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2 December 2014

Dividend Reinvestment Plans (DRPs)

While not offered by all companies, the basic idea behind a Dividend Reinvestment Plan (DRP) is that an investor has the choice of either taking dividends in the form of cash or extra shares to an equivalent amount. Investors should however be aware that the dividend is assessable income regardless of whether they receive it as cash or shares. Read more

2 December 2014

Slow and Steady Wins the Retirement Race

Barely a week goes by without some discussion in the press about super and retirement savings. It is clear that many people are under prepared for retirement. Read more

1 December 2014

Hervey Bay Residents View Financial Planning as a Sound Investment

On the doorstep of World Heritage listed Fraser Island, Hervey Bay’s sheltered waters, relaxed environment, and reputation as a sought after lifestyle, tourism and retirement destination make it an attractive place to live, offering a great work-life balance. Read more

18 November 2014

Financial Planning Bundaberg - Progress and Opportunity Fuels the Need

The Bundaberg region on the beautiful Coral Coast enjoys not only one of the best climates and locations in Australia; it is also seen as one of Queensland’s most modern and progressive centres. Read more

12 November 2014

October 2014 Monthly Updates

2 November 2014

'Who pays for Generation Gap?'

Sylvia Pennington asks who funds the trip of a lifetime – the Bank of Mum and Dad, or savings from after-school jobs? Read more

20 October 2014

Purchase of ResMed

13 October 2014

September 2014 Quarterly Update

12 October 2014

September 2014 Monthly Updates

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