The TOP 10 BEST Financial Planning in Broadbeach Waters QLD

cm5q0pf6v000h08mg5l082805 The Year Ahead - Global equities in 2025

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cm5klzn3p002g08mdf8yfeig0 Summer 2025 Outlook Morgans

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https://cdn.prod.website-files.com/6525ecb282429cf4dd6f9683/675b7e26a7ba3e1890a26b09_Morgans-Investment%20Watch-Summer-Outlook_2025.pdf

cm2e9q0if000f08jm3ak41tm7 Investment Watch Spring 2024 Outlook - Read now

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It has paid off to put cash to work this year with equity markets touching all-time highs and bonds benefitting from rate cut expectations. Looking ahead, the fundamentals remain supportive… Read more click here: https://cdn.prod.website-files.com/6525ecb282429cf4dd6f9683/670cae41b7b510af141e5d62_IW_SpringOutlook_2024_FA_DIGITAL.pdf

clzqanjn0003y08l4ez278c6y Consolidate your debt!!!

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Did you know by consolidating your debt into one payment could save you $ Recently we had a client come to us who had 2 x credit cards, 1 car loan and an Afterpay debt. They had multiple payments going out per month with very high interest rates and fees! We were able to assist them with finding one loan facility which resulted in them saving $500 per month! $500 extra per month in their pocket, meant they go on a holiday 🛫 + save 💰 Call us now if you want to save too!

clzc2l0fx000f08l25vfo4cvb Investment Watch Winter

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Investment Watch is a quarterly publication produced by Morgans that delves into key insights for equity and economic strategy. This latest publication will cover; Asset Allocation – not the time to play defence Economic Strategy – averting a world recession Equity Strategy – attention turns to August Resources & Energy – domestic gas coming to the boil Banks – befuddling Updated Morgans Best Ideas Morgans clients receive exclusive insights such as access to our latest Investment Watch publication. Download the preview now. https://morgans.com.au/news/investment-watch-winter-2024-outlook

clxdx4yzv000h08jl40a51lj6 Understanding Dementia

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Dementia is a complex condition that affects millions of people worldwide, with profound impacts on individuals and their families. In this guide, we’ll explore Understanding Dementia. We will work through what it is, along with its common symptoms. We also need to understand effective caregiving strategies, and ways to support loved ones living with dementia. UNDERSTANDING DEMENTIA Dementia is not a single disease but rather a group of symptoms characterized by a decline in cognitive function severe enough to interfere with daily life. Alzheimer’s disease is the most common cause.

clxdx00ow001908mh1kz3eq1w Why Advance Care Directives Matter

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In the realm of aged care planning, one crucial aspect often overlooked is the creation of advance care directives. These documents serve as invaluable guides, ensuring that individuals' wishes regarding their future medical care are honored, particularly when they are no longer able to express them. As an essential component of comprehensive aged care advice, understanding and implementing advance care directives not only provide peace of mind but also align with the ethos of empowering individuals to navigate their aging journey with dignity and autonomy.

clv05ygm4001h08l7cy0d37dd Investment Watch Autumn Outlook

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The US economy's conversation has shifted from recession fears to a no landing scenario. With mild inflation, clearer US rate cuts, and China's stimulus, riskier investments are favored. This shift was seen in February's move from defensive to cyclical industrials and small-caps. Opportunities abound in global equities, real assets, and fixed income. In Australian equities, healthcare, financials, retail, travel, resources, and energy sectors are favored, alongside some specific small-caps.

cls2kz9yj000f08l1dyj2cy2z FED - Quantitative Tightening with a Rate Cut Chaser?

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Click link below to listen Morgans Chief Economist Michael Know give his view: https://www.youtube.com/watch?v=BC_pmU6nqF0

clrr7pxvt000l08l531hh5vrv Reporting Season Playbook: February 2024

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Jan 24, 2024 Morgans Equity Strategist Andrew Tang covers the key insights and themes heading into February's Reporting Season. Earnings trends remain remarkably stable despite widespread expectations of an impending earnings slowdown. While the 9% rally in the ASX200 and subdued outlook statements might temper some good results, we still see potential upside surprises in February. Download our Reporting Season Playbook now: https://www.morgans.com.au/Reporting-... Check out more: https://www.morgans.com.au/Branches/QLD/goldcoast/About-Us/our-team/Stuart-Mackenzie

clqzvkn5c003d08l26pgy0efm Investment Watch Summer 2024 Outlook Out now

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https://acrobat.adobe.com/link/track?uri=urn:aaid:scds:US:ce71bcc5-8942-3010-b902-9b942a2da666

clpkhocwh001y08l1b9bw0dig 3 Types of Care in Australia

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As our parents age and enter their frailty years, it makes sense to consider what services are available. In Australia, there are 3 main types of aged care services available. They include: Home Care Services Residential Aged Care Respite Care To find out more... check out our News on the website.

clpai70ax000d08ky4mmt6xxw Investment Watch Spring 2023 Outlook - Read now

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https://my.morgans.com.au/research/5ea568ec-2436-4936-9381-d7e7497b7bd4.pdf?u=9b6e4620-b777-4faa-824c-18d547e2ca31

cln12rlgf000j08mh4zjy1zzl Why Chat with Amanda?

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Amanda holds a Master of Financial Planning and also is an ACS (Aged Care Steps) Accredited Aged Care Professional. Each year she maintains her ongoing education, keeping up to date with what's happening in the world of finance. When Amanda's grandmothers were in their 90's and needed care, her family reached out for support and she took herself off to study to find out all she needed to know about the aged care sector. If your loved ones need support or you'd like to understand more about the fees and options, don't hesitate to reach out.

cln0ziks7000g08mfewwvax5y Podcast Time!

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Did you know our Director Amanda Cassar runs her own Podcast? You can listen to Financial Secrets Revealed on whatever your listening App of choice is. We're on Apple, Spotify, iHeart Radio and the rest! Why not tune in for a listen?

cln0ycihw000l08js2uaw8z9c How to Find Trusted Aged Care

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We're located within the Wealth Planning Partners offices in the Eastside building, Robina. Building entry and free parking is via Waterfront Place, off Laver Drive. We're close to Robina Hospital, the Robina Station and the Rocket building. If you give us a call, you're likely to chat with our Client Services Manager, Maddy De Giusti.

clmsdadm4000h08jw6cm7dsue Lost Super

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Have a few super funds around the place you'd like to locate and consolidate? Find out if you'll be losing valuable insurance cover before putting them all together!

clmsd7eh8000b08mc3s6f6neb Congratulations!

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We're pleased to announce that the lovely Maddy Cassar celebrated her wedding on the weekend and is now Mrs De Giusti.

clk93sx2c000e08mk3nk9dsko Need trusted financial advice?

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Looking for trusted financial advice? Look no further! Our experienced financial planning team offers a wide range of services, including superannuation, retirement planning, risk insurance, and estate planning.

clk92ktqc000b08mf4au2h812 Need a Strategy?

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We will help you arrange both asset protection and wealth creation via appropriate strategies tailored to your individual needs!