Some people call it resistance to change. I think it is just the uncomfortable feeling we get when we try something new. The resistance comes from the fear of the unknown of the outcome. This is how we learn. I often quote Einstein’s definition of insanity, Continue reading
Welcome to Financially Well Organised!
At Financially Well Organised, we don’t think it’s important to plan for your financial security: we know it is. Financially Well Organised brings you a simple solution and process that will give you peace of mind that your financial affairs are in order and you’re implementing strategies to achieve your goals.
Most people tell us they want to have greater personal wealth to fund their lifestyle, provide financial security for their family and children and to retire in comfort. Whatever your goals, we have the expertise and experience to help you achieve them in the most effective way and in the shortest amount of time.
Feel free to explore our website, http://financiallywellorganised.com/ which is full of helpful resources, tips and tools to help you become financially well organised; take the survey to see how Financially Well Organised you are and get a report back to see how you’re doing. We’ve helped hundreds of clients achieve greater personal wealth and financial security and improved their business performance. We can help you too.
Over the next few months, we will delve into our 10 step program to give you all the tools you need to become Financially Well Organised
Market update for March 2012
The past month has seen some interesting developments which we will discuss this month. This includes:
- The implications from the bond market selling off
- The fact tail risks have been easing. In this regard the US economic growth is looking more sustainable and the risks of a financial meltdown in Europe have eased.
- Continued underperformance by the Australian market.
- Continued mix messages from China
Download the The Investment Report for March 2012 here.
Tax Planning: Are you Financially Well Organised for 2011/12?
It’s that time of year to start thinking about Tax Planning as the financial year is starting to draw to an end.
To ensure you are Financially Well Organised you must:
1. Review your tax position before 30 June;
2. Implement any strategies required to reduce your tax payable;
3. Ensure you comply with all tax and superannuation Continue reading
Are you INSANE?
Take a moment to do a quick self diagnosis. Are you INSANE?
I often ask this question at the beginning of a speaking engagement. I ask everyone to stand up. Usual groans, I can here them thinking: “Great, one of these speakers that want me to actually engage.” Then I say, please sit down if you are NOT insane. Unsurprisingly, most people sit down, however, Continue reading
Market Wrap February 2012
The global macro environment continued to improve during February with the ECB’s LTRO program increasing liquidity and reducing near term concerns around the European financial system.
Resilient US macro prints and data suggesting a soft landing in China (RRR reduced by 50 bp) saw investors continue to increase risk across portfolios with equities a beneficiary. A strengthening oil price driven by supply constraints is becoming an increasing focus and concern for investors. Continue reading
PEERS LASAGNE
When Living in Melbourne a few years ago, my Grandma, the heart & soul of our family showed me how to cook Lasagne. Since then, I have passed this recipe onto other family members and now I enjoy making and eating this meal with my partner. Continue reading
Has your anchor stopped your boat?
I was in a monthly accountability meeting with a client today discussing future options and whether or not he should sell his business. We had an interesting discussion around what is stopping him, even though the timing is right, Continue reading
Return on Energy
When you really break it down, there is only one measure that really drives results. I call it Return on Energy:
Results Achieved ÷ Effort Continue reading
