Financial Planner Discuss NDIS

Is the National Disability Insurance Scheme Enough to Protect You and Your Family?

Currently, the National Disability Insurance Scheme (NDIS) has two trial sites in the Perth area. The NDIS is under the umbrella of the National Disability Insurance Agency (NDIA). It is currently available for residents of two Perth suburban areas: the Lower South West and Cockburn/Kwinana. What is the NDIS? According to their Government website, the…

Financial Advice For All Australians

Financial Planning Association of Australia Cites Intergenerational Report: Recommends Financial Advice for all Australians

The Financial Planning Association of Australia (FPA) cited a recent Government document as confirmation that all Australians need professional financial advice. As a firm that has provided financial planning help in the Perth area since 2005, we have always felt that a good financial planner can make a difference in anyone’s future. 2015 Intergenerational Report…

Financial Planning Provides Psychological Benefits

Little-Known Research Paper Indicates that Financial Planning Provides Psychological Benefits

We have more than 40 years of combined experience in providing financial planning to the Perth area, but even we were surprised when we found a little-known research paper authored by Kym Irving from the Queensland Institute of Technology in 2012. The article was subsequently published by Australasian Accounting Business and Finance Journal in their…