A self managed superannuation fund (SMSF) is great for some people, but inappropriate for others. Our financial advisors have over 40 years combined experience in the Perth area. One of the things we have learned at Approved Financial Planners is that no person’s financial situation is the same as another’s. Consequently, you will need an…
For most Perth financial planners, estate planning is a touchy subject. As with life insurance or disability insurance, nobody wants to think about the unthinkable happening to them. Most people see death as something that will happen “later” and disability as something that happens to someone else. Sadly, the cold, hard fact is that a…
We provide a full range of financial planning services to our Perth clients, but one of the first things we will probably ask about is your level of debt. At Approved Financial Planners, we have a firm belief that the road to effective financial planning begins with taking charge of your debt level and your…
We offer a full menu of financial services in our Perth office. Our financial planners can help you navigate the maze of superannuation, retirement planning and other financial services to help you determine what is right for you. We cannot give any individual advice without a consult, but we would like to give you a…
Perth financial planners are in a unique market, especially when it comes to wealth protection. Perth may have suffered the least of any Australian capital city during the Global Financial Crisis. This situation may have created a false sense of security for many in the Perth area, as though we are “immune” from financial disasters.…
We offer a full menu of financial services from our Perth office. We have financial planners and financial advisors who can help you plan your financial life from now through retirement. We can’t give any specific advice on this blog, but we would like to give you a general idea of what it takes to…
Perth financial planners are often asked to oversee real estate portfolios for those who decide to use real estate as an investment strategy. As with any investment vehicle, real estate isn’t for everyone. In addition, we are not allowed to provide advice in this blog because everyone’s financial situation is different. However, we would like…
We like to think that financial planning is important to everyone in Perth, and that includes the self-employed. We know that many self-employed people tend to neglect financial planning services because they are always busy and don’t have the time. We visited the ASIC website called MoneySmart and found some information that can be helpful…
Many Perth financial planners like managed funds because they offer diversification. They are a large part of many investment strategies. At Approved Financial Planners, we recommend any of a number of investments, using criteria such as your risk tolerance and financial goals as determining factors. In another of a continuing series of posts in which…
At the beginning of the year, most of us reassess where we are in life and make resolutions. This is especially true when it comes to financial planning. Financial planners in Perth are quite busy at this time of year, helping our clients reassess and re-calibrate their goals. This year, many of the questions revolve…
