Financial Advice Newcastle

For financial advice Newcastle, contact Brad Lonergan at BMK Financial Services. http://bmkfinancialservices.com.au/financial-advice-and-changing-jobs/

Call-Brad-Lonergan-NowAsk Brad Lonergan (Financial Planner) a questions for more information about the Value of Financial Advice for Newcastle Residents.

0423 621 120 or email at brad@bmkfs.com.au

 

Charter Financial Planning member

Selling a Business?

Selling a Business Due to “Retirement, Relationship Breakdown, Death, or Disability?”

There’s a myriad of reasons that you may be selling a business. Many business owners not only fail to draw the full value for there business, but they struggle with the timing when they want to retire. The main reason for this is that […]

Should I Downsize My Home for Retirement?

So maybe you’re nearing retirement and thinking about downsizing your home for retirement. Or perhaps you’ve already retired and are considering downsizing to buy a more manageable property.

Of course, there may be benefits of moving to a smaller place. You might be able to reduce or pay off your home loan, get rid of […]

China’s Economy is Quite Steady

What about high debt levels and other dangers?

Key points
– Main dangers concerning China associate with the policy concentration moving to decreasing leverage and reform, fast financial debt expansion, a trade battle with the United States and the real estate cycle.

– Steady and firm Chinese growth is complementary of commodity costs and is favorable for […]

2018-19 Federal Budget – Newcastle Financial Report

Here’s a roundup of some of the key proposals put forward in last night’s Federal Budget. We take a look at how they might affect your financial goals — whether you’re starting out in your working life, building a career, having a family, or moving toward or living in retirement.

Remember, at this stage these […]

Spread Your Money and Reduce Risk

Six out of ten Australians own investments outside of the family home and super. That’s good news. The only problem is that many people are still putting all their eggs in one, or just a few, baskets.

The latest investor study by the Australian Securities Exchange (ASX) found 40% of investors admit they don’t have […]

5 Ways to Keep a Cool Head in a Falling Share Market

Despite concern, falling share prices are not necessarily a sign of a mild or major bear market situation, according to Dr Shane Oliver.

The share market correction many people are talking about at the moment is causing concern for a number of investors, including those accumulating super and drawing money from their super savings, which […]

How The US Share Market Will Affect Australian Shares

Key points

– The US share market is long overdue a decent correction. This now appears to be unfolding and may have further to go as higher inflation, a slightly more aggressive Fed and higher bond yields are factored in.

– This will impact most share markets including Australian shares.

– However, in the absence of an […]

Simple Money Steps For Women

The same approach to managing day-to-day money can be applied to long-term investments. 

It was Carrie Bradshaw, of Sex and the City fame, who said: ‘I like my money where I can see it – hanging in my closet.’

While that might sound trite, it’s not far from the truth for many women. Most of us […]

Where Are We in the Global Investment Cycle?

What’s the Risk of a 1987 Style Crash?
Key points
– There is still little sign of the sort of excesses that precede major economic downturns and major bear markets suggesting that (although US shares are overdue a decent correction) we are still a fair way from the top in the investment cycle. Key to watch […]

Should You Lend Money to Family?

What you should consider before handing over your hard earned savings
You’re probably fairly used to helping your family out with a little extra cash here and there. Whether it’s pocket money for doing chores, or money to pay phone bills, go see a movie or buy clothes, for example.

But what happens when they put […]