Metaplanners Wealth Strategists

24/05/2013

Ramana was featured in the Financial Review on Wednesday, on page 19. In case you missed it, we will be uploading the editorial in our media section next Wednesday. Have a great weekend!

09/04/2013

"It's never too early to be ambitious" Margaret Thatcher

Britain’s Margaret Thatcher didn’t let anything stand in her way.

09/04/2013

Investors ask: "Are the dividends sustainable?" Kate Howitt explains.

Kate Howitt Portfolio Manager, Fidelity Australian Opportunities Fund

26/03/2013

Have you looked at the OECD Better Life index?
You can rate your daily well-being and see how Australia compares to other countries! Do you think we rate well?
http://www.oecdbetterlifeindex.org/ #/43345323425

20/03/2013

Interested in teaching your kids about money? Read this!
"At age 15 teach your children about investing -putting money into assets like stocks/shares, to help you reach your financial goals". http://www.forbes.com/sites/halahtouryalai/2013/03/19/money-lessons-for-your-kids-what-they-should-know-by-age-5-10-15/

12/03/2013

We welcome Andrew Harrison to our team at Metaplanners!
He loves all-things "shares, property and derivative strategies" :)

08/01/2013

Want to change your future? Start with this 2 min.clip!
http://www.fpa.asn.au/default.asp?action=article&ID=22731 #.UOtvCGP8W40.twitter

Create your own financial future

07/01/2013

Happy New year! Is wealth creation in your new years resolutions? We can help.

13/11/2012

Do you have a SMSF? Do you want to avoid tax of up to 93%? Then you'll want to read this. http://bit.ly/TFE4p7

It is likely that the strategy of transferring listed shares into a SMSF will cease from 1st July 2013. With the window seemingly coming to a close with in-specie contributions of listed shares into SMSFs, it is a timely reminder to ensure that your contribution strategy is in place to avoid any exc...

31/10/2012

[TIP OF THE WEEK]
Take 5 minutes everyday to make Wealth your priority. Visualise, learn, read and enrich your knowledge!

29/10/2012

Empty floor at the New York Stock exchange, as Hurricane Sandy approaches the East Coast.

23/10/2012

WHAT???? IT'S 9 WEEKS UNTIL CHRISTMAS
Everyone is trying to get through a never ending to-do list before the new year kicks in.
-Now is the time for a financial health check and your opportunity to start the year with well defined wealth goals!

If you have not previously received financial advice, this complimentary session will inform you about how financial planning can build your path to ultimate financial freedom based on your priorities and unique aspirations. What are your goals? Do you want to afford a $20,000 holiday every year? Or...