From all of us here at ToppTunbridge, we wish you, your family and friends a very safe and happy festive season - and cheers to a prosperous 2017. To ensure your ducks are all in a row in 2017, if you have had any changes in your personal or financial circumstances, please contact our offices to set an appointment in the new year at our offices, located at Normanby Chambers, 430 Little Collins Street in Melbourne CBD.
Ph: 03 9935-5233
We kick start this weeks blog by gently easing you into the world of 'money speak', commencing with the A-D of a few simple terms and phrases. A ACCUMULATION FUND The state of any superannuation fund before it begins paying a pension. The retirement benefit depends on contributions by you and employers, and the fund's investment return. AGE PENSION A fortnightly payment from the federal government. You must meet various criteria to qualify in part or full. Not to be confused
The most common and potentially costly mistakes made by investors have little to do with rational decision-making, writes Natixis Global Asset Management’s David Goodsell. It will come as no surprise that an investor’s best chance of success is to set clear financial goals, establish a plan to achieve them and then stick to the plan through thick and thin. At the same time, one of the most surprising findings from our 2016 survey of financial advisers was that the most common