Silicon Valley Bank Failure! Market volatility has been elevated over the past week driven by the failure of the Silicon Valley Bank (SVB). Global banking system volatility is on the rise! The unfolding situation in the US could be seen by some as having echoes of...
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Do I need Business Expenses Cover?
As a result of all the global economic changes from the COVID pandemic, many have started their own business to generate income. With this global shift, people have figured out new ways to be their own boss, in turn, gaining more...
Discuss financial goals via Zoom
The ongoing COVID situation means changes to how we do business. If you are not able to visit us in person, or it is more convenient to work with us digitally, we have the capability and technology to make it easier for us to connect with you. Is it time to discuss...
Starting a business?
Starting a new business can be exciting but there’s a lot to think about and organise too. Before you even begin, consider how prepared you are to make the difficult decisions, work those long hours required, face possible and ongoing financial constraints, lose a...
Key-person insurance: Protection for your business
How would your organisation cope if something happened to a key person? Unexpected events can play havoc not only with people’s lives but also with businesses. However, business owners are often so busy they don’t stop to consider the true cost of the loss of a key...
Protect your Assets from Expensive Mistakes
Protecting yourself from frivolous creditors and lawsuits is becoming an increasingly common concern. Here we outline some of the ways you can insulate your assets. Check your insurances Liability insurance is a must if you want to safeguard your assets in the event...
Wealth Planning Partners Team Update
Well, they say that the only thing constant is change and that's certainly true, especially for the Team at Wealth Planning Partners in 2016. Not so long ago, we had five advisers on the team, and this is now down to three. Chad Enstrom has decided to leave the...
2015 is off to an interesting start…
2015 Has started on an interesting financial footing, the dollar is weaker trading at just under 80 cents to the US dollar, oil and subsequently fuel prices are down. I haven’t seen fuel at this level for a couple of years. Asian giant, China has had the lowest...
Amanda Cassar & the #FSPower50
In 2013, Financial Standard launched the inaugural Power50 list, a guide to the top 50 financial services professionals who use social media to lead the conversation on wealth management, superannuation and financial advice. The list is made up of...
Budget 2014 HIghlights and You!
Well, we know that when times get tough, it makes get sense to stick to a budget, and 'tighten one's belt' and that's what the latest Australian Budget is all about. So what are some of the main changes and how will they affect you? Pensions: Looks like we'll...
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