Wealth Adviser – Issue 134
10 April
Please click on the link below to read this months Wealth Adviser Newsletter: https://portal.wealthadviser.com.au/hubfs/Marketing-Business-and-Growth/Wealth-Adviser-Client-Newsletter/Wealth-Adviser-Issue-134.pdf?hsLang=en
Based in Darwin and easy to contact
26 May
Based in Darwin and easy to contactJohn
Vicki Lamp
26 May
Vicki LampSusan
Have been with the for years and have always been given great advice and my super balance is preforming well
26 May
Have been with the for years and have always been given great advice and my super balance is preforming wellPaul
Communication and tthe strength of the advice
26 May
Communication and tthe strength of the adviceKen
Good advice, friendly staff and best of all, with your advice , I was able to retire at 60 . Thank you !
26 May
Good advice, friendly staff and best of all, with your advice , I was able to retire at 60 . Thank you !Brigid
Efficiency. Stability.
26 May
Efficiency. Stability.Robert
Extremely happy with the service and results
26 May
Extremely happy with the service and resultsTerry
confidence in service and communication
26 May
confidence in service and communicationGary
All the staff at DFS are friendly, helpful and professional. I have known them for a long time and I am completely satisfied with the service that they provide
26 May
All the staff at DFS are friendly, helpful and professional. I have known them for a long time and I am completely satisfied with the service that they provideSandra
EOFY planning: 10 smart tips for small business owners
21 May
With the end of financial year approaching, many small business owners are thinking about tax, profit, cash flow and what the next 12 months might look like. But EOFY should not be treated as a last-minute paperwork scramble. It is one of the best...[Read More]
Gift ideas that bring independence, wellbeing and family together in retirement
21 May
Buying a gift for a parent, relative or loved one who is living independently in retirement can be harder than it sounds. Many older people already have enough “things”. Another candle, hamper, gadget or decorative item may be appreciated, but...[Read More]
Commercial property vs residential property: Understanding the key differences before you invest
21 May
For many Australians, property investment begins with residential property. It feels familiar. Most people understand houses, units, tenants, suburbs, rents and mortgages because they have lived in homes themselves. Commercial property...[Read More]
Why a financial review is one of the most valuable meetings you’ll have each year
21 May
Life rarely stands still—and neither should your financial plan. An annual financial review with your financial planner is not just a box-ticking exercise; it’s a powerful opportunity to reset, refine, and realign your money with the life...[Read More]
Understanding powers of attorney, enduring powers of attorney and advance care directives
21 May
As we move through life, we plan for many things — work, family, retirement and finances. Yet one area that is often overlooked is planning for a time when we may not be able to make decisions for ourselves. This is where documents like a Power...[Read More]
Oliver’s insights – Investment outlook Q&A – oil, bond yields, the Budget and the RBA
20 May
Key points The oil supply shock remains a significant threat to economic growth and shares – particularly with the Strait of Hormuz remaining closed and oil reserves running down. It’s contributing to rising bond yields and putting pressure...[Read More]