All Investment Planning should be a by-product of a comprehensive Strategic Advice process and not merely an ad-hoc or random decision. Once the appropriate strategy is developed, then suitable investments should be chosen.
At Strategic Planning Solutions we have access to a wide range of investment options to suit the vast majority of planning outcomes. Our licensee, Matrix Planning Solutions, via its Research Committee, provides us with an approved list of investments which have been selected according to both ‘qualitative’ and ‘quantitative’ measures and filters.
Today we had the first interest rate hike in Australia in 11 and a half years. Shane Oliver, AMP’s Head of Strateg...Read more
Hi all! I have listed some of the key budget announcements that may be relevant from a financial planning strategy persp...Read more