Stay a Step Ahead!

Welcome to our November issue of Step Ahead. We have a lot to cover this month, with timely market commentary on potential opportunities in the share market right now from share expert, Ben Brockhurst, as well as smart planning strategies for your business, including an actual case study, prepared by our managing director James McFall.

We would like to welcome Prashant Nagarajan to our team, who has started with us as a Financial Planner and we are pleased to announce a boardroom seminar for our clients and readers interested in direct shares, at the end of November.

We hope you enjoy the November issue of Step Ahead and as always, would welcome the opportunity to talk to you about your Financial Plan. To contact us Click Here.

Listed Fixed Interest Update

Over the previous couple of months there has been a significant increase in the rate of return that investors can expect to achieve by investing in listed fixed interest – in particular, the listed fixed interest issued by our big banks.

The essential guide for successful business succession

A partnership agreement is like an employment agreement or pre-nup between the partners. It is a framework for how the partners agree to work together and is intended to provide confidence and clarity to all partners now and in the future, including agreement on business succession.

Having an agreement, goes some way to ensure that if something changes in the partnership relationship or if something occurs that could make agreement difficult down the track, then there should be little dispute or confusion.

Business Partnership Insurance – Client Case Study

Our clients have agreed for us to provide the following case study, which is a look at how we helped them review how their business had changed since last they addressed their business partnership insurance needs. It demonstrates the process we took to determining appropriate changes to their insurance setup and the outcomes of that process.

Welcoming Prashant to the Yield Family

Prashant commenced his career in Financial Planning in 2010 and has an abundance of experience advising people on their wealth and retirement planning.

Having worked for two boutique Financial Planning firms and then later for a big 4 bank, Prashant has been fortunate to see the gamut of what Financial Planning can mean.

Prashant holds a Masters in International Business from Griffith University, Graduate Diploma in Management through Central Queensland University, and an Advanced Diploma in Financial Planning from RG146 Training Australia.

Asked what he loves most about his job, he says:

“The ability to advise and educate clients on creating and managing their wealth, through life’s journey. ”

Investing in direct shares seminar

Come join ‘Ben Brockhurst’ and Yield Financial Planning Managing Director James McFall for our seminar.
Get insight on:

• Share Market Investing and ways to maximise your portfolio performance; and
• Direct Shares and your Financial Plan

Date: Wednesday 25 November 2015
Time: 6.30-8.00pm

To register Click Here.

Focusing on the stock market, this forum will give you an insight into how to maximise your portfolio performance – irrespective of your preference for capital growth, yield or capital protection.
There will be no cost to you for attending – however RSVP is essential.

The sessions are presented by Stock Broking expert Ben Brockhurst and managing director of Yield Financial Planning James McFall.

Ben is an Affiliate Member of the Stockbrokers Association of Australia and an experienced Stockbroker, having worked with a number of largest broking firms (both Australian and International).

When:

Wednesday November 25th 2015

The seminar will start at 6.30pm and run until approximately 8pm.

Where:

Melbourne Office – Ground Floor, 123 Camberwell Road, Hawthorn East, VIC, 3123

RSVP:

Call us on 03 9819 0699 (Melbourne Office)
Alternatively, click the link below to email us.

As we are limited to boardroom capacity please RSVP at your earliest convenience to avoid missing out.

Property Planning Australia Financial Planning has been rebranded

As announced by Property Planning Australia on Friday 01 May, we have rebranded Property Planning Australia Financial Planning to Yield Financial Planning.

We’ve done this to make it outwardly clearer that we are a full service Financial Planning practice.