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More seeking financial advice

Our previous blog outlined how low and middle-income Australians have a growing need for quality financial advice. However, current compliance obligations are complex, bureaucratic and unprecedented cost-drivers for financial advisers and consumers. And higher-income Australians that can afford Financial Advice are forced to pay increasingly more due to over-regulation. Our guest author, Alex Burke, outlines [...]

By |2021-11-18T16:55:55+11:00November 18th, 2021|Categories: Blog, Featured, Finance & Loans, Financial Advice|Tags: , |

Petition to reduce Govt regulation

Low and middle-income Australians have a growing need for quality financial advice. However, current compliance obligations are complex, bureaucratic and unprecedented cost-drivers for financial advisers and consumers. And higher-income Australians that can afford Financial Advice are forced to pay increasingly more due to over-regulation. The original objective of the Parliamentary Enquiry into the Financial Services [...]

What smart investors do in a volatile share market

In times of share market volatility, it's normal to feel concerned about the drop in values and the effects on your investments and retirement savings. It's also important to understand the 24-hour news cycle reports the majority of "bad news" only and you very rarely see the "good news", especially for financial markets. Prior to [...]

Introducing Cheyne Whitford

We're proud to announce Cheyne Whitford B.Com, M.Com (FP), B. Sc, Dip. FS (FP) Dip. FMB Certified Financial Planner®, former Ulladulla Primary & Ulladulla High School Captain, is returning home to the South Coast to join our Financial Services team at Hales Douglass Financial Services. Because we're all about community and the success of our [...]

Is your SMSF adequately diversified?

SMSF trustees need to truly understand diversification and better diversify their portfolios. The benefits of a well-diversified portfolio are numerous but the key ones that SMSF trustees should focus on are the benefits of mitigating volatility and short-term downside investment risks, preserving capital and the long-run benefits of higher overall returns. By spreading an SMSF’s [...]

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