Investment Solutions – Autumn 2018

In this edition of Investment Solutions magazine we take a look at investing in Exchange Traded Funds (ETFs).

BT Financial Group Investment Specialist, Riccardo Briganti, provides us with a market update on local and international markets.

Finally, we share insights on managing cash in your SMSF.

Until next time, happy reading.

Please click on the link below to view the Autumn 2018 Investment Solutions Magazine:

Investment Solutions Magazine – Autumn 2018

Investment Solutions Magazine – Spring 2017

In this edition of Investment Solutions magazine we take a look at how you can use your SMSF to educate your children about finance.

BT Financial Group Investment Specialist, Riccardo Briganti, provides us with a market update on local and international markets.

We also look at if you can really afford for your adult kids to continue to live at home.

Finally, we share some tips on how to spot scammers.

Until next time, happy reading.

Please click on the link below to view the Spring 2017 Investment Solutions Magazine:

Investment Solutions Magazine – Spring 2017

Investment Solutions Magazine – Winter 2017

In the Winter edition of Investment Solutions magazine, we analyse what the proposed Budget changes mean for you.

BT Financial Group Investment Specialist, Riccardo Briganti, provides us with an investment update on local and international markets.

Celebrity renovator, Cherie Barber shares some handy tips on how to ‘flip property’ for a profit.

And finally, Dr Bryan Humphrey talks to us about his experiences ‘voluntouring’ internationally during retirement.

Until next time – happy reading!

Please click on the link below to view the Winter 2017 Investment Solutions Magazine:

Investment Solutions Magazine – Winter 2017

Investment Solutions Magazine – Autumn 2017

In this edition of Investment Solutions magazine, we discuss
different strategies to help boost your super balance before
proposed government changes take effect.

BT Financial Group Investment Specialist, Riccardo Briganti,
provides us with an update on local and international markets.
We hear Wendy’s story and how her income protection policy
helped her deal with an incurable and debilitating condition.

Finally, Jackie Gower from Simple Saving shares her top tips for
cutting household expenditure.

Until next time – happy reading!

Please click on the link to view the Autumn 2017 Investment Solutions Magazine
Investment Solutions Magazine – Autumn 2017

 

Investment Solutions Magazine – Summer 2016

Welcome to the current edition of Investment Solutions, our quarterly magazine. 

In this Summer edition we feature the new super changes which have been implemented by the government and how these changes may affect you.

BT Financial Group Investment Specialist, Riccardo Briganti,
provides us with an update on the world economy. We also look at how the Trump presidency may impact Australian markets.

Finally, we provide 5 reasons why you should be taking your protection cover more seriously.

Please click on the following link to view the Investment Solutions Winter 2016 issue:

Summer Investment Solutions Magazine

We hope you enjoy reading this issue of Investment Solutions!

Investment Solutions Magazine – Spring 2016

Welcome to the current edition of Investment Solutions, our quarterly magazine.

The Investment Solutions Spring 2016 issue considers the benefits of estate planning through an SMSF. It also takes a look at what could happen to markets should Donald Trump win the race to the White House. Finally BT Financial Group Investment Specialist, Riccardo Briganti, provides an update on the world economy.

Please click on the link below to view the Winter 2017 Investment Solutions Magazine:

MAGAZINE_SPRING 2016

We hope you enjoy reading this issue of Investment Solutions!

Investment Solutions Magazine – Winter 2016

Welcome to the current edition of Investment Solutions, our quarterly magazine.

The Investment Solutions Winter 2016 issue focuses on five takeouts you should be aware of post Federal Budget 2016. This issue also outlines some tips for Baby Boomers to ensure their financial house is in order.

Please click on the following link to view the Investment Solutions Winter 2016 issue:

MAGAZINE_WINTER 2016

We hope you enjoy reading this issue of Investment Solutions!

Investment Solutions Magazine – Autumn 2016

Welcome to the current edition of Investment Solutions, our quarterly magazine.

The Investment Solutions Autumn 2016 issue features an Economic outlook and takes a look at strategies to help you make the most of the end of the financial year. This issue also outlines some signs that you’re in need of a career change and highlights 5 key steps to forging a new career.

Please click on the following link to view the Investment Solutions Autumn 2016 issue:

MAGAZINE_AUTUMN 2016

We hope you enjoy reading this issue of Investment Solutions!

Investment Solutions Magazine – Summer 2015

Welcome to the current edition of Investment Solutions, our quarterly magazine.

The Investment Solutions Summer 2015 issue features an Economic outlook, Property outlook, Investing in a low rate environment and some helpful tips for planning your next holiday.

Please click on the following link to view the Investment Solutions Summer 2015 issue:

MAGAZINE_SUMMER 2015

We hope you enjoy reading this issue of Investment Solutions!

The Value of Advice – Superannuation

In many cases, the end value of your Superannuation will far exceed that of your home.  A significant portion of your life’s earning’s are invested in a fund that  will see you through your retirement.  Superannuation is an area which is riddled with complexity, and too often, we see clients struggle to understand what’s at stake and how to select a fund that best suits their needs.

There is a lot of buzz surrounding the idea of opting into a Superannuation fund that focusses on reducing the costs of their products, like insurance for example.  But, like with all things, cutting costs comes at a price, and when informed, it is not a price most are willing to pay.  Constant improvements in technology are working to lower costs even more and, as a result, these funds become all-the-more attractive.

The importance of seeing benefits in your fund of choice on a daily basis are critical in assisting you to reap the long term benefits that come from such an investment.  If you are not seeing these benefits daily, there is a high chance that you are paying too much or too little for assets when withdrawing from or investing in your fund.

There are many questions you should ask before selecting you Superannuation fund.  These will form the basis of critical decisions that you make towards your future.  One of the first questions you should ask is, ‘When was the last time the significant assets of the fund were valued?’ These could be in the form of infrastructure projects or real estate.

You also ought to ask:
How transparent is the fund?
What is your risk profile, and does the chosen fund match your risk profile?
Does the fund offer the services that you require?
What type of insurance cover is offered, and what are the definitions that apply?
Does the insurance cover mental illness, such as depression?

Superannuation is a very complex area.  There are many things to consider and getting advice is pivotal in the decision making process.  If you have any concerns about whether or not you are getting the best value and cover from your superannuation fund, contact us and start the conversation today!

Progressive Wealth Solutions is a Corporate Authorised Representative No.472911 of Keystone Partnership Pty Ltd ABN 22 169 650 720, Australian Financial Services License (AFSL) No. 4