Financial Planning

7 lessons as we navigate turbulent markets

[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column _builder_version=”4.6.0″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] What to do about the elephant in the room – markets? At times like this, it’s easy to get depressed and feel helpless. Engaged investors, as many of you are, might watch sliding stock prices and do uncomfortable mental arithmetic about their 7 lessons as we navigate turbulent markets

Australian Equity Outlook Q3 2022

[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default” admin_label=”Section”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column _builder_version=”4.6.0″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] Australia and New Zealand Equity Market Outlook Q3 2022 Inflation is at its highest level at 5.1% to March, with real wages (pre-wage announcement) at just 2.4% meaning real wage growth is/was falling rapidly. The combination of high inflation and raising Australian Equity Outlook Q3 2022

Help to Buy or Super Home Buyer; What’s got your vote?

[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column _builder_version=”4.6.0″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] The Election on Saturday sees the LNP and ALP hungry for First Home Buyer votes Both policies are extremely different to each other and we will look at them in due course, but first I wanted to take the time to recap Help to Buy or Super Home Buyer; What’s got your vote?

Economic Update, April 2022

[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column _builder_version=”4.6.0″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] Outlook for Investment Markets The global economic outlook has become more difficult. Inflation has proved to be a bigger problem than expected, and financial markets are now more concerned that central banks, in their efforts to bring inflation down, may raise interest Economic Update, April 2022

Inflation leaves the RBA no choice (maybe)

[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_text _builder_version=”4.6.0″ _module_preset=”default”] Philip Lowe has managed to put off raising rates as he waits for wage inflation to start to occur which originally he pointed to the end of 2022 at the earliest, and was originally saying inflation was transitory in nature. However as Australia comes Inflation leaves the RBA no choice (maybe)

Economic Update March 2022

[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_text _builder_version=”4.6.0″ _module_preset=”default”] The Fed has made a move, increasing the US cash rate by 25 basis points with another 6 rate rises planned for the year. Philip Lowe of the RBA is maintaining his “prepared to be patient” rhetoric, however that hasn’t stopped the 90day rate Economic Update March 2022

Work Test and Estate Planning

[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_text _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] One of the legislation changes (read about them all by clicking here) is a change to the work test, which bumps out the ability to make Non-Concessional Contributions up to age 74 without having to work. This opens up a great strategy Work Test and Estate Planning

Different assets create different outcomes

[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column _builder_version=”4.6.0″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] A Will is a key document in your estate plan, but it’s not just a case of recording who gets what. Different assets may require different management. The executor of your estate is appointed in your Will and becomes the manager of Different assets create different outcomes

Which Is The More Precious..?

[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column _builder_version=”4.6.0″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] It’s the middle of the night and you’re jolted awake by extreme pain in your chest. You feel like the life is being crushed out of you and immediately realise you’re having a heart attack. Your partner frantically calls 000 and as Which Is The More Precious..?

Equities Update – Feb 2022

[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column _builder_version=”4.6.0″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] Both bonds and equities have lost ground for the year to date. Bonds have weakened in a world of unexpectedly high inflation, which has prompted central banks to start raising interest rates. Equities have suffered as monetary policy looks to tighten more Equities Update – Feb 2022

Speak to one of our advisors today

Call Us
1300 003 337

Contact Us

21/193-203 South Pine Road
Brendale QLD 4500
contactus@fundedfutures.com.au
Call Us
1300 003 337

This website may contain general advice, but does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances. Before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement. In the event that Funded Futures Financial Services is providing personal advice it will be communicated via a ‘statement of advice’.

Funded Futures Financial Planning ABN 81 646 656 804 T/A Funded Futures Financial Services is a Corporate Authorised Representatives and is authorised through Cobalt Advisers Pty Ltd ABN 64 628 654 099 who is an Australian Financial Services Licencee # 512550.

© 2024 Funded Futures | All Rights Reserved | Developed byweb design brisbane