“We have absolute trust and that comes before everything. We value your professionalism and your experience.
We know that we are getting advice that’s truly objective – and there’s times
when you will tell us that the best thing is to ‘do nothing’ – we value that.” Read More
Don’t ignore risk – many investors focus on their investment returns, but don’t quantify the risks and potential losses to which they are exposed
“I feel relieved. I know I’ve got the right cover and that I’m in a position where I am unlikely to have do go through this process again. With Multiforte’s advice and management of the process, everything was very logical and straightforward. And I know I received good value for money.“ Read More
Don’t ignore risk – many investors focus on their investment returns, but don’t quantify the risks and potential losses to which they are exposed
Matthew and Anna are thrilled. They no longer pay commission on their premiums. Multiforte streamlined and increased their cover and achieved a saving of more than $3,500 this year alone. The savings will only increase over the life of their policies. Read More
You could save thousands on personal insurance – by obtaining insurance through super or using level or
split premiums
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Abundant when redundant
If you are retrenched, it's vital that you make the most sensible use of your final payment. Here's what you should do.
"Work out how much money you need each week to calculate how long a payout will cover living expenses before even thinking of locking any of it away"
Position yourself to weather storms
In this uncertain environment the prudent investor is seeking insulation from volatility
"There is growing evidence to suggest that having both equities and fixed income is better than betting on one or the other"
Saving for kids isn't child's play
The generous tax breaks of yesteryear have been cut back, so parents with plans for their children have to think outside the box.
"Get back to basics by putting money into the mortgage"
When income isn't outgoing
If business is far from booming and money is tight, you can still get cash flowing again, but it involves strategy and care.
"If you are having a tough time now, then you need to know what will happen when things go really wrong"
Let’s get fiscal: how to fight financial flab
Just like a physical workout, you can have a daily exercise routine that will help to build your ‘wealth’ musclemuscle, writes Lesley Parker, Sydney Morning Herald 30/6/2010
“If you do nothing else, spend at least five minutes thinking about what you want to achieve in the next year, the next five years and in 10 years’ time.”
5 Instant Tax Breaks
There's money for the taking if you make use of some simple tax strategies. But they need to be set up carefully to derive the maximum benefit writes Debra Cleveland, The Weekend Australian Financial Review, April 16-17 2011.
“It's all about getting organised to make the best of ordinary, everyday tax savings available to everyone.”
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