For Financial Planning Newcastle, contact Brad Lonergan via email Brad@bmkfs.com.au or call 0423 621 120
GalleryWhat is Your Most Important Asset?
What do You Consider to be Your Most Important Asset?
It might not be what you think it is!
Disclaimer
Any advice contained on this page is of a general nature only and doesn’t take into account your personal circumstances or needs. You must decide if this info is suitable to your personal situation or seek advice. […]
GallerySelling 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 […]
GalleryShould 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 […]
GalleryYour Retirement Questions Answered
If you’re questioning exactly what you may do with your super money when you do gain access to it, keep in mind there will be a variety of things to weigh up and check out.
How can I take my super?
Taking super as a lump sum
A lump sum could help you pay off your home […]
Gallery21 Must Read Investment Quotes
Introduction
Investing may be disheartening and disappointing sometimes, especially if you fail to comprehend how the marketplace operates and don’t have the appropriate mind-set. The bright side is that the fundamentals of investing endure, and few have a talent of encapsulating these in a sentence or 2 which is both enlightening and user-friendly. In the […]
GalleryChina’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 […]
GalleryKey Points of the 2018-19 Federal Budget
The Treasurer provided a 2018 Federal Budget that concentrated on decreasing the deficit spending, cutting taxes for lower and middle earners and supporting selective sectors of the economy, particularly infrastructure.
Key Points
The budget likewise revealed additional locations for aged care in the home, which will motivate retired people to remain in their own houses longer […]
Gallery2018-19 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 […]
GallerySpread 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 […]
GalleryThe Pullback in Shares – 7 Reasons Not To Be Too Concerned
Key points
– The current pullback in shares has been triggered by worries around US inflation, the Fed and rising bond yields but made worse by an unwinding of bets that volatility would continue to fall.
– We may have seen the worst, but it’s too early to say for sure. However, our view remains that […]