Spotlight on Investing
By Jim Farrell, Senior Financial Adviser (FPA & MFAA) Establishing an investment portfolio can be likened to building a home.
Residential Aged Care Costs made simple
By Alan Lake, CFP© CPA(FPS) ACS SSA BComm DipFP Aged Care Specialist, Soundbridge Financial Services A friend or a family
3 things you may have forgotten to plan for in retirement
Retirement can be an exciting phase in your life. But all the recent changes to superannuation bring with them lifestyle
3 things you may have forgotten to plan for in retirement Read Post »
Benefits of using a Financial Adviser
This article highlights the importance of seeking financial advice and the essential role of a financial adviser in your life.
Quarterly economic update April – June 2021
With unemployment rates decreasing, housing prices rising and the share market performing strongly, the last quarter has been very positive for the economy and investors alike. In this article, we summarise the key standouts from the April to June 2021 quarter.
EOFY is coming — Have you thought about …
The end of another financial year is looming, and with that may come thoughts about your tax return and how
Separation Planning: An adviser’s perspective.
Few client meetings have been as challenging. After years of being happily married, Sarah and her husband decided to separate,
Soundbridge Celebrates 40 Years!
This year our founders Cyril and Diane Thomasson reached the fantastic milestone of 40 Years in Financial Planning. We celebrated
2017/18 Financial Year Review
Key Points Introduction The past financial year saw solid returns for investors but it was a story of two halves.