1. Overall, how satisfied were you with my services? Excellent 2. On a scale of 1 to 5 (1 being very poor, 5 being exceptional), how would you rank your overall experience with me? 5 3. What elements of the service I provided most impressed you? Great communicator who explained each step of the process…
As mortgage brokers, one of the most common questions we are asked is: “How can I reduce mortgage payments?” So we sat down and distilled what we do into this guide, “10 ways to reduce mortgage repayments“. Your mortgage consists of: principal – the amount you borrowed to buy your home interest – the amount…
Last financial year’s superannuation statements are hitting your mail boxes over the last week. It is important that you check your details are correct. The type of information you should be checking: What is your balance. Is the balance trending upwards over time – remember the Centrelink aged pension will probably not provide enough for…
If you are interested in investment planning help here in the Perth area, you may be interested in some recent developments from our parent company, AMP Capital. The AMP Capital global infrastructure platform recently added more than $1 billion USD, bringing it closer to its final close of $2 million USD.* For its second and…
Investment planning in Perth and beyond has been introduced to a relatively new factor in potential investment performance: climate change. More specifically, greenhouse gas emissions are an important factor in evaluating Australian and global equity portfolios.* Ian Woods is the Head of Environmental, Social and Governance Investment Research for our parent company, AMP Capital. Recently,…
At Approved Financial Planners in Perth, we have more than 40 years’ combined experience in the financial industry. We also have the full resources of our parent company, AMP Capital. One of the best resources AMP Capital has made available to us is their Chief Economist and Head of their Investment Strategy Team, Dr Shane…
It may not seem important right now but the financial advisors in our Perth office are keeping an eye on Chinese spending habits. Change in Chinese spending habits are affecting a diverse lot of Western companies. Last year, Volkswagen, Nestle, Yum and Proctor & Gamble underperformed due to sales in China being weaker than expected.…
Among the many financial services we provide to clients in the Perth area is helping to diversify their portfolios. Property investment is one way to diversify. Recently Michael Kingcott, Head of Property Investment Strategy and Research for our parent company, AMP Capital, took a look at how the “chase for yield” is affecting property returns.…
With years of experience serving the Perth market as financial planners, we have learned to look for the good in any market variation. Recently, four executives from our parent company, AMP Capital, did just that in a discussion of what recent volatility, especially in oil, the banking sector and emerging markets, could mean to investors.*…
We have been providing investment planning services to clients in the Perth area since 2005 and have more than 40 years’ combined experience in the financial industry. We are now affiliated with AMP Capital, who provide us with even more resources to help us help you. Recently, on the AMP Capital blog, Investment Director Jeff…
