financial planning Archives

Accounting Business Families

Family business and Essential Tax Insights

Owning a family company comes with significant responsibility regarding how payments from the company to you or your family member are handled. Most payments from a company are considered as dividends in the recipient's hands, except the return of original…

David LiangApril 8, 2024

Advice Uncategorized

What If We Could Predict The Future?

At times like these, it is tempting to seek a secure prediction of the future, after all, we have been living through uncertain times for most of the last year or so, from floods to fire, back to floods and…

Paul WrightJanuary 20, 2021

investing in gold bullion wollongong illawarra south coast nsw financial investments financial planning

Uncategorized

Invest In Gold? What’s So Special About Gold?

In recent weeks we have had an increasing number of enquiries about how people can invest in gold. Traditionally, many investors would obtain exposure to gold assets by buying shares in gold producing companies. The shares in these companies fluctuate…

Paul WrightSeptember 23, 2020

Uncategorized

Do you have an emergency fund? Here’s why you need one

In the depths of the COVID-19 crisis many people are spending time with that horrible phrase “If Only”. Remember when you spent the last of your cash buffer on that 60 inch all singing all dancing television? You may have…

Paul WrightJuly 2, 2020

Why ithe market is going up during COVID-19?

Investments

Why the market is rising during COVID-19?

Since March 23 we have seen an increase in the value of the ASX 200 of around 25% and in a previous article, I explained how markets always look forward rather than backward (see here). It all seems so logical…

Paul WrightJune 9, 2020

Investments

Investment Green Shoots or Late Frost? That is the question.

Are investment markets showing the first green shoots or could there still be a late frost? As I am writing this in my self-isolated home office on 1 st May 2020 it is currently 5 degrees outside with very strong…

Paul WrightMay 13, 2020

Advice Business Planning

When Will it Get Back To Normal? – Choices In Uncertain Times

Carol* was in a state. She had just spent 1 hour and 40 minutes on the phone with Centrelink trying to assure them of her entitlement to JobSeeker Payment and finally had convinced the agent that she had registered several…

Paul WrightMay 1, 2020

Investments

When Should I Sell?

When to Sell “The markets are falling, when should I sell and cut my losses?” is a very common question in times like these. In fact, selling is exactly the opposite of what you should be doing as an…

Paul WrightApril 14, 2020

Advice Investments Planning Superannuation

Investment Markets Can Fall!

We have grown very used to investment markets continually rising. From the depths of the Global Financial Crisis (GFC) in March of 2009, we have seen a steady increase in asset values for a period of more than 10 years,…

Paul WrightApril 1, 2020

Advice Investments

Corona Virus, Brexit, Trump, the GFC and all that

Its been a tough couple of weeks on investment markets. Fears about the impact of CVID-19 (or the much better sounding Coronavirus) are weighing heavily on sentiment, and as we speak International and Australian Markets have declined in value by…

Paul WrightFebruary 27, 2020

financial planning

Family business and Essential Tax Insights

What If We Could Predict The Future?

Invest In Gold? What’s So Special About Gold?

Do you have an emergency fund? Here’s why you need one

Why the market is rising during COVID-19?

Investment Green Shoots or Late Frost? That is the question.

When Will it Get Back To Normal? – Choices In Uncertain Times

When Should I Sell?

Investment Markets Can Fall!

Corona Virus, Brexit, Trump, the GFC and all that

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