At Approved Financial Planners, we also offer mortgage broking to our Perth area clients. Many of our clients use us for “one-stop shopping” for financial planning and home loans. One of the most fulfilling facets of our job is being able to help someone into their first home or first investment property. We know that…
Investment planning can be confusing and scary. It is one of the services we offer in our Perth office. When investment planning is done right, your money can make money for you. We cannot offer specific information over a blog; you will have to contact our office in Perth for a consult if you would…
Whether you are in the investment planning stage, the retirement planning stage or both, our parent company AMP recently provided information reminding us all how important it is to be clear on investment goals. We provide individual consults in our Perth office. One of the first questions we usually ask is about investment goals. Believe…
One of the services we offer is called “investment planning.” When potential clients call our Perth office and ask for an individual consult, one of the first things we ask is “what are your investment goals?” Often, the answer is “I don’t have any investment goals.” This raises what we see as an obvious question:…
Many Australians think “estate planning” means drawing up a will and forgetting about it. While the first step in estate planning is, indeed, to draw up a will, there are a lot more things you can do to ensure a smooth transition and allow your heirs to keep more of their money. While we aren’t…
As financial advisors in Perth, it is our job to know everything we can about the economy. At Approved Financial Planners, we spend a lot of time talking to clients and peers about minute details of events affecting the economy. As you may have guessed, it hasn’t always been fun and games, starting with the…
