Isn't Spring just stunning? We have even had better markets continue this month so all is well in the world for now!
Recently the US Dow Jones index hit its pre GFC high. Yet the Australian index is still 35% below its high in 2007. How does that work?
Our markets aren't reflecting the strength of our economy yet. There seems to be a negative mood with the current government, with the introduction of the carbon tax and immigration issues.
Hopefully the mood will change soon and our markets will follow. It may be a good time to review plans for any cash still sitting on the sidelines.
What isn't going so well is the state of personal debt in this country and our poor budgeting skills. The first step of any investment plan requires finding free cashflow.
This month we will discuss tips to avoid debt, the role of estate planning, cover some investment basics by discussing the role of managed funds and revisit opportunities to cash in Retirement Annuity Policies in South Africa.
Please contact me if you would like more information or would like to discuss the topics raised in this newsletter.
Did you know you can now surrender RA Policies before age 55? Read full article >>
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