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7th May 2020 - Private Wealth
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.
19 May 2020
I’m a bit sick of COVID 19 controlling my life at the moment. I know it’s important. I can keep my distance. I can stay out of the office and hunker down in my tiny Sydney apartment. I can live the lockdown life. It’s for the common good, so sure, count me in. I’m just not loving the feeling that someone else is in control of my life. Read more
7 May 2020
On a recent Ausbiz interview, Sunitha Williams from Elston Sydney looked at the potential benefits of switching from a pooled retail fund to a self managed super fund that could offer greater transparency and control. Read more
6 May 2020
There’s not much that dampens the spirit of Jessie Hinds’ CFP®. Although, like the rest of the nation, she might be in self-isolation waiting out the COVID-19 coronavirus, she remains excited about the future of advice. Read more
9 April 2020
Have you seen what Sunitha Williams from Elston Sydney had to say on Ausbiz TV? Her interview is food for thought for all SMSF members and advisers considering the pros and cons of early access to super. Read more
7 April 2020
As many of us scramble to see what government benefits and subsidies are available to help us get through this period, some are also checking their insurance cover to see if there are any benefits available there as well. Read more
31 March 2020
With the media constantly talking about the current economic challenges, it’s easy to feel overwhelmed. Sure, you can’t control the share market. But there are other things you could be doing to improve your finances. Read more