Financial Services Partners releases a monthly editorial, a monthly economic update and a quarterly newsletter for clients and contacts of our advisers.
The monthly economic update takes a look at the latest issues affecting local and international markets.
The quarterly edition of 'The Key' keeps you up to date with the current hot topics in the world of financial planning and personal wealth management. The current and topical areas of advice we look at can include superannuation, investment, retirement, wealth protection through insurance, redundancy and estate planning.
In addition, we also release a special Budget edition of 'The Key' newsletter shortly after each Federal Budget is announced each year.
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Keeping in Touch - August 2014
Published 20 August 2014
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Are you ready to transition to retirement?
The start of each financial year is always a good time to review your financial plan. For those considering retirement in the not-too-distant future now is also a good time to review your income strategy to ensure it continues to meet your needs.
The Economic Update - August 2014
Published 13 August 2014
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August 2014 - Summary
Geopolitical events dominated news headlines at various stages during July. In particular, the tragedy involving a Malaysian airlines flight brought back into focus the tensions between the Ukraine and Russia. Meanwhile, renewed conflict in Gaza highlighted the increasingly unstable political situation in the Middle East. In both cases the human impact has been devastating.
Keeping in Touch - July 2014-Article 1
Published 22 July 2014
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Navigating the recent changes to Social Security
There were quite a few changes to Social Security in the May 2014 Federal Budget, many of them having an impact on pensioners and those nearing retirement if they are passed through Parliament.
Keeping in Touch - July 2014-Article 2
Published 22 July 2014
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How the recent budget affects families
With so many announcements made as part of the May 2014 Federal Budget, it can be hard to work out exactly which will have an impact on the family budget.
To help you with your cash flow planning, here are the main proposed changes that will have a financial impact on families.