In Perth, financial planners have an important job to do. We have to help you live the kind of lifestyle you want now while helping you plan for your future. Most people want to live well now, but they want to have enough money to live well in the future, too. We understand that and…
Many Government or public sector employees have PSS defined benefit superannuation funds. We would like to explain the difference between an accumulation-style superannuation fund, a defined benefit superannuation fund and a self managed superannuation fund. When you retire, especially if you plan to stick around the Perth area, you don’t know how much money you…
If you happened upon this page, you are probably interested in investment planning and live somewhere in the Perth area. At Approved Financial Planners, we provide a full range of services such as financial planning and mortgage broking to our Perth area neighbours. We are often asked what the “new trends” are regarding investing. While…
At Approved Financial Planners, we combine mortgage broking and financial planning into a “one-stop” shop for Perth area residents. Recently, the Australian Prudential Regulation Authority (APRA) issued a memorandum to lenders demanding that they adhere to a 10% cap on the growth of property investment lending growth.* Lenders are doing this by making it more…
The financial advisors in our Perth office are often asked for recommendations on what companies are the best or most reliable investments. Since everyone’s financial situation is different, we can’t really give any specific advice on this blog or over the phone until we have had an individual consult. All information on our website is…
Retirement planning can be tricky if you don’t know what you’re doing. Fortunately, we have helped numerous people in the Perth area get started on the path to a prosperous retirement. At Approved Financial Planners, we have a wealth of local experience, combined with the resources of AMP Financial. While we are not allowed to…
At Approved Financial Planners, we also offer mortgage broking to our Perth area clients. Many of our clients use us for “one-stop shopping” for financial planning and home loans. One of the most fulfilling facets of our job is being able to help someone into their first home or first investment property. We know that…
Investment planning can be confusing and scary. It is one of the services we offer in our Perth office. When investment planning is done right, your money can make money for you. We cannot offer specific information over a blog; you will have to contact our office in Perth for a consult if you would…
Whether you are in the investment planning stage, the retirement planning stage or both, our parent company AMP recently provided information reminding us all how important it is to be clear on investment goals. We provide individual consults in our Perth office. One of the first questions we usually ask is about investment goals. Believe…
One of the services we offer is called “investment planning.” When potential clients call our Perth office and ask for an individual consult, one of the first things we ask is “what are your investment goals?” Often, the answer is “I don’t have any investment goals.” This raises what we see as an obvious question:…