Good Advice, Good Value, Good People

10 Ways to Reduce Mortgage Repayments

Posted in: Mortgage Broking, News

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 […]

Superannuation Statements – What to Check

Posted in: Insurance Protection, News, Retirement Planning, Superannuation Fund

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 […]

Global Infrastructure Platform from AMP Capital Garners $1 Billion USD in New Commitments

Posted in: Investment Planning, News

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 […]

Is Climate Change a Factor in Investments?

Posted in: Investment Planning, News

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, […]

Have the Sharemarkets Bottomed Out Yet?

Posted in: Financial Planners, News

At Approved Financial Planners in Perth, we have more than 80 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 […]

The Evolution of Chinese Spending Habits and How it Could Affect Investments

Posted in: Financial Planners, News

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. […]

How Property Returns are Affected in the Chase for Yield

Posted in: Financial Planners, News

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. […]

Outlook for Investing in Australian Banks

Posted in: Investment Planning, News

We have been providing investment planning services to clients in the Perth area since 2005 and have more than 80 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 […]

AMP Capital Expands SMSF Suite with Core Infrastructure Fund

Posted in: News, Superannuation Fund

If you are one of our self managed superannuation fund (SMSF) clients in the Perth area, you may be interested in this news. Our parent company, AMP Capital, has just added its Core Infrastructure Fund to their SMSF suite due to a growing number of SMSF trustees expressing interest in the class of infrastructure assets.* […]

The “Bear” Facts about Bear Markets

Posted in: Financial Planners, News

Perth financial planners are responsible for helping their clients navigate the markets during good times and bad times. At Approved Financial Planners, we have a great resource that helps us do just that. His name is Dr Shane Oliver. He is not only the Chief Economist for our parent company AMP Capital; he is also […]