Archive for September, 2010
Scary Numbers »
One of the interesting things about the financial planning process is that most people are not aware of the amounts of money that are involved in terms of mortgage repayments, tax to be paid and the amount of income producing assets required to generate an income. To give you an idea, today 23/9/2010 you can get 6.2% per annum in a 5 yr term [...]
Case Study 1 »
The strategy I am preparing at the moment is for a couple in the mid 30's He is working and earns a tad over $105,000 per annum, She is at home looking after the 2 kids. Lets call him Bob and her Betty. The couple have a reasonable sized mortgage of $350,000 on the standard floating rate of 6.5% with ANZ. They would like to retire in [...]
Case Studies »
I thought I would start posting some real life case studies here from plans I am creating. Obviously all no information will be provided that could identify a client. I will provide interesting facts which may cause folks to stop and think, things like the calculation of how much tax the client would pay between now and when they retire if [...]
New Price On Financial Strategies »
I know this seems to be a strange time to be increasing the price on my Financial Strategies however wait a moment or two to find out why. Currently when you visit a Financial Planner you will pay to have a Financial Plan written (If you don't then you have to ask how is he getting paid and the answer will be in commission from the product he [...]
