Our Already Low Financial Advice Fees.

There has never been a better time to contact The Financial Advice Shop and seek assistance with your financial advice needs. Perhaps you also know someone else who should contact us? 91 more words


Secrets to becoming financially independent

I believe that very few people can become their own financial advisers because of low levels of financial literacy, the time investment required, and the need for financial advisers to be passionate about personal finance. 668 more words

Book Review

Where Does the Money Come From?

Most people nearing retirement age are concerned about sources of retirement income. A new study points out the biggest concerns. . . and most popular solutions. 569 more words

Ag Legacy Planning

How Long Will It Be Before The Family Home Is Included In The Age Pension Assessment?

The reality is that the Age Pension asset test assessment is quite generous for wealthy Australians.  Some readers may not be aware but the family home is now automatically considered in Aged Care Assessments for post 1 July 2014 entrants where it is not occupied by a protected person. 238 more words


How To Save Money The Right Way | Questions To Ask Yourself

I’m pretty sure everyone wishes they could wake up and be saving guru.  Wishing some magic fairy would come down from Endless Money Land and sprinkle growth dust on their funds.   475 more words


Disability: Make sure you get it right!

Lets face it accidents happen and happen so fast! Disability is the most under invested cover among South Africans, as most people don’t know how measure such a loss and many feel it is too expensive. 624 more words

Financial Adviser

Investment Views January 2015

January 2015

The Past Year

  • In the UK, fixed income has continued to provide good returns with relatively low risk. UK Equities have shown very little growth, with sharp losses in October, a good recovery, but further losses were incurred in December.
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