All posts by Terri Bradford
Head of Wealth Management
By Terri Bradford
03 November 2021, 9:30 AM
One of the fastest growing sectors of the Australian sharemarket are Exchange Traded Funds (ETFs). ETFs are investment vehicles that provide exposure to a basket of shares, listed property, commodities or currencies.
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By Terri Bradford
22 September 2021, 8:30 AM
With interest rates the lowest we have seen for years (for many, ever), the debate about whether we should be paying down non-deductible debt first or funding additional superannuation contributions is once again topical.
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By Terri Bradford
07 September 2021, 8:00 AM
Financial planning is an important process in helping you achieve financial success. It is a process of defining financial goals and tailoring solutions to help you reach those goals. With the right advice and a patient investment approach achieving financial success can be relatively simple.
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By Terri Bradford
06 July 2021, 12:00 AM
Many investors swear by share investing. Others prefer investing in direct property. What is best for you? We provide an overview of both strategies to help you make a more informed decision when it comes to investing.
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By Terri Bradford
16 June 2021, 12:00 PM
Market conditions vary considerably so it is important to review your current superannuation strategies before 30 June. Is your account in the best position to take advantage of positive market sentiment?
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By Terri Bradford
01 June 2021, 11:40 AM
We outline the changes to super that come into effect from 1 July 2021.
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By Terri Bradford
11 May 2021, 9:00 PM
We summarise the Federal Budget 2021-22 from a wealth management perspective.
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By Terri Bradford
04 May 2021, 4:10 PM
Consider how your estate planning will impact your family. If not done correctly receiving an inheritance could actually bring adverse consequences for the intended beneficiaries.
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By Terri Bradford
27 April 2021, 12:00 PM
It’s time to start reviewing your financial position and planning for next financial year. Consider the following tips as you start planning your year end investment strategies.
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By Terri Bradford
19 April 2021, 5:00 PM
What can you do now to ensure your child's education is not a burden on the family's budget? The easiest, and most effective, way is to commence a savings plan well before your child starts school, or as soon as possible if they are already at school. There are various investment options to choose from. We'll take you through them.
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