Spotlight on Investing

By Jim Farrell, Senior Financial Adviser (FPA & MFAA) Establishing an investment portfolio can be likened to building a home. The most destructive, yet unpredictable predator to the structure of a home is the weather.  Even in these most technically… Read more »

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 member has reached that stage in their life where they just can’t cope on their own anymore. They’ve been getting… Read more »

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 and financial issues you need to be aware of as you plan your retirement. Retirement means different things to different… Read more »

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 your wealth has tracked throughout the year. Whether you’re nearing retirement, a high-income earner looking to reduce your taxable income,… Read more »

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, and the story of her acrimonious divorce was certainly distressing. It started with a chance meeting, where in passing, Sarah… Read more »

Soundbridge Celebrates 40 Years!

This year our founders Cyril and Diane Thomasson reached the fantastic milestone of 40 Years in Financial Planning. We celebrated with acknowledgements from our team with memories from the 1980’s and we have clients and relationships that extend back as… Read more »

2017/18 Financial Year Review

Key Points 2017-18 saw strong returns for diversified investors, but it was a story of two halves with strong December half returns but more volatility in the past 6 months. Key lessons for investors from the last financial year include:… Read more »