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  • Financial Planning Services – Part 3

    Posted by Michael in Financial Services on April 9th, 2011 | No Comments »

    In this final part we’ll look at the last couple of products or services that financial planners can help you with. These services can be extremely helpful to your financial future and are well worth considering.
    Managed Funds
    These products are designed for less savvy investors or investors with small amounts of capital. Professionals identify and invest…read more

  • Benefits of A Mortgage Broker

    Posted by Michael in Financial Services on March 30th, 2011 | No Comments »

    When it comes to getting a loan, mortgage brokers are a service that’s worth its weight in gold. Here are a just a few of the benefits that you can get by using a mortgage broker.
    The Best Deal
    Mortgage Brokers have access to many different lends with some brokers having access to 25 different lenders. What…read more

  • Cornerstones of Financial Planning

    Posted by Michael in Financial Services on March 17th, 2011 | No Comments »

    While there are so many services that Financial Planners provide their clients, they can all be simplified down to two key cornerstones: Creating Wealth and Protecting Wealth.
    What is wealth? It’s the abundance of valuable resources like money, shares, property, etc.
    Creating Wealth is all about those services that we hear so much about: Managed Funds, Shares,…read more

  • Financial Planning Services – Part 2

    Posted by Michael in Financial Services on February 25th, 2011 | No Comments »

    Being financially free (not worrying about money) is the dream of many Australians, but for too many it seems like a dream that’s only possible by winning the lottery. Working with a Financial Planner can help you achieve this without the lottery or a large inheritance (though it won’t happen overnight).
    Let’s continue our look into…read more

  • Choosing a Central Coast Bookkeeper

    Posted by Michael in Financial Services on February 24th, 2011 | No Comments »

    With plenty of Bookkeepers on the Central Coast, how do you choose the right one.
    Let’s look at some of the key elements that make a good bookkeeper. They include: Level of Communication, Range of Services, Professional Associations, Insurance and References. In Part 2 we’ll look at Knowledge, Technology, Reliability, Experience, and How Much They Charge.
    Communication
    The…read more

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